OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Technology |
HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 1 | X | Europe Stock |
DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Small Value |
WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 8 | 10 | 6 | X | Mid-Cap Blend |
VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 5 | 1 | 5 | X | Small Blend |
PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 5 | 10 | 9 | 15 | V | Large Blend |
ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 18 | 8 | X | Mid-Cap Blend |
BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 5 | 11 | 9 | 9 | X | Large Growth |
CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 7 | X | Large Value |
CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 8 | X | Moderate Allocation |
LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 5 | 9 | 6 | 7 | X | Large Value |
IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 6 | X | Large Value |
REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 4 | 13 | 7 | 7 | X | Mid-Cap Value |
TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
PRFBX | Putnam Research B | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Value |
SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 4 | 2 | 11 | 5 | X | Foreign Large Blend |
SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 3 | X | Large Value |
MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Large Value |
VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 7 | X | Large Blend |
UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Blend |
JEPI | JPMorgan Equity Premium Income ETF | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
JHQAX | JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
JHQCX | JPMorgan Hedged Equity C | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
JHQPX | JPMorgan Hedged Equity R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Value |
EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Foreign Large Growth |
SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Small Blend |
IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 7 | X | Large Value |
LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 5 | 15 | 16 | 13 | X | Large Blend |
JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
JHEQX | JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
JHQRX | JPMorgan Hedged Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 7 | 9 | 9 | V | Large Blend |
MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MEIAX | MFS Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MFEBX | MFS Value B | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEICX | MFS Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEIIX | MFS Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
JMEE | JPMorgan Market Expansion Enh Eq ETF | Owns companies we recommend for divestment | 5 | 9 | 6 | 12 | X | Small Blend |
JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
MMNEX | MassMutual Fundamental Value Y | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
MFUAX | MassMutual Fundamental Value A | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MFULX | MassMutual Fundamental Value Adm | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MFUZX | MassMutual Fundamental Value I | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MFUNX | MassMutual Fundamental Value R3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MFUFX | MassMutual Fundamental Value R4 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MVUSX | MassMutual Fundamental Value R5 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
MFUYX | MassMutual Fundamental Value Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 7 | 16 | 11 | X | Global Large-Stock Blend |
USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 5 | 9 | 17 | 17 | V | Large Blend |
CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
FAVAX | Fidelity Advisor Equity Value A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FAVCX | Fidelity Advisor Equity Value C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FAIVX | Fidelity Advisor Equity Value I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FAVTX | Fidelity Advisor Equity Value M | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FAEVX | Fidelity Advisor Equity Value Z | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
FDERX | Federated Hermes Equity Income R | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Large Growth |
DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Blend |
DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 5 | 9 | 11 | 11 | X | Small Value |
MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Blend |
MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Blend |
LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 5 | 2 | 10 | 5 | X | Foreign Large Growth |
QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 3 | X | Europe Stock |
LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Moderately Aggressive Allocation |
VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 5 | 11 | 10 | 7 | X | Large Value |
QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 6 | X | Small Blend |
GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Large Value |
ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 5 | 13 | 23 | 13 | V | Global Large-Stock Blend |
FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Blend |
FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Large Value |
FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Blend |
FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Blend |
FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Value |
FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 5 | 3 | 17 | 6 | V | Foreign Large Blend |
FDMO | Fidelity Momentum Factor ETF | Owns companies we recommend for divestment | 5 | 6 | 9 | 7 | X | Large Growth |
FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Large Value |
FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
FIWCX | Fidelity SAI International Value Index | Owns companies we recommend for divestment | 5 | 2 | 10 | 5 | X | Foreign Large Value |
FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 0 | 7 | 1 | X | Europe Stock |
FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Mid-Cap Blend |
FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 5 | 5 | 9 | 13 | V | Large Blend |
FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 5 | 12 | 12 | 11 | X | Large Value |
FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Value |
FNKLX | Fidelity Series Value Discovery | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FDVKX | Fidelity Value Discovery K6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
FFLC | Fidelity® Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Blend |
PMFSX | Principal MidCap S&P 400 Index R4 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
PMSSX | Principal MidCap S&P 400 Index R1 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | V | Global Large-Stock Growth |
GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Blend |
HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | V | Global Large-Stock Growth |
GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Large Growth |
PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Growth |
ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 5 | X | Large Value |
PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 4 | 19 | 15 | 20 | V | Large Value |
HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Blend |
FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FIVQX | Fidelity Advisor International Value I | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FIVPX | Fidelity Advisor International Value M | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FIQKX | Fidelity Advisor International Value Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FCPCX | Fidelity Advisor Intl Cap App C | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FCPIX | Fidelity Advisor Intl Cap App I | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FIATX | Fidelity Advisor Intl Cap App M | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FIDZX | Fidelity Advisor Intl Cap App Z | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FCPAX | Fidelity Advisor Intl Capl App A | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FIVMX | Fidelity Advisor International Value A | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FWAFX | Fidelity Advisor Worldwide A | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FWCFX | Fidelity Advisor Worldwide C | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FWIFX | Fidelity Advisor Worldwide I | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FWTFX | Fidelity Advisor Worldwide M | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FIQOX | Fidelity Advisor Worldwide Z | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FBCG | Fidelity Blue Chip Growth ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | X | Large Growth |
FBCV | Fidelity Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Large Value |
FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FIVOX | Fidelity Advisor International Value C | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 4 | 7 | 9 | 7 | X | Small Blend |
DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Small Value |
MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Large Value |
FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Blend |
GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
PGEBX | George Putnam Balanced B | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Large Value |
GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Large Blend |
FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
FIVFX | Fidelity International Capital Apprec | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FIVLX | Fidelity International Value | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FAPCX | Fidelity Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
FINVX | Fidelity Series International Value | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 9 | X | Small Blend |
FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 4 | 12 | 14 | 11 | X | Large Value |
FWWFX | Fidelity Worldwide | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | X | Large Blend |
TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Technology |
QDF | FlexShares Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Value |
ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 14 | 15 | 10 | V | Large Blend |
QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Blend |
FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Large Value |
IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
MFRFX | MFS Research A | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRBX | MFS Research B | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRCX | MFS Research C | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MRFIX | MFS Research I | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
MDIDX | MFS Intl Diversification A | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MDIFX | MFS Intl Diversification B | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIGX | MFS Intl Diversification C | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 7 | 11 | 10 | X | Large Growth |
BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
PCODX | Pioneer C | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
PIODX | Pioneer A | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
PIOKX | Pioneer K | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
PIORX | Pioneer R | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
PGOFX | Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
GOFCX | Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
PSMKX | Pioneer Select Mid Cap Growth K | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
PGRRX | Pioneer Select Mid Cap Growth R | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
GROYX | Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
PYODX | Pioneer Y | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
PWS | Pacer WealthShield ETF | Owns companies we recommend for divestment | 4 | 12 | 12 | 11 | X | Tactical Allocation |
TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 4 | 2 | 16 | 5 | V | Foreign Large Blend |
OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Growth |
OAIEX | Optimum International A | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
OCIEX | Optimum International C | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
PTMC | Pacer Trendpilot™ US Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | V | Large Blend |
RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Value |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Value |
QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 2 | X | Foreign Large Blend |
PFF | iShares Preferred&Income Securities ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 12 | X | Preferred Stock |
JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 4 | 9 | 7 | 12 | X | Small Blend |
IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 10 | X | Technology |
USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | V | Large Growth |
JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
IEAIX | Lazard International Equity Advtg Instl | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Blend |
IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Blend |
BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 2 | X | Foreign Large Value |
OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 4 | 7 | 12 | 10 | X | Large Value |
JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Foreign Large Value |
OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 7 | 8 | 8 | 12 | X | Large Blend |
IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 7 | 2 | 11 | 7 | X | Foreign Large Blend |
FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 10 | X | Large Growth |
QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 7 | 9 | 10 | 12 | X | Large Value |
FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Blend |
KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 7 | 8 | 10 | 10 | V | Large Blend |
GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 7 | 3 | 12 | 6 | X | Europe Stock |
GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 7 | 6 | 8 | 5 | X | Small Value |
GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 7 | 3 | 17 | 12 | X | Large Blend |
ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
FSDIX | Fidelity Strategic Dividend & Income | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 6 | 10 | 11 | V | Foreign Large Blend |
ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
EISDX | Carillon ClariVest Intl Stock C | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 7 | 5 | 14 | 6 | V | Foreign Large Blend |
DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 7 | 3 | 12 | 8 | X | Large Value |
CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Global Large-Stock Blend |
CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 7 | 5 | 9 | 10 | X | Large Growth |
EISAX | Carillon ClariVest Intl Stock A | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
EISIX | Carillon ClariVest Intl Stock I | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
FDLO | Fidelity Low Volatility Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 11 | 13 | X | Large Blend |
EISVX | Carillon ClariVest Intl Stock R6 | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
FASDX | Fidelity Advisor Strategic Div & Inc A | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FCSDX | Fidelity Advisor Strategic Div & Inc C | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FSIDX | Fidelity Advisor Strategic Div & Inc I | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FIQWX | Fidelity Advisor Strategic Div & Inc Z | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
FMDE | Fidelity Enhanced Mid Cap ETF | Owns companies we recommend for divestment | 7 | 10 | 8 | 9 | X | Mid-Cap Blend |
ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 7 | 5 | 27 | 16 | X | Global Large-Stock Blend |
PALDX | PGIM 60/40 Allocation R6 | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Moderate Allocation |
PTMAX | PGIM Quant Solutions Large-Cap Cor Eq A | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
PTMCX | PGIM Quant Solutions Large-Cap Cor Eq C | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
PTMQX | PGIM Quant Solutions Large-Cap Cor Eq R6 | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
PTEZX | PGIM Quant Solutions Large-Cap Cor Eq Z | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PCPTX | Principal SmallCap Value II R1 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PSTWX | Principal SmallCap Value II R4 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
PY | Principal Value ETF | Owns companies we recommend for divestment | 7 | 6 | 7 | 7 | X | Large Value |
RSQAX | Russell Inv Equity Income A | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Large Value |
HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 7 | 10 | 14 | 14 | X | Large Blend |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 6 | X | Mid-Cap Blend |
IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 9 | X | Foreign Large Blend |
KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 7 | 16 | 27 | 20 | V | Global Large-Stock Blend |
EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 15 | X | Large Value |
IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Value |
INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 13 | 4 | X | Foreign Large Blend |
ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 7 | 12 | X | Small Growth |
ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 7 | 11 | 10 | 13 | X | Small Value |
DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 7 | 13 | 14 | 13 | V | Large Blend |
PABD | iShares Paris-Aligned ClmMSCIWldExUSAETF | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | V | Foreign Large Blend |
MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 15 | X | Large Blend |
XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 7 | 18 | 18 | 17 | V | Large Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 6 | X | Europe Stock |
BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 7 | 8 | 6 | 9 | X | Small Blend |
MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
RLISX | Russell Inv Equity Income S | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Blend |
USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 17 | 17 | 13 | X | Large Blend |
EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 6 | 8 | 9 | 7 | X | Large Growth |
VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 6 | 9 | 11 | 6 | X | Global Large-Stock Value |
USIFX | Victory International | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
URITX | Victory International R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 9 | X | Large Value |
NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 7 | 11 | 14 | 11 | X | Large Value |
CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
REQSX | Russell Inv Equity Income C | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
REAYX | Russell Inv Equity Income Y | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 3 | 3 | 7 | X | Mid-Cap Growth |
ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 8 | 26 | 25 | 24 | V | Large Blend |
TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 8 | 4 | 13 | 5 | X | Foreign Large Blend |
VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 8 | 7 | 21 | 10 | X | Europe Stock |
VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
STFGX | State Farm Growth | Owns companies we recommend for divestment | 8 | 15 | 14 | 13 | X | Large Blend |
SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 8 | 11 | 14 | 10 | X | Large Value |
UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 8 | 10 | 6 | 13 | X | Mid-Cap Growth |
MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 8 | 9 | 5 | 11 | X | Small Blend |
MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 8 | 9 | 5 | 11 | X | Small Blend |
MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 8 | 17 | 18 | 16 | X | Large Blend |
NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 8 | 3 | 6 | 4 | X | Foreign Large Blend |
OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 8 | 17 | 19 | 17 | X | Large Blend |
PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 8 | 9 | 6 | 14 | X | Mid-Cap Blend |
SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 8 | 15 | 11 | 13 | X | Small Blend |
SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 8 | 17 | 19 | 17 | X | Large Blend |
UVALX | Victory Value | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 7 | 10 | 4 | X | Global Large-Stock Value |
ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 8 | 3 | 10 | 1 | X | Foreign Small/Mid Blend |
RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 10 | 11 | 13 | X | Mid-Cap Blend |
AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 8 | 7 | 6 | 8 | X | Small Value |
WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 7 | X | Large Value |
QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 9 | 3 | 17 | 4 | X | Foreign Large Blend |
FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 18 | 8 | X | Foreign Large Growth |
RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 7 | 10 | 10 | 11 | X | Large Blend |
SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 7 | 13 | 10 | 8 | V | Large Value |
QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 2 | 19 | 4 | X | Foreign Large Value |
BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 12 | 7 | X | Diversified Emerging Mkts |
REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 8 | 9 | 11 | 9 | X | Large Value |
DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
DFIVX | DFA International Value I | Owns companies we recommend for divestment | 8 | 3 | 19 | 5 | X | Foreign Large Value |
EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 7 | 17 | 19 | 15 | X | Large Blend |
CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 5 | 20 | 9 | X | Europe Stock |
DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 7 | 21 | 11 | X | Global Large-Stock Value |
LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 7 | 9 | 9 | 13 | X | Large Blend |
VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 7 | 5 | 16 | 10 | X | Large Blend |
VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 8 | 14 | 15 | X | Mid-Cap Blend |
VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 7 | 5 | 7 | 7 | X | Large Value |
VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
DDERX | Delaware Wealth Builder R6 | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
DFVIX | DFA International Value III | Owns companies we recommend for divestment | 8 | 3 | 19 | 5 | X | Foreign Large Value |
ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 10 | 9 | 12 | X | Global Large-Stock Blend |
HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
ONEQ | Fidelity Nasdaq Composite ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 14 | X | Large Growth |
FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 8 | 9 | 13 | 13 | V | Large Blend |
FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FSAEX | Fidelity Series All-Sector Equity | Owns companies we recommend for divestment | 8 | 10 | 16 | 12 | X | Large Blend |
QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 8 | 4 | 7 | 4 | X | Foreign Large Blend |
FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 4 | 16 | 6 | X | Europe Stock |
CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 8 | 17 | 18 | 16 | X | Large Blend |
GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 8 | 8 | 9 | 8 | X | Small Blend |
HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 8 | 9 | 9 | 9 | X | Small Blend |
IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 8 | 11 | 14 | 17 | X | Large Growth |
ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 8 | 12 | 18 | 14 | V | Large Blend |
FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 8 | 3 | 10 | 4 | X | Foreign Large Blend |
DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 14 | 13 | 15 | X | Small Blend |
FABCX | Fidelity Advisor Balanced C | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 8 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 8 | 3 | 20 | 6 | X | Foreign Large Value |
CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
ETTGX | Eaton Vance Tx-Mgd Growth 1.1 A | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
ECTGX | Eaton Vance Tx-Mgd Growth 1.1 C | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
EITMX | Eaton Vance Tx-Mgd Growth 1.1 I | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
EXTGX | Eaton Vance Tx-Mgd Growth 1.2 A | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
EZTGX | Eaton Vance Tx-Mgd Growth 1.2 C | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
EITGX | Eaton Vance Tx-Mgd Growth 1.2 I | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
FABLX | Fidelity Advisor Balanced A | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FAIOX | Fidelity Advisor Balanced I | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
FAIGX | Fidelity Advisor Balanced M | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FZAAX | Fidelity Advisor Balanced Z | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FCLAX | Fidelity Advisor Industrials A | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FCLCX | Fidelity Advisor Industrials C | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FCLIX | Fidelity Advisor Industrials I | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FCLTX | Fidelity Advisor Industrials M | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FIKEX | Fidelity Advisor Industrials Z | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
FBALX | Fidelity Balanced | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FBAKX | Fidelity Balanced K | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
FBKFX | Fidelity Balanced K6 | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 6 | 13 | 13 | 15 | X | Large Growth |
VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 13 | 4 | V | Foreign Large Blend |
NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 5 | 11 | 10 | X | Large Value |
VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 1 | 7 | 7 | X | Mid-Cap Value |
VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 5 | 7 | 12 | 9 | V | Large Blend |
VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Small Blend |
VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 5 | 12 | 13 | 8 | X | Mid-Cap Blend |
VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 5 | 11 | 14 | 9 | X | Mid-Cap Blend |
USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 5 | 19 | 16 | 16 | X | Large Blend |
PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Foreign Large Blend |
TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
TLVOX | Thrivent Low Volatility Equity S | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Global Large-Stock Blend |
TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 9 | X | Mid-Cap Value |
IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 6 | X | Foreign Large Value |
AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Mid-Cap Value |
USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 9 | 17 | 17 | V | Large Blend |
FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PHASX | Principal MidCap Growth III R1 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PPQSX | Principal MidCap Growth III R4 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
EPLBX | NYLI Epoch U.S. Equity Yield Class B | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
NOIGX | Northern International Equity | Owns companies we recommend for divestment | 5 | 3 | 14 | 3 | X | Foreign Large Value |
TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | V | Large Blend |
EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 3 | X | Europe Stock |
EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Mid-Cap Value |
EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Mid-Cap Value |
PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Global Real Estate |
PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 5 | 5 | 13 | 13 | X | Large Growth |
PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Small Blend |
STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Small Blend |
SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 7 | 11 | X | Large Blend |
PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2055 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MSEJX | MM Equity Asset I | Owns companies we recommend for divestment | 6 | 8 | 13 | 13 | X | Large Blend |
NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 6 | 9 | 12 | 15 | X | Large Blend |
MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 6 | 8 | 13 | 11 | X | Large Blend |
NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Large Value |
EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
MKTRX | NYLI Income Builder Class B | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
MPIRX | MassMutual Disciplined Value R4 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
MEVIX | Lazard Managed Equity Volatility Instl | Owns companies we recommend for divestment | 6 | 7 | 8 | 7 | X | Global Large-Stock Blend |
MEVOX | Lazard Managed Equity Volatility Open | Owns companies we recommend for divestment | 6 | 7 | 8 | 7 | X | Global Large-Stock Blend |
MEPAX | MassMutual Disciplined Value A | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MPILX | MassMutual Disciplined Value Adm | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MPIVX | MassMutual Disciplined Value I | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MPINX | MassMutual Disciplined Value R3 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MEPSX | MassMutual Disciplined Value R5 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 6 | 2 | 11 | 6 | X | Foreign Large Blend |
DENVX | MassMutual Disciplined Value Svc | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MMOAX | MassMutual Disciplined Value Y | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
STFBX | State Farm Balanced | Owns companies we recommend for divestment | 6 | 12 | 15 | 11 | X | Moderate Allocation |
SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Small Blend |
SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 6 | 7 | 9 | 12 | X | Small Blend |
TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 12 | 11 | 10 | X | Large Value |
STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 12 | 11 | 10 | X | Large Value |
WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Foreign Large Blend |
ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 6 | 8 | 7 | 9 | X | Mid-Cap Value |
SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 7 | X | Mid-Cap Value |
XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 6 | 16 | 18 | 14 | X | Large Blend |
TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 11 | 11 | 9 | X | Small Blend |
PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
FNDA | Schwab Fundamental U.S. Small CompanyETF | Owns companies we recommend for divestment | 6 | 11 | 11 | 9 | X | Small Blend |
MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 2 | 13 | 8 | X | Large Blend |
LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 6 | 5 | 18 | 13 | X | Large Blend |
PALC | Pacer Lunt Large Cap Mlt Ftr Alt ETF | Owns companies we recommend for divestment | 6 | 9 | 7 | 4 | X | Large Blend |
PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
PIALX | Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
PIDCX | Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
IMOYX | Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
FGITX | Fidelity Advisor Growth & Income M | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 6 | 3 | 8 | 5 | X | Foreign Large Growth |
FGIZX | Fidelity Advisor Growth & Income Z | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FGIOX | Fidelity Advisor Growth & Income I | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 6 | 7 | 6 | 10 | X | Small Growth |
AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Large Blend |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 11 | X | Mid-Cap Blend |
CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 10 | X | Large Blend |
CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Growth |
DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Global Large-Stock Value |
DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Global Large-Stock Value |
DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Blend |
FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FGIUX | Fidelity Advisor Growth & Income C | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
FBLYX | Fidelity Advisor Global Equity Inc A | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FGTNX | Fidelity Advisor Global Equity Inc C | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FBUSX | Fidelity Advisor Global Equity Inc I | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FGABX | Fidelity Advisor Global Equity Inc M | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FIQQX | Fidelity Advisor Global Equity Inc Z | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
FGIRX | Fidelity Advisor Growth & Income A | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 6 | 9 | 18 | 12 | X | Large Growth |
FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 10 | 9 | 8 | X | Large Value |
JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 15 | X | Technology |
HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 15 | 12 | 12 | V | Large Blend |
OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Small Blend |
EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | V | Large Value |
SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Europe Stock |
IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 8 | X | Mid-Cap Growth |
SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 6 | 8 | 3 | 9 | X | Small Blend |
IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 14 | 6 | X | Foreign Large Blend |
JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 6 | 11 | 16 | 15 | V | Large Blend |
JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 9 | 2 | 7 | X | Mid-Cap Blend |
JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 12 | X | Large Blend |
JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 6 | 14 | 15 | 14 | X | Mid-Cap Blend |
GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 14 | 6 | X | Foreign Large Blend |
FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 6 | 5 | 6 | 5 | X | Small Growth |
GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 6 | 12 | 11 | 8 | X | Large Blend |
IQDE | FlexShares Intl Qual Div Defensv ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 4 | X | Foreign Large Value |
QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 6 | 9 | 14 | 10 | X | Large Blend |
FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Blend |
GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Growth |
GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Growth |
DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 0 | X | Large Value |
CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Foreign Large Value |
CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 7 | X | Large Growth |
IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
NETZ | TCW Transform Systems ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Blend |
TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Mid-Cap Growth |
IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 6 | V | Global Large-Stock Blend |
SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 1 | 5 | 6 | V | Global Large-Stock Blend |
ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Small Blend |
QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Global Allocation |
PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Natural Resources |
TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 3 | 9 | 7 | X | Large Blend |
TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 12 | V | Large Growth |
VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 3 | 8 | 9 | X | Technology |
VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Value |
GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Technology |
TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Foreign Large Blend |
TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Value |
MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
BLCV | BlackRock Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 12 | 9 | X | Large Value |
APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
DNLCX | BNY Mellon Active MidCap C | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 10 | X | Large Blend |
MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
MVPS | Amplify Thematic All-Stars ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 9 | X | Technology |
ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
DNLDX | BNY Mellon Active MidCap A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
DNLRX | BNY Mellon Active MidCap I | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
RDERX | Columbia Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
IVIAX | Delaware Ivy International Core Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
DNLYX | BNY Mellon Active MidCap Y | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
CVTCX | Calamos Growth & Income C | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
DQIAX | BNY Mellon Equity Income Fund A | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
DQICX | BNY Mellon Equity Income Fund C | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
DQIRX | BNY Mellon Equity Income Fund I | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
DQIYX | BNY Mellon Equity Income Fund Y | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
CVTRX | Calamos Growth & Income A | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Global Large-Stock Growth |
CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 1 | X | Foreign Large Growth |
HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Europe Stock |
DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Foreign Large Growth |
AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Value |
TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Value |
HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 5 | V | Foreign Large Blend |
EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Growth |
BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
WLIVX | WCM Focused International Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
WCMGX | WCM Focused Global Growth Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
WFGGX | WCM Focused Global Growth Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
WCMVX | WCM Focused International Value Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 2 | V | Mid-Cap Value |
ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Natural Resources |
EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Blend |
ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
MEQAX | American Century International Val A | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | X | Global Large-Stock Growth |
ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 3 | 8 | 10 | 8 | X | Large Value |
ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Moderate Allocation |
ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Mid-Cap Growth |
SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Value |
ICEIX | Delaware Ivy International Core Eq I | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
GESOX | Lazard Global Equity Select Port Open | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Global Large-Stock Growth |
JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Small Blend |
JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Blend |
KSEA | KraneShares Rockefeller Ocean Eng ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | V | Miscellaneous Sector |
GESIX | Lazard Global Equity Select Port Instl | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Global Large-Stock Growth |
LISIX | Lazard International Strategic Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Small Blend |
LISOX | Lazard International Strategic Eq Open | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
RLITX | Lazard International Strategic Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
LSAGX | Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
LSCGX | Loomis Sayles Global Growth C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
LSNGX | Loomis Sayles Global Growth N | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
LSGGX | Loomis Sayles Global Growth Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
LSSIX | Loomis Sayles Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
LSSNX | Loomis Sayles Small Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
LCGRX | Loomis Sayles Small Cap Growth Retail | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Small Blend |
VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Small Blend |
LICAX | Lord Abbett International Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Mellon Emerging Markets Index A | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Foreign Large Blend |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Growth |
| JNL/WMC Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
JPSV | JPMorgan Active Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Diversified Emerging Mkts |
BBEM | JPMorgan BetaBuilders Emerging Mkt EqETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
LICCX | Lord Abbett International Equity C | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MLUSX | MassMutual Mid Cap Value R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MLUAX | MassMutual Mid Cap Value A | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MLULX | MassMutual Mid Cap Value Adm | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MLUZX | MassMutual Mid Cap Value I | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MLUNX | MassMutual Mid Cap Value R3 | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MLUFX | MassMutual Mid Cap Value R4 | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MLUYX | MassMutual Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MMNHX | MassMutual Mid Cap Value Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Mid-Cap Value |
MMRFX | MassMutual Select TRP Real Asset I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
MGRAX | MFS International Growth A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRBX | MFS International Growth B | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRCX | MFS International Growth C | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MQGIX | MFS International Growth I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRRX | MFS International Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRQX | MFS International Growth R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRTX | MFS International Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGRVX | MFS International Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MMZMX | MassMutual Blue Chip Growth Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
LICFX | Lord Abbett International Equity F | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
LICOX | Lord Abbett International Equity F3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICYX | Lord Abbett International Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICPX | Lord Abbett International Equity P | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICQX | Lord Abbett International Equity R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICRX | Lord Abbett International Equity R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICSX | Lord Abbett International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICTX | Lord Abbett International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
LICVX | Lord Abbett International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Foreign Large Blend |
MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MBCYX | MassMutual Blue Chip Growth Svc | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
MBCGX | MassMutual Blue Chip Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBCLX | MassMutual Blue Chip Growth Adm | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBCZX | MassMutual Blue Chip Growth I | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBCNX | MassMutual Blue Chip Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBGFX | MassMutual Blue Chip Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
MBCSX | MassMutual Blue Chip Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
MKVBX | MFS International Large Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
IPAC | iShares Core MSCI Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 4 | X | Diversified Pacific/Asia |
HEEM | iShares Currency Hedged MSCI Em Mkts ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | V | Foreign Large Blend |
ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | V | Large Growth |
XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Miscellaneous Sector |
IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 8 | X | Technology |
XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Small Value |
EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Miscellaneous Region |
EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
QUAL | iShares MSCI USA Quality Factor ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Technology |
LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | V | Mid-Cap Blend |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 4 | X | Large Value |
XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Small Value |
JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Mid-Cap Growth |
AWSRX | Invesco Global Core Equity R | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
AWSIX | Invesco Global Core Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
AWSSX | Invesco Global Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
AWSYX | Invesco Global Core Equity Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
OGLNX | Invesco Global R | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
OGLIX | Invesco Global R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
OGLYX | Invesco Global Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
PEY | Invesco High Yield Eq Div Achiev™ ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Value |
KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Financial |
KNCT | Invesco Next Gen Connectivity ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 6 | X | Technology |
SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 6 | X | Large Growth |
OIGAX | Invesco Oppenheimer International Gr A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
OIGCX | Invesco Oppenheimer International Gr C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
OIGNX | Invesco Oppenheimer International Gr R | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
INGFX | Invesco Oppenheimer International Gr R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
OIGIX | Invesco Oppenheimer International Gr R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
OIGYX | Invesco Oppenheimer International Gr Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 2 | X | Large Value |
RSPG | Invesco S&P 500® Equal Weight Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
RSPF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
RSPT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Technology |
XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | V | Small Blend |
JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Large-Stock Blend |
JEVRX | JHancock Disciplined Value Em Mkts Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
JEVNX | JHancock Disciplined Value Em Mkts EqNAV | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JDVI | JHancock Discp Val Intl Sel ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
JEVCX | JHancock Disciplined Value Em Mkts Eq C | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
JICPX | JHFunds2 Capital Appreciation 1 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
JHCPX | JHFunds2 Capital Appreciation NAV | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Small Blend |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
JEVIX | JHancock Disciplined Value Em Mkts Eq I | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
JEVAX | JHancock Disciplined Value Em Mkts Eq A | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
JVTAX | Janus Henderson Venture A | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JVTCX | Janus Henderson Venture C | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JANVX | Janus Henderson Venture D | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JVTIX | Janus Henderson Venture I | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JVTNX | Janus Henderson Venture N | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JVTSX | Janus Henderson Venture S | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JAVTX | Janus Henderson Venture T | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
MGRDX | MFS International Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
MKVCX | MFS International Large Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Value |
PJFOX | PGIM Jennison Growth R2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
PJIAX | PGIM Jennison Focused Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJGCX | PGIM Jennison Focused Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJFV | PGIM Jennison Focused Value ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJORX | PGIM Jennison Focused Value R | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJOQX | PGIM Jennison Focused Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJGZX | PGIM Jennison Focused Value Z | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
PJFAX | PGIM Jennison Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
PJFCX | PGIM Jennison Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
PJGRX | PGIM Jennison Growth R | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
PJFPX | PGIM Jennison Growth R4 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
PJFQX | PGIM Jennison Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
PJFZX | PGIM Jennison Growth Z | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Value |
PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
PJFM | PGIM Jennison Focused Mid-Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
OAYIX | Oakmark International Advisor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
MAPAX | NYLI WMC Value Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
MAPBX | NYLI WMC Value Class B | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
MMPCX | NYLI WMC Value Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
MUBFX | NYLI WMC Value Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
MMPDX | NYLI WMC Value Class R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
MSMIX | NYLI WMC Value Investor Class | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
OANIX | Oakmark International Institutional | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
OAKIX | Oakmark International Investor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
OAZIX | Oakmark International R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Value |
PAMC | Pacer Lunt MidCap Multi-Factor Alt ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
EAEMX | Parametric Emerging Markets A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
ECEMX | Parametric Emerging Markets C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
EIEMX | Parametric Emerging Markets I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
EREMX | Parametric Emerging Markets R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
EITEX | Parametric Tax-Managed Emerg Mkt I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
PKAAX | PIMCO RAE US A | Owns companies we recommend for divestment | 2 | 6 | 5 | 1 | X | Large Value |
KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
RYPFX | Royce Small-Cap Fund Svc | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
RDVIX | Royce Dividend Value Invmt | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Blend |
RYDVX | Royce Dividend Value Svc | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Blend |
SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 1 | X | Small Value |
RYPCX | Royce Small-Cap Fund Consult | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
RPMIX | Royce Small-Cap Fund Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
PENNX | Royce Small-Cap Fund Invmt | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
RTXAX | Russell Inv Tax-Managed Real Assets A | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Global Large-Stock Blend |
PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
RTXCX | Russell Inv Tax-Managed Real Assets C | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Global Large-Stock Blend |
RTXMX | Russell Inv Tax-Managed Real Assets M | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Global Large-Stock Blend |
RTXSX | Russell Inv Tax-Managed Real Assets S | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Global Large-Stock Blend |
FNDE | Schwab Fundamental Emerging MarketsEqETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
SFENX | Schwab Fundamental Emerging Mkts Eq Idx | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Large Growth |
SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Small Blend |
SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Growth |
SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Growth |
SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Growth |
PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Blend |
PKAPX | PIMCO RAE US I-2 | Owns companies we recommend for divestment | 2 | 6 | 5 | 1 | X | Large Value |
PIIDX | Principal International Equity R-6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PKAIX | PIMCO RAE US Instl | Owns companies we recommend for divestment | 2 | 6 | 5 | 1 | X | Large Value |
PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 5 | 1 | 3 | X | Small Value |
PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 5 | 1 | 3 | X | Small Value |
PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 5 | 1 | 3 | X | Small Value |
PGSVX | Pioneer Global Sustainable Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Global Large-Stock Value |
GBVCX | Pioneer Global Sustainable Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Global Large-Stock Value |
PSUYX | Pioneer Global Sustainable Value Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Global Large-Stock Value |
MGNDX | Praxis Growth Index A | Owns companies we recommend for divestment | 2 | 7 | 7 | 9 | V | Large Growth |
MMDEX | Praxis Growth Index I | Owns companies we recommend for divestment | 2 | 7 | 7 | 9 | V | Large Growth |
PINIX | Principal International Equity Inst | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PPISX | Principal International Equity R1 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
PRPPX | Principal International Equity R3 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PUPPX | Principal International Equity R4 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PTPPX | Principal International Equity R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
PFISX | Principal International Small Company R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Foreign Small/Mid Blend |
PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Foreign Small/Mid Blend |
PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
PMSGX | Principal MidCap Growth R1 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
PIPPX | Principal MidCap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
KLGBX | NYLI WMC Growth Class B | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Mid-Cap Blend |
MKVIX | MFS International Large Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Blend |
| Nationwide U.S. 130/30 Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Blend |
NOIAX | Natixis Oakmark International A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
NOICX | Natixis Oakmark International C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
NIONX | Natixis Oakmark International N | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
NOIYX | Natixis Oakmark International Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
VNVAX | Natixis Vaughan Nelson Mid Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
VNVCX | Natixis Vaughan Nelson Mid Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
VNVNX | Natixis Vaughan Nelson Mid Cap N | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
VNVYX | Natixis Vaughan Nelson Mid Cap Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Blend |
NINLX | Neuberger Berman Intrinsic Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Blend |
NWAMX | Nationwide BNY Mellon Dyn US Eq Inc K | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Blend |
NMUAX | Neuberger Berman Multi-Cap Opp A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
NMUCX | Neuberger Berman Multi-Cap Opp C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
NMUEX | Neuberger Berman Multi-Cap Opp E | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
NMULX | Neuberger Berman Multi-Cap Opp I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
NSEIX | Nicholas Equity Income I | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Large Value |
NCTWX | Nicholas II I | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
NNTWX | Nicholas II N | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Diversified Emerging Mkts |
NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
NWANX | Nationwide BNY Mellon Dyn US Eq Inc R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
NWAOX | Nationwide BNY Mellon Dyn US Eq Inc I.S | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Value |
MSLLX | Morgan Stanley Inst Passport ovrs eq L | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
MKVDX | MFS International Large Cap Value R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MKVEX | MFS International Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MKVFX | MFS International Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MKVGX | MFS International Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MKVHX | MFS International Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Value |
MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Mid-Cap Value |
MSIBX | Morgan Stanley Inst Passport ovrs eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
MSAAX | Morgan Stanley Inst Passport ovrs eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
MSACX | Morgan Stanley Inst Passport ovrs eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
MAIHX | Morgan Stanley Inst Passport ovrs eq IR | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
MAIJX | Morgan Stanley Inst Passport ovrs eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
NWAPX | Nationwide BNY Mellon Dyn US Eq Inc Egl | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
MLMAX | Morgan Stanley Instl Global Core A | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
MLMCX | Morgan Stanley Instl Global Core C | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
MLMIX | Morgan Stanley Instl Global Core I | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
MLMSX | Morgan Stanley Instl Global Core R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
MUOSX | Morgan Stanley Instl US Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 2 | 9 | 5 | 9 | X | Small Blend |
NWALX | Nationwide BNY Mellon Dyn US Eq Inc A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
TIIRX | Nuveen Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
MBINX | NYLI Balanced Investor Class | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
TCSEX | Nuveen Quant Small Cap Equity A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
NQCRX | Nuveen Large Cap Value Opportunities I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
FASEX | Nuveen Mid Cap Value 1 A | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
FACSX | Nuveen Mid Cap Value 1 C | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
FSEIX | Nuveen Mid Cap Value 1 I | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
FMVQX | Nuveen Mid Cap Value 1 R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
TCMVX | Nuveen Mid Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
TRVHX | Nuveen Mid Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
TRVPX | Nuveen Mid Cap Value Premier | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
TIMVX | Nuveen Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
TRVRX | Nuveen Mid Cap Value Retire | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
TSCHX | Nuveen Quant Small Cap Equity I | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
NQCAX | Nuveen Large Cap Value Opportunities A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
TSRPX | Nuveen Quant Small Cap Equity Premier | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
TISEX | Nuveen Quant Small Cap Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
TRSEX | Nuveen Quant Small Cap Equity Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
TSCWX | Nuveen Quant Small Cap Equity W | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
NSCR | Nuveen Sustainable Core ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | V | Large Blend |
MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
MBNBX | NYLI Balanced Class B | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
MBACX | NYLI Balanced Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
MBAIX | NYLI Balanced Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
MBERX | NYLI Balanced Class R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Moderate Allocation |
NQCCX | Nuveen Large Cap Value Opportunities C | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
TRSCX | Nuveen Large Cap Responsible Eq Retire | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
TGIHX | Nuveen Core Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | V | Foreign Large Blend |
TRPGX | Nuveen Core Equity Premier | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
TIGRX | Nuveen Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
TRGIX | Nuveen Core Equity Retire | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
TGIWX | Nuveen Core Equity W | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 4 | V | Large Value |
TISCX | Nuveen Large Cap Responsible Eq R6 | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | V | Mid-Cap Value |
TIERX | Nuveen International Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIEHX | Nuveen International Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TREPX | Nuveen International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIIEX | Nuveen International Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TRERX | Nuveen International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIEWX | Nuveen International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TICRX | Nuveen Large Cap Responsible Eq A | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
TICHX | Nuveen Large Cap Responsible Eq I | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
TRPSX | Nuveen Large Cap Responsible Eq Premier | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
IVIFX | Delaware Ivy International Core Eq C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
IYITX | Delaware Ivy International Core Eq R | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Blend |
DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 2 | X | Technology |
NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Large Value |
PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PDIFX | Principal Diversified International R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
REMAX | Russell Inv Emerging Markets A | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
REMCX | Russell Inv Emerging Markets C | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
RMMTX | Russell Inv Emerging Markets M | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
REGRX | Russell Inv Emerging Markets R6 | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
REMSX | Russell Inv Emerging Markets S | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 3 | 4 | 8 | 8 | X | Large Blend |
PCGRX | Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Mid-Cap Value |
OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 3 | 4 | 8 | 8 | X | Large Growth |
OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Small Growth |
OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Small Growth |
OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Small Growth |
OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Small Value |
OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Small Value |
OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Small Value |
VIRS | Pacer BioThreat Strategy ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Large Blend |
ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 3 | X | Large Value |
PEXL | Pacer US Export Leaders ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 5 | X | Mid-Cap Growth |
PCCGX | Pioneer Mid Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Mid-Cap Value |
PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
PMCKX | Pioneer Mid Cap Value K | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Mid-Cap Value |
PCMRX | Pioneer Mid Cap Value R | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Mid-Cap Value |
PYCGX | Pioneer Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Mid-Cap Value |
MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
POGRX | PRIMECAP Odyssey Growth | Owns companies we recommend for divestment | 3 | 4 | 12 | 10 | X | Large Growth |
CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
REMYX | Russell Inv Emerging Markets Y | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 3 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 3 | 4 | 8 | 8 | X | Large Growth |
TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Large Blend |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Value |
TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
RAAX | VanEck Inflation Allocation ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Moderate Allocation |
MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Global Large-Stock Blend |
VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Blend |
VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 3 | 3 | 4 | 7 | X | Global Large-Stock Value |
VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Foreign Large Blend |
SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
SELV | SEI Enhanced Low Volatil US Lg Cap ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 8 | X | Large Blend |
SEIM | SEI Enhanced US Large Cap Momt Fac ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
SEIV | SEI Enhanced US Large Cap Value Fac ETF | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Small Blend |
SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Small Blend |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 13 | V | Large Growth |
DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
SPYD | SPDR® Portfolio S&P 500® High Div ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Large Value |
MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 3 | 14 | 15 | 15 | V | Large Blend |
SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Global Large-Stock Value |
PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Global Large-Stock Value |
PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 3 | 4 | 8 | 8 | X | Large Growth |
MYINX | NYLI WMC International Rsrch Eq Inv Cl | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Foreign Large Blend |
VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Moderate Allocation |
GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 3 | 5 | 7 | 4 | X | Moderate Allocation |
MAIFX | MoA International Fund | Owns companies we recommend for divestment | 3 | 3 | 9 | 5 | X | Foreign Large Blend |
MSHNX | Morgan Stanley Inst Permanence A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
MSHOX | Morgan Stanley Inst Permanence C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
NWFAX | Nationwide A | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Blend |
MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Blend |
GNWRX | Nationwide R | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Blend |
GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
MMNKX | MassMutual Small Cap Val Eq Y | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Large Blend |
EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 3 | 1 | 0 | 2 | X | Global Small/Mid Stock |
NWABX | Nationwide R6 | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Blend |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
MYIIX | NYLI WMC International Research Eq Cl I | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Foreign Large Blend |
TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Small Blend |
NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 3 | 8 | 3 | 6 | V | Small Blend |
NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Value |
NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Value |
NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Value |
TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
TLWCX | Nuveen Social Choice LwCrbn Eq A | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
TCCHX | Nuveen Social Choice LwCrbn Eq I | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
TPWCX | Nuveen Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
TNWCX | Nuveen Social Choice LwCrbn Eq R6 | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
TEWCX | Nuveen Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
MYITX | NYLI WMC International Research Eq Cl A | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Foreign Large Blend |
MYICX | NYLI WMC International Research Eq Cl C | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Foreign Large Blend |
NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Small Blend |
NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
NIQTX | Neuberger Berman International Eq Trst | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
NIQAX | Neuberger Berman International Eq A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NIQCX | Neuberger Berman International Eq C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NIQEX | Neuberger Berman International Eq E | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NBIIX | Neuberger Berman International Eq I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NIQVX | Neuberger Berman International Eq Inv | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NRIQX | Neuberger Berman International Eq R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NBNAX | Neuberger Berman International Sel A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NBNCX | Neuberger Berman International Sel C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NILIX | Neuberger Berman International Sel I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NBNRX | Neuberger Berman International Sel R3 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NRILX | Neuberger Berman International Sel R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NILTX | Neuberger Berman International Sel Tr | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
MMQSX | MassMutual Small Cap Val Eq R5 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
DBOAX | BNY Mellon Balanced Opportunity A | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
DBOCX | BNY Mellon Balanced Opportunity C | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
DBORX | BNY Mellon Balanced Opportunity I | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
DBOYX | BNY Mellon Balanced Opportunity Y | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
DBOZX | BNY Mellon Balanced Opportunity Z | Owns companies we recommend for divestment | 4 | 6 | 12 | 10 | X | Moderate Allocation |
DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
DISSX | BNY Mellon Small Cap Stock Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 6 | X | Small Value |
MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
DISIX | BNY Mellon Small Cap Stock Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 4 | 3 | 15 | 6 | X | Foreign Large Blend |
AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | V | Large Blend |
CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock Blend |
CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Foreign Large Blend |
HRCPX | Carillon ClariVest Capital Apprec A | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Growth |
HRCCX | Carillon ClariVest Capital Apprec C | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Growth |
HRCIX | Carillon ClariVest Capital Apprec I | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Growth |
HRCUX | Carillon ClariVest Capital Apprec R6 | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Growth |
CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
CRNSX | Catholic Rspnsbl Invst Intl Sm-Cp Ins | Owns companies we recommend for divestment | 4 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
CRLSX | Catholic Rspnsbl Invstmnts Intl Eq Ins | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Blend |
CRLVX | Catholic Rspnsbl Invstmnts Intl Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Blend |
LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 3 | X | Foreign Large Value |
RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Blend |
VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Foreign Large Value |
VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 7 | 6 | X | Mid-Cap Blend |
VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
TWADX | American Century Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 9 | 5 | X | Large Growth |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Technology |
EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Europe Stock |
EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 9 | X | Mid-Cap Value |
QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Small Growth |
DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 4 | X | Large Value |
USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 13 | 11 | 15 | V | Large Blend |
SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Value |
AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
MMQYX | MassMutual Small Cap Val Eq Svc | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
MMQFX | MassMutual Small Cap Val Eq R4 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
IINCX | Delaware Ivy International Core Eq R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
TLTE | FlexShares Mstar EmgMkts FctTilt ETF | Owns companies we recommend for divestment | 3 | 1 | 13 | 1 | X | Diversified Emerging Mkts |
ASET | FlexShares Real Assets Allocation ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Global Large-Stock Blend |
FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Miscellaneous Region |
FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 3 | 6 | 13 | 4 | X | Global Allocation |
FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 3 | 6 | 13 | 4 | X | Global Allocation |
FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 3 | 6 | 13 | 4 | X | Global Allocation |
FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 3 | 6 | 13 | 4 | X | Global Allocation |
FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 3 | 6 | 13 | 4 | X | Global Allocation |
FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 8 | X | Technology |
FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 3 | 2 | 11 | 2 | X | Foreign Large Blend |
FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Miscellaneous Region |
FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Small Value |
FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FSBDX | Fidelity Series Blue Chip Growth | Owns companies we recommend for divestment | 3 | 9 | 12 | 6 | X | Large Growth |
FIGSX | Fidelity Series International Growth | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FSSJX | Fidelity Series Select Intl Sm Cp | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
FSSLX | Fidelity Series Small Cap Core | Owns companies we recommend for divestment | 3 | 4 | 3 | 3 | X | Small Blend |
FSOPX | Fidelity Series Small Cap Opps | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FCPGX | Fidelity Small Cap Growth | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FOCSX | Fidelity Small Cap Growth K6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FDSCX | Fidelity Stock Selector Small Cap | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FCPI | Fidelity Stocks for Inflation ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | X | Large Blend |
FDVLX | Fidelity Value | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FEBAX | First Eagle Global Income Builder A | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Europe Stock |
FEBCX | First Eagle Global Income Builder C | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
FEBIX | First Eagle Global Income Builder I | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
FEBRX | First Eagle Global Income Builder R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Large Blend |
FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 13 | 3 | X | Foreign Large Blend |
EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
FICS | First Trust Intl Developed Cap Strth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FDL | First Trust Morningstar Div Leaders ETF | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Foreign Large Blend |
FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GGIPX | Goldman Sachs GQG Ptnrs Intl Opps P | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
GSIQX | Goldman Sachs GQG Ptnrs Intl Opps R | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
GSIYX | Goldman Sachs GQG Ptnrs Intl Opps R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
GSIMX | Goldman Sachs GQG Ptnrs Intl Opps Instl | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
GSINX | Goldman Sachs GQG Ptnrs Intl Opps Inv | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
GSILX | Goldman Sachs GQG Ptnrs Intl Opps C | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
GCLLX | Goldman Sachs Enh Core EqFund-ClassC | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
FLQM | Franklin US Mid Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 6 | 3 | 5 | X | Mid-Cap Blend |
ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 9 | X | Technology |
GAGAX | Gabelli Global Rising Income and Div A | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
GAGCX | Gabelli Global Rising Income and Div AAA | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
GACCX | Gabelli Global Rising Income and Div C | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
GAGIX | Gabelli Global Rising Income and Div I | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Aggressive Allocation |
GGZPX | Goldman Sachs Enh Cor EqFund-ShareclassP | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GSLLX | Goldman Sachs Enh Core Eq Fund-InvShares | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GALLX | Goldman Sachs Enh Core EqFund-ClassA | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GRLLX | Goldman Sachs Enh Core EqFund-ClassR | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GSIHX | Goldman Sachs GQG Ptnrs Intl Opps A | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
GILLX | Goldman Sachs Enh Core EqFund-Instl | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GFCUX | Goldman Sachs Enh CorEqFund-ShareClassR6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Blend |
GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
FQAL | Fidelity Quality Factor ETF | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Blend |
FNCL | Fidelity MSCI Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
EVTMX | Eaton Vance Dividend Builder A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
ECTMX | Eaton Vance Dividend Builder C | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
EIUTX | Eaton Vance Dividend Builder I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Mid-Cap Value |
MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Mid-Cap Value |
KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
QABGX | Federated Hermes MDT Balanced A | Owns companies we recommend for divestment | 3 | 10 | 12 | 7 | X | Moderate Allocation |
QCBGX | Federated Hermes MDT Balanced C | Owns companies we recommend for divestment | 3 | 10 | 12 | 7 | X | Moderate Allocation |
QIBGX | Federated Hermes MDT Balanced IS | Owns companies we recommend for divestment | 3 | 10 | 12 | 7 | X | Moderate Allocation |
QKBGX | Federated Hermes MDT Balanced R6 | Owns companies we recommend for divestment | 3 | 10 | 12 | 7 | X | Moderate Allocation |
FLCC | Federated Hermes MDT Large Cap Core ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 4 | X | Large Blend |
QALGX | Federated Hermes MDT Large Cap Growth A | Owns companies we recommend for divestment | 3 | 6 | 8 | 6 | X | Large Growth |
QCLGX | Federated Hermes MDT Large Cap Growth C | Owns companies we recommend for divestment | 3 | 6 | 8 | 6 | X | Large Growth |
QILGX | Federated Hermes MDT Large Cap Growth IS | Owns companies we recommend for divestment | 3 | 6 | 8 | 6 | X | Large Growth |
QRLGX | Federated Hermes MDT Large Cap Growth R6 | Owns companies we recommend for divestment | 3 | 6 | 8 | 6 | X | Large Growth |
EPGAX | Fidelity Advisor Equity Growth A | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
EQPGX | Fidelity Advisor Equity Growth I | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
IVVYX | Delaware Ivy International Core Eq Y | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 16 | 0 | X | Diversified Emerging Mkts |
DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | V | Small Value |
DHLRX | Diamond Hill Large Cap I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
DHLAX | Diamond Hill Large Cap Inv | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
DHLYX | Diamond Hill Large Cap Y | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | V | Large Blend |
DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 3 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
SUWAX | DWS Core Equity A | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
SUWCX | DWS Core Equity C | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
SUWIX | DWS Core Equity Inst | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
SUWZX | DWS Core Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
SCDGX | DWS Core Equity S | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 3 | 2 | 7 | 3 | X | Large Value |
DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 3 | 2 | 7 | 3 | X | Large Value |
DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 3 | 2 | 7 | 3 | X | Large Value |
DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 3 | 2 | 7 | 3 | X | Large Value |
EPGCX | Fidelity Advisor Equity Growth C | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FAEGX | Fidelity Advisor Equity Growth M | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FDIS | Fidelity MSCI Consumer Discret ETF | Owns companies we recommend for divestment | 3 | 9 | 10 | 6 | X | Consumer Cyclical |
FIFOX | Fidelity Founders A | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FBGRX | Fidelity Blue Chip Growth | Owns companies we recommend for divestment | 3 | 9 | 12 | 6 | X | Large Growth |
FBGKX | Fidelity Blue Chip Growth K | Owns companies we recommend for divestment | 3 | 9 | 12 | 6 | X | Large Growth |
FBCGX | Fidelity Blue Chip Growth K6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 7 | X | Large Growth |
FDCAX | Fidelity Capital Appreciation | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
FCAKX | Fidelity Capital Appreciation K | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
FDEQX | Fidelity Disciplined Equity | Owns companies we recommend for divestment | 3 | 4 | 10 | 6 | X | Large Growth |
FDEKX | Fidelity Disciplined Equity K | Owns companies we recommend for divestment | 3 | 4 | 10 | 6 | X | Large Growth |
FEOPX | Fidelity Enduring Opportunities | Owns companies we recommend for divestment | 3 | 5 | 8 | 10 | X | Global Large-Stock Growth |
FEGKX | Fidelity Equity Growth K6 | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FIFNX | Fidelity Founders | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FIFQX | Fidelity Founders C | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FIFVX | Fidelity Founders I | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FIFPX | Fidelity Founders M | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FIFWX | Fidelity Founders Z | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
FDSVX | Fidelity Growth Discovery | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FGDKX | Fidelity Growth Discovery K | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FIGFX | Fidelity International Growth | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FIDI | Fidelity International High Div ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Foreign Large Value |
FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Mid-Cap Blend |
FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Mid-Cap Blend |
FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Mid-Cap Blend |
FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FZAFX | Fidelity Advisor Equity Growth Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FMFMX | Fidelity Advisor Series Equity Gr | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Growth |
FIAGX | Fidelity Advisor International Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FIGCX | Fidelity Advisor International Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FIIIX | Fidelity Advisor International Growth I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FITGX | Fidelity Advisor International Growth M | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FZAJX | Fidelity Advisor International Growth Z | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Foreign Large Growth |
FIIAX | Fidelity Advisor Mid Cap II A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Blend |
FIICX | Fidelity Advisor Mid Cap II C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Blend |
FIIMX | Fidelity Advisor Mid Cap II I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Blend |
FITIX | Fidelity Advisor Mid Cap II M | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Blend |
FZAMX | Fidelity Advisor Mid Cap II Z | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Blend |
FCAGX | Fidelity Advisor Small Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FCVFX | Fidelity Advisor Value C | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
FCCGX | Fidelity Advisor Small Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FCIGX | Fidelity Advisor Small Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FCTGX | Fidelity Advisor Small Cap Growth M | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FIDGX | Fidelity Advisor Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
FCDAX | Fidelity Advisor Stock Selector Sm Cp A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FCDCX | Fidelity Advisor Stock Selector Sm Cp C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FCDIX | Fidelity Advisor Stock Selector Sm Cp I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FCDTX | Fidelity Advisor Stock Selector Sm Cp M | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FSSZX | Fidelity Advisor Stock Selector Sm Cp Z | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
FAVFX | Fidelity Advisor Value A | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Mid-Cap Value |
HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
MMQTX | MassMutual Small Cap Val Eq R3 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 3 | 8 | 6 | 9 | X | Mid-Cap Blend |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
VEUAX | JPMorgan Europe Dynamic A | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 3 | 8 | 7 | 6 | X | Large Value |
VEUCX | JPMorgan Europe Dynamic C | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
JFESX | JPMorgan Europe Dynamic I | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
JFEIX | JPMorgan Europe Dynamic L | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
VEUVX | JPMorgan Europe Dynamic R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 9 | X | Large Blend |
OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 3 | 8 | 7 | 6 | X | Large Value |
JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
| JHFunds2 Science & Technology NAV | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
JIJAX | JHancock International Dynamic Gr A | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
JIJCX | JHancock International Dynamic Gr C | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
JIJIX | JHancock International Dynamic Gr I | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
JIJRX | JHancock International Dynamic Gr R6 | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
JHDV | JHancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
MMOEX | MassMutual International Eq Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
MMIAX | MassMutual International Eq A | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MIELX | MassMutual International Eq Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MIZIX | MassMutual International Eq I | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MEERX | MassMutual International Eq R3 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MEIRX | MassMutual International Eq R4 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MIEDX | MassMutual International Eq R5 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MYIEX | MassMutual International Eq Svc | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
MOSAX | MassMutual Overseas A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
MOSLX | MassMutual Overseas Adm | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MOSZX | MassMutual Overseas I | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MOSFX | MassMutual Overseas R4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MOSSX | MassMutual Overseas R5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MOSYX | MassMutual Overseas Svc | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MMOJX | MassMutual Overseas Y | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
MMQAX | MassMutual Small Cap Val Eq A | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
MMQLX | MassMutual Small Cap Val Eq Adm | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
MMQIX | MassMutual Small Cap Val Eq I | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
LGOFX | Lord Abbett Growth Opportunities F | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
LMGAX | Lord Abbett Growth Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LMGCX | Lord Abbett Growth Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LOMGX | Lord Abbett Growth Opportunities F3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LIDOX | Lord Abbett International Value F3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LMGYX | Lord Abbett Growth Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGOPX | Lord Abbett Growth Opportunities P | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGOQX | Lord Abbett Growth Opportunities R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGORX | Lord Abbett Growth Opportunities R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGOSX | Lord Abbett Growth Opportunities R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGOTX | Lord Abbett Growth Opportunities R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LGOVX | Lord Abbett Growth Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
LIDAX | Lord Abbett International Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LIDCX | Lord Abbett International Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
LIDFX | Lord Abbett International Value F | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Foreign Large Value |
JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
SIDRX | Hartford Schroders Intl Multi-Cp Val SDR | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
HFYYX | Hartford Schroders Intl Multi-Cp Val Y | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Large Blend |
HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Large Blend |
WCEO | Hypatia Women CEO ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | V | Small Blend |
CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
HFYSX | Hartford Schroders Intl Multi-Cp Val R4 | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
HFYTX | Hartford Schroders Intl Multi-Cp Val R5 | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
HFYRX | Hartford Schroders Intl Multi-Cp Val R3 | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
IHOFX | Hartford International Opportunities F | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
IHOAX | Hartford International Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
IHOIX | Hartford International Opportunities I | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
SIDNX | Hartford Schroders Intl Multi-Cp Val I | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
IHORX | Hartford International Opportunities R3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
IHOSX | Hartford International Opportunities R4 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
IHOTX | Hartford International Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Blend |
ROIS | Hartford Multifactor InternationalSmCETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
QUVU | Hartford Quality Value ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
SIDVX | Hartford Schroders Intl Multi-Cp Val A | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
HFYCX | Hartford Schroders Intl Multi-Cp Val C | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
HFYFX | Hartford Schroders Intl Multi-Cp Val F | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
PRN | Invesco Dorsey Wright IndustrialsMomtETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Industrials |
SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 3 | 4 | 0 | 3 | X | Small Value |
CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Mid-Cap Blend |
VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Large Value |
PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 3 | 10 | 8 | 10 | V | Small Blend |
IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 3 | 3 | 12 | 11 | X | Technology |
IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Financial |
IWC | iShares Micro-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Small Blend |
EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Miscellaneous Region |
GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 7 | X | Large Growth |
PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 12 | V | Large Growth |
IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Blend |
OIDAX | Invesco International Diversified A | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
OIDCX | Invesco International Diversified C | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
OIDNX | Invesco International Diversified R | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
INDFX | Invesco International Diversified R5 | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
OIDIX | Invesco International Diversified R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
OIDYX | Invesco International Diversified Y | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
PWV | Invesco Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 3 | X | Large Value |
VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
XLG | Invesco S&P 500® Top 50 ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Blend |
OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
SPGP | Invesco S&P 500 GARP ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Large Blend |
DIVG | Invesco S&P 500 Hi Div Grwrs ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 4 | X | Mid-Cap Value |
XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 3 | 6 | 4 | 3 | X | Large Blend |
SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 3 | X | Large Value |
IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
AWSAX | Invesco Global Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
TLQHX | Nuveen Lifecycle Index 2025 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLVPX | Nuveen Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLQIX | Nuveen Lifecycle Index 2025 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2040 |
IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2030 |
SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2035 |
SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2045 |
NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2050 |
SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2055 |
SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2060 |
SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2065+ |
FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 47 | 45 | 82 | 59 | X | Moderately Aggressive Allocation |
ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
TLQRX | Nuveen Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
| TSP L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2035 |
TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PXASX | Principal LifeTime 2030 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PTCSX | Principal LifeTime 2030 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2030 |
LTANX | Principal LifeTime 2035 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2035 |
TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2035 |
LTSEX | Principal LifeTime 2035 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2035 |
LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2035 |
PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PYASX | Principal LifeTime 2040 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PTDSX | Principal LifeTime 2040 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2040 |
TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
| TSP L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
| TSP L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
LTRGX | Principal LifeTime 2045 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2045 |
JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 43 | 10 | 92 | 14 | X | Foreign Large Blend |
HRAAX | Hartford Growth Allocation A | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRACX | Hartford Growth Allocation C | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRAFX | Hartford Growth Allocation F | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRAIX | Hartford Growth Allocation I | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRARX | Hartford Growth Allocation R3 | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRASX | Hartford Growth Allocation R4 | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
HRATX | Hartford Growth Allocation R5 | Owns companies we recommend for divestment | 43 | 33 | 61 | 48 | X | Moderately Aggressive Allocation |
JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
| TSP L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 45 | 35 | 99 | 44 | X | Global Large-Stock Blend |
RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
RBLUX | Russell Inv LifePoints Balanced Strat R4 | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 45 | 15 | 85 | 17 | X | Foreign Large Blend |
| TSP L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| TSP L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| TSP L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| TSP L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 44 | 34 | 69 | 50 | X | Moderate Allocation |
FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 43 | 13 | 78 | 15 | X | Foreign Large Blend |
SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
RELRX | Russell Inv LifePoints Equity Gr StratR1 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSGGX | Principal SAM Strategic Growth R1 | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSGLX | Principal SAM Strategic Growth R4 | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 43 | 40 | 69 | 52 | X | Aggressive Allocation |
REAAX | Russell Inv LifePoints Equity Gr Strat A | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RELCX | Russell Inv LifePoints Equity Gr Strat C | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RELSX | Russell Inv LifePoints Equity Gr Strat S | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RELUX | Russell Inv LifePoints Equity Gr StratR4 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
RELVX | Russell Inv LifePoints Equity Gr StratR5 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALAX | Russell Inv LifePoints Growth Strat A | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALCX | Russell Inv LifePoints Growth Strat C | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALRX | Russell Inv LifePoints Growth Strat R1 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALUX | Russell Inv LifePoints Growth Strat R4 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALVX | Russell Inv LifePoints Growth Strat R5 | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
RALSX | Russell Inv LifePoints Growth Strat S | Owns companies we recommend for divestment | 43 | 34 | 69 | 48 | X | Moderately Aggressive Allocation |
SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2045 |
LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2045 |
FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 41 | 12 | 80 | 12 | X | Foreign Large Blend |
GPIRX | Goldman Sachs Growth & Inc Strat R | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GOIAX | Goldman Sachs Growth & Inc Strat A | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOICX | Goldman Sachs Growth & Inc Strat C | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOIIX | Goldman Sachs Growth & Inc Strat Instl | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GPITX | Goldman Sachs Growth & Inc Strat Inv | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GGSPX | Goldman Sachs Growth & Inc Strat P | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOIUX | Goldman Sachs Growth & Inc Strat R6 | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GOISX | Goldman Sachs Growth & Inc Strat Svc | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FFIKX | Fidelity Freedom Index 2065 Instl Prm | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
LTRLX | Principal LifeTime 2045 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2045 |
ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
PLTSX | Principal LifeTime 2070 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLTBX | Principal LifeTime 2070 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2055 |
LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2045 |
PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PZASX | Principal LifeTime 2050 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PTESX | Principal LifeTime 2050 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2050 |
LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2055 |
LTFGX | Principal LifeTime 2055 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2055 |
LTFLX | Principal LifeTime 2055 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2055 |
PLJDX | Principal LifeTime 2065 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2055 |
PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLTRX | Principal LifeTime 2060 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLTMX | Principal LifeTime 2060 R4 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2060 |
PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLJAX | Principal LifeTime 2065 R1 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 47 | 43 | 68 | 55 | X | Target-Date 2065+ |
ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
PSBGX | Principal SAM Balanced R1 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
PSBLX | Principal SAM Balanced R4 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderate Allocation |
SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCGGX | Principal SAM Conservative Growth R1 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCWSX | Principal SAM Conservative Growth R4 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 48 | 51 | 69 | 66 | X | Moderately Aggressive Allocation |
FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 42 | 13 | 86 | 15 | X | Foreign Large Blend |
MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2060 |
ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Aggressive Allocation |
OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderate Allocation |
IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 30 | 12 | 48 | 12 | X | Foreign Large Blend |
JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
CPDAX | Columbia Capital Allocation Agrsv Adv | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 21 | 59 | 21 | X | Global Large-Stock Value |
AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 29 | 36 | 42 | 44 | X | Large Blend |
DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 29 | 8 | 58 | 12 | X | Foreign Large Blend |
NBIAX | Columbia Capital Alloc Mod Agrsv A | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
CGBRX | Columbia Capital Alloc Mod Agrsv Adv | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
NBICX | Columbia Capital Alloc Mod Agrsv C | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
NBGPX | Columbia Capital Alloc Mod Agrsv Inst | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
CPHNX | Columbia Capital Alloc Mod Agrsv Inst3 | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
CLBRX | Columbia Capital Alloc Mod Agrsv R | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
RBGCX | Columbia Capital Allocation Agrsv C | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 28 | 31 | 45 | 39 | X | Tactical Allocation |
PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2050 |
PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2055 |
PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2065+ |
PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2060 |
JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2040 |
JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 30 | 31 | 42 | 34 | X | Global Allocation |
PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2030 |
PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2030 |
PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2030 |
PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2035 |
PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2035 |
PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2035 |
PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2040 |
PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2040 |
PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2060 |
PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2045 |
PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2045 |
PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2045 |
PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2050 |
PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2050 |
PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2050 |
PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2055 |
PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2055 |
PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2055 |
PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 30 | 36 | 43 | 43 | X | Target-Date 2060 |
SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 28 | 10 | 54 | 12 | X | Foreign Large Blend |
LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 28 | 31 | 45 | 39 | X | Tactical Allocation |
PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 27 | 34 | 41 | 43 | X | Large Value |
TRRBX | T. Rowe Price Retirement 2020 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
PARBX | T. Rowe Price Retirement 2020 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
TRDBX | T. Rowe Price Retirement 2020 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
RRTBX | T. Rowe Price Retirement 2020 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| JNL/Goldman Sachs Managed Moderate Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 27 | 8 | 49 | 5 | V | Foreign Large Blend |
AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 28 | 32 | 41 | 44 | X | Large Blend |
DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 28 | 32 | 41 | 44 | X | Large Blend |
DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 28 | 5 | 59 | 12 | V | Foreign Large Blend |
DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 28 | 34 | 39 | 45 | X | Large Blend |
TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 28 | 34 | 40 | 45 | X | Large Blend |
| JNL/Goldman Sachs Managed Agrsv Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Agrsv Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Moderate Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
TRABX | T. Rowe Price Retirement Income 2020 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
TRLAX | T. Rowe Price Retirement Income 2020 Inv | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2060 |
ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 37 | 30 | 68 | 35 | X | Global Large-Stock Blend |
GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 37 | 30 | 68 | 35 | X | Global Large-Stock Blend |
GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 37 | 30 | 68 | 35 | X | Global Large-Stock Blend |
GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 37 | 30 | 68 | 35 | X | Global Large-Stock Blend |
FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 37 | 44 | 50 | 54 | X | Large Blend |
ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 38 | 11 | 72 | 14 | X | Foreign Small/Mid Value |
TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2030 |
TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2030 |
TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2035 |
TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2035 |
TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2040 |
TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 37 | 11 | 65 | 11 | X | Foreign Large Value |
BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2045 |
PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2060 |
PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2065+ |
DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 36 | 33 | 61 | 48 | X | Large Blend |
IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 37 | 10 | 65 | 11 | X | Foreign Large Blend |
BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2040 |
TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2045 |
PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2040 |
VYGTX | Voya Global Diversified Payment R | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGUX | Voya Global Diversified Payment R6 | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGWX | Voya Global Diversified Payment W | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2030 |
MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2030 |
MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2030 |
MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2035 |
MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2035 |
MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2035 |
MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2040 |
MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2040 |
VYGRX | Voya Global Diversified Payment C | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2045 |
MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2045 |
MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2045 |
MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2050 |
MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2050 |
MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2050 |
MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2055 |
MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2055 |
MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2055 |
MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 41 | 40 | 76 | 52 | X | Target-Date 2060 |
VYGSX | Voya Global Diversified Payment I | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGQX | Voya Global Diversified Payment A | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2050 |
HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2050 |
TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2055 |
TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2055 |
TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2060 |
TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2060 |
TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2065+ |
TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2065+ |
AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 39 | 11 | 77 | 11 | X | Foreign Large Blend |
DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 39 | 10 | 72 | 13 | X | Foreign Large Blend |
DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 40 | 12 | 79 | 15 | X | Foreign Large Blend |
HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 40 | 30 | 54 | 42 | X | Moderate Allocation |
IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 40 | 11 | 66 | 12 | X | Foreign Large Blend |
VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2055 |
PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 32 | 38 | 44 | 47 | X | Large Blend |
IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 32 | 36 | 43 | 48 | X | Large Growth |
GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 32 | 27 | 61 | 37 | X | Target-Date 2055 |
VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 33 | 25 | 58 | 30 | X | Global Large-Stock Blend |
TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 33 | 25 | 58 | 30 | X | Global Large-Stock Blend |
GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 33 | 25 | 58 | 30 | X | Global Large-Stock Blend |
TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 33 | 25 | 58 | 30 | X | Global Large-Stock Blend |
VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 32 | 27 | 61 | 37 | X | Target-Date 2055 |
GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 32 | 27 | 61 | 37 | X | Target-Date 2045 |
VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
RAGIX | RiverFront Asset Allocation Gr & Inc A | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2060 |
PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 30 | 31 | 59 | 41 | X | Target-Date 2065+ |
RLGCX | RiverFront Asset Allocation Gr & Inc C | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 32 | 27 | 61 | 37 | X | Target-Date 2045 |
RLIIX | RiverFront Asset Allocation Gr & Inc I | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
RLGAX | RiverFront Asset Allocation Gr & Inc Inv | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 37 | 42 | 47 | X | Large Blend |
FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 31 | 31 | 59 | 45 | X | Global Large-Stock Blend |
GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 31 | 31 | 59 | 45 | X | Global Large-Stock Blend |
IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 31 | 12 | 61 | 12 | X | Foreign Large Blend |
ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 32 | 39 | 45 | 49 | X | Large Blend |
FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 48 | X | Large Blend |
VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2035 |
PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2040 |
MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2065+ |
PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2045 |
PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 36 | 34 | 71 | 45 | X | Target-Date 2050 |
PFESX | PFG BR Target Allocation EqStrtgyRShares | Owns companies we recommend for divestment | 36 | 26 | 69 | 40 | X | Large Blend |
MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2060 |
VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 34 | 26 | 57 | 40 | X | Global Large-Stock Blend |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 34 | 9 | 64 | 15 | V | Foreign Large Blend |
TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 34 | 27 | 50 | 37 | X | Global Large-Stock Blend |
URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 28 | 56 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 39 | 47 | 52 | X | Moderate Allocation |
MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2055 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 34 | 28 | 51 | 37 | X | Global Large-Stock Blend |
DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 35 | 11 | 67 | 12 | X | Foreign Large Blend |
VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 62 | 45 | X | Moderately Aggressive Allocation |
VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 62 | 45 | X | Moderate Allocation |
ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 28 | 63 | 40 | X | Global Large-Stock Blend |
MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2030 |
MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2035 |
MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2040 |
MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2045 |
MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 41 | 70 | 50 | X | Target-Date 2050 |
AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
JHAUX | JHancock 2025 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2025 |
JRTBX | JHancock 2025 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2025 |
JRTDX | JHancock 2025 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2025 |
JRTFX | JHancock 2025 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2025 |
JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2030 |
JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2030 |
JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2030 |
JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2030 |
JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2035 |
JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2035 |
VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2035 |
ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2035 |
JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2040 |
ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
MRYTX | MassMutual RetireSMART by JPM 2030 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderate Allocation |
JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderate Allocation |
JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderately Aggressive Allocation |
JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderately Aggressive Allocation |
JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderately Aggressive Allocation |
MRYAX | MassMutual RetireSMART by JPM 2030 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
MRYYX | MassMutual RetireSMART by JPM 2030 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
MRYUX | MassMutual RetireSMART by JPM 2030 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
MRYNX | MassMutual RetireSMART by JPM 2030 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
MRYZX | MassMutual RetireSMART by JPM 2030 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
MRYSX | MassMutual RetireSMART by JPM 2030 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2030 |
JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Aggressive Allocation |
MMXAX | MassMutual RetireSMART by JPM 2035 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXYX | MassMutual RetireSMART by JPM 2035 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXUX | MassMutual RetireSMART by JPM 2035 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXNX | MassMutual RetireSMART by JPM 2035 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXZX | MassMutual RetireSMART by JPM 2035 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXTX | MassMutual RetireSMART by JPM 2035 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MMXSX | MassMutual RetireSMART by JPM 2035 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2035 |
MRFAX | MassMutual RetireSMART by JPM 2040 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
MRFYX | MassMutual RetireSMART by JPM 2040 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
MRFUX | MassMutual RetireSMART by JPM 2040 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Moderate Allocation |
JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Aggressive Allocation |
JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2040 |
JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2055 |
JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2040 |
JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2040 |
JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2045 |
JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2045 |
JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2045 |
JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2045 |
JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2050 |
JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2050 |
JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2050 |
JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2050 |
JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2055 |
JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Aggressive Allocation |
JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2055 |
JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2055 |
JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2060 |
JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2060 |
JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2060 |
JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2060 |
JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2065+ |
JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2065+ |
JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2065+ |
JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 50 | 130 | 60 | X | Target-Date 2065+ |
ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 73 | 47 | 121 | 57 | X | Target-Date 2060 |
MRFZX | MassMutual RetireSMART by JPM 2040 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2050 |
PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2050 |
PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2055 |
PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2055 |
PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2060 |
PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2060 |
PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2065+ |
PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 70 | 47 | 122 | 56 | X | Target-Date 2065+ |
AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 70 | 47 | 122 | 57 | X | Target-Date 2045 |
AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 70 | 47 | 122 | 57 | X | Target-Date 2045 |
VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2050 |
MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Aggressive Allocation |
AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Aggressive Allocation |
MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Aggressive Allocation |
MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Aggressive Allocation |
MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Aggressive Allocation |
MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Moderately Aggressive Allocation |
AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Moderately Aggressive Allocation |
MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Moderately Aggressive Allocation |
MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Moderately Aggressive Allocation |
MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 72 | 49 | 121 | 59 | X | Moderately Aggressive Allocation |
FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 73 | 50 | 125 | 60 | X | Aggressive Allocation |
FRGAX | Growth Allocation | Owns companies we recommend for divestment | 73 | 50 | 125 | 60 | X | Moderately Aggressive Allocation |
VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 73 | 50 | 113 | 59 | X | Moderate Allocation |
UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 73 | 48 | 121 | 57 | X | Global Large-Stock Blend |
URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2030 |
URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2040 |
AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2050 |
AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 71 | 44 | 137 | 59 | X | Moderate Allocation |
DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 71 | 44 | 137 | 59 | X | Global Large-Stock Blend |
DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Global Large-Stock Blend |
DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Global Large-Stock Blend |
DRIGX | Dimensional 2035 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2035 |
DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2040 |
DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2045 |
DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2055 |
AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2060 |
DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 45 | 136 | 59 | X | Target-Date 2065+ |
VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
MFRNX | MassMutual RetireSMART by JPM 2040 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
MRFTX | MassMutual RetireSMART by JPM 2040 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2045 |
JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Moderate Allocation |
VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2030 |
VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2035 |
VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2040 |
VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2050 |
JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2055 |
VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2060 |
VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2065+ |
VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2065+ |
UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderately Aggressive Allocation |
USBSX | Victory Cornerstone Moderate | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderate Allocation |
USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderate Allocation |
JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderate Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderately Aggressive Allocation |
JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 76 | 48 | 124 | 55 | X | Aggressive Allocation |
JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 76 | 50 | 124 | 56 | X | Moderate Allocation |
JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 76 | 49 | 124 | 56 | X | Moderately Aggressive Allocation |
JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2055 |
JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2060 |
JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 132 | 62 | X | Target-Date 2030 |
JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2035 |
JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 79 | 53 | 132 | 62 | X | Target-Date 2040 |
JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 132 | 61 | X | Target-Date 2045 |
JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2050 |
MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
MFRSX | MassMutual RetireSMART by JPM 2040 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2040 |
NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Aggressive Allocation |
MMWHX | MassMutual RetireSMART by JPM 2060 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
MMWGX | MassMutual RetireSMART by JPM 2060 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
MMZGX | MassMutual RetireSMART by Jpm 2065 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZEX | MassMutual RetireSMART by Jpm 2065 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZBX | MassMutual RetireSMART by Jpm 2065 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZHX | MassMutual RetireSMART by Jpm 2065 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZFX | MassMutual RetireSMART by Jpm 2065 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZCX | MassMutual RetireSMART by Jpm 2065 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
MMZDX | MassMutual RetireSMART by Jpm 2065 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2065+ |
NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Aggressive Allocation |
MMWBX | MassMutual RetireSMART by JPM 2060 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Aggressive Allocation |
GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Aggressive Allocation |
NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Aggressive Allocation |
NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Moderately Aggressive Allocation |
NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Moderately Aggressive Allocation |
GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Moderately Aggressive Allocation |
GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Moderately Aggressive Allocation |
NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 74 | 49 | 125 | 59 | X | Moderately Aggressive Allocation |
BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 74 | 48 | 126 | 59 | X | Global Allocation |
SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
MMWCX | MassMutual RetireSMART by JPM 2060 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
MMWIX | MassMutual RetireSMART by JPM 2060 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
MMRNX | MassMutual RetireSMART by JPM 2050 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMKAX | MassMutual RetireSMART by JPM 2045 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKYX | MassMutual RetireSMART by JPM 2045 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKUX | MassMutual RetireSMART by JPM 2045 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKNX | MassMutual RetireSMART by JPM 2045 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKZX | MassMutual RetireSMART by JPM 2045 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKTX | MassMutual RetireSMART by JPM 2045 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMKSX | MassMutual RetireSMART by JPM 2045 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2045 |
MMARX | MassMutual RetireSMART by JPM 2050 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMRYX | MassMutual RetireSMART by JPM 2050 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMRUX | MassMutual RetireSMART by JPM 2050 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMRZX | MassMutual RetireSMART by JPM 2050 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMWFX | MassMutual RetireSMART by JPM 2060 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
MMRTX | MassMutual RetireSMART by JPM 2050 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMTSX | MassMutual RetireSMART by JPM 2050 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2050 |
MMWAX | MassMutual RetireSMART by JPM 2055 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWYX | MassMutual RetireSMART by JPM 2055 Adm | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWZX | MassMutual RetireSMART by JPM 2055 I | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWTX | MassMutual RetireSMART by JPM 2055 R3 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWEX | MassMutual RetireSMART by JPM 2055 R4 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWUX | MassMutual RetireSMART by JPM 2055 R5 | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWSX | MassMutual RetireSMART by JPM 2055 Svc | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2055 |
MMWDX | MassMutual RetireSMART by JPM 2060 A | Owns companies we recommend for divestment | 74 | 51 | 121 | 59 | X | Target-Date 2060 |
SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderate Allocation |
ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderate Allocation |
MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderate Allocation |
MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 75 | 52 | 127 | 60 | X | Moderately Aggressive Allocation |
AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
FDTKX | Fidelity Freedom 2025 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2025 |
FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2065+ |
FFTWX | Fidelity Freedom 2025 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2025 |
FSNPX | Fidelity Freedom 2025 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2025 |
FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2030 |
FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2030 |
FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2030 |
FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2035 |
FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2035 |
FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2035 |
FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2040 |
FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2040 |
FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2040 |
FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2045 |
FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2045 |
FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2050 |
FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2045 |
FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2050 |
FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2055 |
FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2060 |
FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2045 |
FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2050 |
FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2050 |
FSRMX | Fidelity Simplicity RMD 2030 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2030 |
FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2055 |
FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2055 |
FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2055 |
FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2060 |
FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2060 |
FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2060 |
FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2065+ |
FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2065+ |
FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2065+ |
FMRHX | Fidelity Simplicity RMD 2025 | Owns companies we recommend for divestment | 60 | 41 | 90 | 48 | X | Target-Date 2025 |
TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2040 |
LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
FIJMX | Fidelity Advisor Freedom 2025 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 56 | 29 | 97 | 35 | X | Aggressive Allocation |
SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 56 | 29 | 97 | 35 | X | Aggressive Allocation |
AOA | iShares Core Aggressive Allocation ETF | Owns companies we recommend for divestment | 57 | 45 | 99 | 53 | X | Global Allocation |
AOR | iShares Core Growth Allocation ETF | Owns companies we recommend for divestment | 57 | 45 | 99 | 53 | X | Moderate Allocation |
ROMO | Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | Owns companies we recommend for divestment | 57 | 31 | 93 | 37 | X | Moderately Aggressive Allocation |
FATWX | Fidelity Advisor Freedom 2025 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
FCTWX | Fidelity Advisor Freedom 2025 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
FITWX | Fidelity Advisor Freedom 2025 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
FPGLX | Fidelity Advisor Freedom 2025 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
FTTWX | Fidelity Advisor Freedom 2025 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2025 |
FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 56 | 41 | 99 | 52 | X | Tactical Allocation |
FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2030 |
FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 58 | 40 | 88 | 46 | X | Target-Date 2035 |
SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 56 | 29 | 97 | 35 | X | Aggressive Allocation |
HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 56 | 41 | 99 | 52 | X | Tactical Allocation |
TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 56 | 41 | 99 | 52 | X | Tactical Allocation |
TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2030 |
SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2035 |
SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2040 |
SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2045 |
SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2050 |
SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2055 |
SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2060 |
SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 54 | 45 | 96 | 59 | X | Target-Date 2065+ |
LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Global Large-Stock Blend |
AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Moderate Allocation |
FJAHX | Fidelity Advisor Freedom Blend 2025 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJAEX | Fidelity Advisor Freedom Blend 2025 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJADX | Fidelity Advisor Freedom Blend 2025 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJAGX | Fidelity Advisor Freedom Blend 2025 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJABX | Fidelity Advisor Freedom Blend 2025 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
| JNL iShares Tactical Moderate Growth A | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderate Allocation |
FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FFBNX | Fidelity Freedom Blnd 2025 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 69 | 49 | 114 | 58 | X | Aggressive Allocation |
SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 69 | 49 | 114 | 58 | X | Moderate Allocation |
SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 69 | 49 | 114 | 58 | X | Moderately Aggressive Allocation |
VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2055 |
FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2060 |
FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2065+ |
FHAUX | Fidelity Freedom Blend 2025 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FHBEX | Fidelity Freedom Blend 2025 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FHLDX | Fidelity Freedom Blend 2025 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2025 |
FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2030 |
FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2035 |
FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2040 |
FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2045 |
FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 69 | 42 | 109 | 53 | X | Target-Date 2050 |
| JNL iShares Tactical Moderate Growth I | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderate Allocation |
| JNL iShares Tactical Growth I | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderately Aggressive Allocation |
LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
FLRWX | Franklin LifeSmart 2030 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2030 |
FTGTX | Franklin Growth Allocation C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderately Aggressive Allocation |
FGTRX | Franklin Growth Allocation R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderately Aggressive Allocation |
FTGMX | Franklin Growth Allocation R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderately Aggressive Allocation |
FTRTX | Franklin LifeSmart 2025 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2025 |
FTTCX | Franklin LifeSmart 2025 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2025 |
FRELX | Franklin LifeSmart 2025 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2025 |
FTLMX | Franklin LifeSmart 2025 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2025 |
FLRFX | Franklin LifeSmart 2025 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2025 |
FLRSX | Franklin LifeSmart 2030 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2030 |
FLRTX | Franklin LifeSmart 2030 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2030 |
FLERX | Franklin LifeSmart 2030 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2030 |
FGTIX | Franklin Growth Allocation A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderately Aggressive Allocation |
FLRZX | Franklin LifeSmart 2030 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2030 |
FRTAX | Franklin LifeSmart 2035 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2035 |
FTRCX | Franklin LifeSmart 2035 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2035 |
FLRGX | Franklin LifeSmart 2035 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2035 |
FMTLX | Franklin LifeSmart 2035 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2035 |
FLRHX | Franklin LifeSmart 2035 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2035 |
FLADX | Franklin LifeSmart 2040 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2040 |
FLOLX | Franklin LifeSmart 2040 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2040 |
FLSGX | Franklin LifeSmart 2040 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2040 |
FLREX | Franklin LifeSmart 2040 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2040 |
FGTZX | Franklin Growth Allocation Advisor | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderately Aggressive Allocation |
SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 105 | 44 | X | Global Allocation |
FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2045 |
LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 105 | 44 | X | Global Allocation |
GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 62 | 44 | 113 | 53 | X | Global Allocation |
ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2030 |
ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2035 |
ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2040 |
ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2045 |
ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2050 |
ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2055 |
ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2060 |
ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 63 | 50 | 103 | 59 | X | Target-Date 2065+ |
SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 105 | 44 | X | Global Allocation |
FLSHX | Franklin LifeSmart 2040 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2040 |
FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2045 |
| JNL iShares Tactical Growth A | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderately Aggressive Allocation |
MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MGDBX | NYLI Growth Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderately Aggressive Allocation |
MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MMRBX | NYLI Moderate Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Moderate Allocation |
MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 64 | 40 | 106 | 50 | X | Moderate Allocation |
MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 64 | 40 | 106 | 50 | X | Moderate Allocation |
MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 64 | 40 | 106 | 50 | X | Moderate Allocation |
MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 64 | 40 | 106 | 50 | X | Moderate Allocation |
MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 64 | 40 | 106 | 50 | X | Moderate Allocation |
SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
MGXBX | NYLI Equity Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2045 |
FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2055 |
FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2045 |
FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2045 |
FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2050 |
FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2050 |
FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2050 |
FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2050 |
FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2050 |
FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2055 |
FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2055 |
FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2055 |
FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2055 |
MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 44 | X | Aggressive Allocation |
FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2060 |
FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2060 |
FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2060 |
FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2060 |
FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Target-Date 2060 |
FMTIX | Franklin Moderate Allocation A | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderate Allocation |
FMTZX | Franklin Moderate Allocation Advisor | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderate Allocation |
FTMTX | Franklin Moderate Allocation C | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderate Allocation |
FTMRX | Franklin Moderate Allocation R | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderate Allocation |
FTMLX | Franklin Moderate Allocation R6 | Owns companies we recommend for divestment | 64 | 33 | 99 | 45 | X | Moderate Allocation |
MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
FIONX | Fidelity SAI International Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
MXINX | Empower International Index Inv | Owns companies we recommend for divestment | 13 | 6 | 25 | 10 | X | Foreign Large Blend |
FSTBX | Federated Hermes Global Allocation A | Owns companies we recommend for divestment | 13 | 19 | 35 | 21 | X | Global Allocation |
FSBCX | Federated Hermes Global Allocation C | Owns companies we recommend for divestment | 13 | 19 | 35 | 21 | X | Global Allocation |
SBFIX | Federated Hermes Global Allocation IS | Owns companies we recommend for divestment | 13 | 19 | 35 | 21 | X | Global Allocation |
FSBKX | Federated Hermes Global Allocation R | Owns companies we recommend for divestment | 13 | 19 | 35 | 21 | X | Global Allocation |
FSBLX | Federated Hermes Global Allocation R6 | Owns companies we recommend for divestment | 13 | 19 | 35 | 21 | X | Global Allocation |
FLAPX | Fidelity Flex Mid Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
FSPSX | Fidelity International Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
FSMDX | Fidelity Mid Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
FHLFX | Fidelity Series International Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
ERBIX | Eaton Vance Richard Bernstein Eq Strat I | Owns companies we recommend for divestment | 13 | 7 | 25 | 16 | X | Global Large-Stock Blend |
FSUMX | Fidelity Series Sustainable U.S. Market | Owns companies we recommend for divestment | 13 | 18 | 27 | 24 | V | Large Blend |
FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 13 | 19 | 16 | 20 | X | Mid-Cap Value |
GATAX | Gabelli Asset A | Owns companies we recommend for divestment | 13 | 11 | 26 | 17 | X | Large Blend |
GABAX | Gabelli Asset AAA | Owns companies we recommend for divestment | 13 | 11 | 26 | 17 | X | Large Blend |
GATCX | Gabelli Asset C | Owns companies we recommend for divestment | 13 | 11 | 26 | 17 | X | Large Blend |
GABIX | Gabelli Asset I | Owns companies we recommend for divestment | 13 | 11 | 26 | 17 | X | Large Blend |
GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 13 | 5 | 24 | 9 | X | Foreign Large Blend |
RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 13 | 3 | 21 | 7 | X | Foreign Large Value |
PDN | Invesco FTSE RAFI Dev Mkts ex-US S/M ETF | Owns companies we recommend for divestment | 13 | 3 | 24 | 1 | X | Foreign Small/Mid Value |
HEFA | iShares Currency Hedged MSCI EAFE ETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
MXPBX | Empower International Index Instl | Owns companies we recommend for divestment | 13 | 6 | 25 | 10 | X | Foreign Large Blend |
ERBCX | Eaton Vance Richard Bernstein Eq Strat C | Owns companies we recommend for divestment | 13 | 7 | 25 | 16 | X | Global Large-Stock Blend |
BTMGX | iShares MSCI EAFE Intl Idx G | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
ERBAX | Eaton Vance Richard Bernstein Eq Strat A | Owns companies we recommend for divestment | 13 | 7 | 25 | 16 | X | Global Large-Stock Blend |
RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 22 | 0 | X | Foreign Small/Mid Value |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
DINIX | BNY Mellon International Stock Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
DIISX | BNY Mellon International Stock Index Inv | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 13 | 11 | 14 | 18 | X | Large Value |
DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 13 | 11 | 14 | 18 | X | Large Value |
DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 13 | 11 | 14 | 18 | X | Large Value |
EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
RTIRX | Russell Inv Multifactor Intl Eq R6 | Owns companies we recommend for divestment | 13 | 4 | 24 | 9 | X | Foreign Large Value |
ERISX | Parametric International Equity R | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
ESISX | Parametric International Equity R6 | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
PQDMX | PGIM Quant Solutions Intl Dev Mkts IdxR6 | Owns companies we recommend for divestment | 13 | 5 | 28 | 10 | X | Foreign Large Blend |
PIDIX | Principal International EQ Index Instl | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
PILIX | Principal International Equity Index R1 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
PIIPX | Principal International Equity Index R4 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
PFIEX | Principal International Equity Index R6 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
RTITX | Russell Inv Multifactor Intl Eq M | Owns companies we recommend for divestment | 13 | 4 | 24 | 9 | X | Foreign Large Value |
RTISX | Russell Inv Multifactor Intl Eq S | Owns companies we recommend for divestment | 13 | 4 | 24 | 9 | X | Foreign Large Value |
EAISX | Parametric International Equity A | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
RTIYX | Russell Inv Multifactor Intl Eq Y | Owns companies we recommend for divestment | 13 | 4 | 24 | 9 | X | Foreign Large Value |
RTLAX | Russell Inv Tax-Managed US Large Cap A | Owns companies we recommend for divestment | 13 | 17 | 23 | 23 | X | Large Blend |
RTLCX | Russell Inv Tax-Managed US Large Cap C | Owns companies we recommend for divestment | 13 | 17 | 23 | 23 | X | Large Blend |
RTMTX | Russell Inv Tax-Managed US Large Cap M | Owns companies we recommend for divestment | 13 | 17 | 23 | 23 | X | Large Blend |
RETSX | Russell Inv Tax-Managed US Large Cap S | Owns companies we recommend for divestment | 13 | 17 | 23 | 23 | X | Large Blend |
SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 13 | 12 | 25 | 13 | X | Global Large-Stock Blend |
SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 13 | 12 | 25 | 13 | X | Global Large-Stock Blend |
SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 13 | 12 | 25 | 13 | X | Global Large-Stock Blend |
EIISX | Parametric International Equity I | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
HFXI | NYLI FTSE International Eq Ccy Netrl ETF | Owns companies we recommend for divestment | 13 | 5 | 25 | 9 | X | Foreign Large Blend |
MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon International Index A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
TCIWX | Nuveen International Eq Idx W | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 13 | 15 | 18 | 21 | X | Large Value |
GIIAX | Nationwide International Index A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
NWXPX | Nationwide International Index Instl Svc | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
GIIRX | Nationwide International Index R | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
GIXIX | Nationwide International Index R6 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
NOINX | Northern International Equity Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
TCIHX | Nuveen International Eq Idx I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
TRIPX | Nuveen International Eq Idx Premier | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
TCIEX | Nuveen International Eq Idx R6 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
TRIEX | Nuveen International Eq Idx Retire | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 13 | 5 | 14 | 6 | X | Foreign Large Value |
LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
MACPX | BlackRock Sustainable Balanced Instl | Owns companies we recommend for divestment | 12 | 13 | 25 | 14 | V | Moderate Allocation |
MDCPX | BlackRock Sustainable Balanced Inv A | Owns companies we recommend for divestment | 12 | 13 | 25 | 14 | V | Moderate Allocation |
MCCPX | BlackRock Sustainable Balanced Inv C | Owns companies we recommend for divestment | 12 | 13 | 25 | 14 | V | Moderate Allocation |
MKCPX | BlackRock Sustainable Balanced K | Owns companies we recommend for divestment | 12 | 13 | 25 | 14 | V | Moderate Allocation |
MRBPX | BlackRock Sustainable Balanced R | Owns companies we recommend for divestment | 12 | 13 | 25 | 14 | V | Moderate Allocation |
LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 12 | 11 | 13 | 17 | X | Mid-Cap Blend |
DLCFX | Destinations Large Cap Equity I | Owns companies we recommend for divestment | 12 | 16 | 23 | 21 | X | Large Blend |
DLCZX | Destinations Large Cap Equity Z | Owns companies we recommend for divestment | 12 | 16 | 23 | 21 | X | Large Blend |
DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 12 | 2 | 28 | 5 | X | Foreign Large Blend |
FYMAX | Fidelity Advisor Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 12 | 14 | 30 | 19 | V | Moderate Allocation |
FYMCX | Fidelity Advisor Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 12 | 14 | 30 | 19 | V | Moderate Allocation |
FYMIX | Fidelity Advisor Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 12 | 14 | 30 | 19 | V | Moderate Allocation |
FYMMX | Fidelity Advisor Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 12 | 14 | 30 | 19 | V | Moderate Allocation |
FELV | Fidelity Enhanced Large Cap Value ETF | Owns companies we recommend for divestment | 12 | 12 | 19 | 15 | X | Large Value |
FSDAX | Fidelity Select Defense & Aerospace | Owns companies we recommend for divestment | 12 | 1 | 10 | 9 | X | Industrials |
USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 11 | 10 | 23 | 14 | X | Global Large-Stock Blend |
FZIPX | Fidelity ZERO Extended Market Index | Owns companies we recommend for divestment | 12 | 17 | 16 | 19 | X | Small Blend |
VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 11 | 14 | 22 | 19 | X | Large Blend |
XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 11 | 2 | 9 | 10 | X | Industrials |
VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 11 | 10 | 23 | 14 | X | Global Large-Stock Blend |
VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 11 | 19 | 17 | 15 | X | Large Value |
VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 11 | 19 | 17 | 15 | X | Large Value |
VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 11 | 15 | 18 | X | Mid-Cap Growth |
VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 11 | 15 | 16 | 18 | X | Mid-Cap Value |
FYMRX | Fidelity Sustainable Multi-Asset | Owns companies we recommend for divestment | 12 | 14 | 30 | 19 | V | Moderate Allocation |
GIIYX | GuideStone Funds Intl Eq Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 24 | 10 | X | Foreign Large Blend |
CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 12 | 16 | 23 | 25 | V | Large Blend |
RGESX | Russell Inv Global Equity S | Owns companies we recommend for divestment | 12 | 13 | 24 | 16 | X | Global Large-Stock Blend |
RLGYX | Russell Inv Global Equity Y | Owns companies we recommend for divestment | 12 | 13 | 24 | 16 | X | Global Large-Stock Blend |
RAZAX | Russell Inv Multi-Asset Growth Strat A | Owns companies we recommend for divestment | 12 | 17 | 19 | 24 | X | Global Allocation |
RAZCX | Russell Inv Multi-Asset Growth Strat C | Owns companies we recommend for divestment | 12 | 17 | 19 | 24 | X | Global Allocation |
RMATX | Russell Inv Multi-Asset Growth Strat M | Owns companies we recommend for divestment | 12 | 17 | 19 | 24 | X | Global Allocation |
RMGSX | Russell Inv Multi-Asset Growth Strat S | Owns companies we recommend for divestment | 12 | 17 | 19 | 24 | X | Global Allocation |
RMGYX | Russell Inv Multi-Asset Growth Strat Y | Owns companies we recommend for divestment | 12 | 17 | 19 | 24 | X | Global Allocation |
REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 12 | 16 | 23 | 25 | V | Large Blend |
REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 12 | 16 | 23 | 25 | V | Large Blend |
REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 12 | 16 | 23 | 25 | V | Large Blend |
QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 12 | 5 | 26 | 10 | X | Foreign Large Blend |
RGECX | Russell Inv Global Equity C | Owns companies we recommend for divestment | 12 | 13 | 24 | 16 | X | Global Large-Stock Blend |
SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 12 | 11 | 14 | 13 | V | Large Blend |
PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 12 | 15 | 14 | 21 | X | Mid-Cap Blend |
VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 12 | 14 | 24 | 14 | X | Global Large-Stock Blend |
UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 12 | 14 | 24 | 14 | X | Global Large-Stock Blend |
DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 12 | 2 | 15 | 1 | X | Foreign Large Value |
RGDTX | Russell Inv Global Equity M | Owns companies we recommend for divestment | 12 | 13 | 24 | 16 | X | Global Large-Stock Blend |
RGEAX | Russell Inv Global Equity A | Owns companies we recommend for divestment | 12 | 13 | 24 | 16 | X | Global Large-Stock Blend |
GIIZX | GuideStone Funds Intl Eq Idx Investor | Owns companies we recommend for divestment | 12 | 6 | 24 | 10 | X | Foreign Large Blend |
JPDVX | JPMorgan Diversified L | Owns companies we recommend for divestment | 12 | 10 | 20 | 18 | X | Moderate Allocation |
ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 12 | 12 | 17 | 17 | X | Large Value |
GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 12 | 15 | 29 | 14 | X | Global Large-Stock Blend |
MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 12 | 3 | 12 | 14 | X | Industrials |
IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 12 | 3 | 12 | 13 | X | Industrials |
JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Blend |
| JNL/BlackRock Global Allocation A | Owns companies we recommend for divestment | 12 | 12 | 26 | 16 | X | Global Allocation |
| JNL/BlackRock Global Allocation I | Owns companies we recommend for divestment | 12 | 12 | 26 | 16 | X | Global Allocation |
JDVAX | JPMorgan Diversified A | Owns companies we recommend for divestment | 12 | 10 | 20 | 18 | X | Moderate Allocation |
JDVCX | JPMorgan Diversified C | Owns companies we recommend for divestment | 12 | 10 | 20 | 18 | X | Moderate Allocation |
JDVSX | JPMorgan Diversified I | Owns companies we recommend for divestment | 12 | 10 | 20 | 18 | X | Moderate Allocation |
JDVZX | JPMorgan Diversified R6 | Owns companies we recommend for divestment | 12 | 10 | 20 | 18 | X | Moderate Allocation |
CSM | ProShares Large Cap Core Plus | Owns companies we recommend for divestment | 12 | 15 | 21 | 19 | X | Large Blend |
JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 12 | 9 | 15 | 17 | X | Large Growth |
MDDAX | MassMutual Diversified Value A | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDDLX | MassMutual Diversified Value Adm | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDDIX | MassMutual Diversified Value I | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDVNX | MassMutual Diversified Value R3 | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDDRX | MassMutual Diversified Value R4 | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDVSX | MassMutual Diversified Value R5 | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MDVYX | MassMutual Diversified Value Svc | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
MMNBX | MassMutual Diversified Value Y | Owns companies we recommend for divestment | 12 | 8 | 15 | 15 | X | Large Value |
| Nationwide Fundamental All Cap Equity R6 | Owns companies we recommend for divestment | 12 | 18 | 22 | 22 | X | Large Blend |
SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 13 | 5 | 14 | 6 | X | Foreign Large Value |
SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 18 | 15 | X | Large Value |
FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 13 | X | Technology |
WFINX | Allspring Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 16 | 20 | 25 | 25 | X | Large Blend |
VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
WFILX | Allspring Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 32 | 24 | X | Large Blend |
FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 32 | 24 | X | Large Blend |
GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
DALI | First Trust Dorsey Wright DALI 1 ETF | Owns companies we recommend for divestment | 16 | 13 | 28 | 26 | X | Tactical Allocation |
VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 15 | 4 | 30 | 4 | X | Foreign Large Value |
VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 15 | 4 | 30 | 4 | X | Foreign Large Value |
VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 16 | 15 | 22 | 23 | X | Large Blend |
GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 14 | 25 | 22 | X | Global Large-Stock Blend |
MNCEX | Mercer Non-US Core Equity Y3 | Owns companies we recommend for divestment | 16 | 6 | 28 | 6 | X | Foreign Large Blend |
GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 16 | 19 | 27 | 25 | X | Large Blend |
QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 16 | 17 | 25 | 24 | X | Large Blend |
HAWX | iShares Currency Hdgd MSCI ACWI exUS ETF | Owns companies we recommend for divestment | 16 | 8 | 36 | 11 | X | Foreign Large Blend |
ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 16 | 8 | 36 | 11 | X | Foreign Large Blend |
BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 16 | 7 | 38 | 11 | X | Foreign Large Blend |
MNCSX | Mercer Non-US Core Equity I | Owns companies we recommend for divestment | 16 | 6 | 28 | 6 | X | Foreign Large Blend |
GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
FXAIX | Fidelity 500 Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MXECX | Empower Core Strategies Intl Eq Instl | Owns companies we recommend for divestment | 17 | 9 | 27 | 10 | X | Foreign Large Blend |
MXEVX | Empower Core Strategies Intl Eq Inv | Owns companies we recommend for divestment | 17 | 9 | 27 | 10 | X | Foreign Large Blend |
MXEBX | Empower Core Strategies US Eq Instl | Owns companies we recommend for divestment | 17 | 21 | 27 | 26 | X | Large Blend |
MXETX | Empower Core Strategies US Eq Inv | Owns companies we recommend for divestment | 17 | 21 | 27 | 26 | X | Large Blend |
MXKWX | Empower S&P 500® Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MXVIX | Empower S&P 500® Index Investor | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MXCCX | Federated Hermes Max-Cap Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FISPX | Federated Hermes Max-Cap Index IS | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FMXKX | Federated Hermes Max-Cap Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FMXSX | Federated Hermes Max-Cap Index Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FDFIX | Fidelity Flex 500 Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SCPIX | DWS S&P 500 Index S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FITFX | Fidelity Flex International Index | Owns companies we recommend for divestment | 17 | 9 | 39 | 11 | X | Foreign Large Blend |
FSGGX | Fidelity Global ex US Index | Owns companies we recommend for divestment | 17 | 9 | 38 | 11 | X | Foreign Large Blend |
FLCPX | Fidelity SAI US Large Cap Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FSGEX | Fidelity Series Global ex US Index | Owns companies we recommend for divestment | 17 | 9 | 39 | 11 | X | Foreign Large Blend |
SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 17 | 19 | 23 | 24 | X | Large Blend |
GEQYX | GuideStone Funds Equity Index Instl | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GEQZX | GuideStone Funds Equity Index Investor | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 17 | 2 | 13 | 18 | X | Industrials |
ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderately Aggressive Allocation |
SXPRX | DWS S&P 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
PEOPX | BNY Mellon S&P 500 Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
DSPIX | BNY Mellon Instl S&P 500 Stk Idx I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BKLC | BNY Mellon US Large Cap Core Equity ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 26 | X | Large Blend |
SXPCX | DWS S&P 500 Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
HCMT | Direxion HCM Tactical EnhU.S.EqStratETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BTIIX | DWS Equity 500 Index Inst | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BTIRX | DWS Equity 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BTIEX | DWS Equity 500 Index S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SXPAX | DWS S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 18 | 15 | X | Large Value |
FIQAX | Fidelity Advisor Asset Manager 60% Z | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FFAMX | Fidelity Advisor Asset Manager 50% A | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FFCMX | Fidelity Advisor Asset Manager 50% C | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FFIMX | Fidelity Advisor Asset Manager 50% I | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FFTMX | Fidelity Advisor Asset Manager 50% M | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FIKZX | Fidelity Advisor Asset Manager 50% Z | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FSAAX | Fidelity Advisor Asset Manager 60% A | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FSCNX | Fidelity Advisor Asset Manager 60% C | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FSNIX | Fidelity Advisor Asset Manager 60% I | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FSATX | Fidelity Advisor Asset Manager 60% M | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FAASX | Fidelity Advisor Asset Manager 70% A | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 14 | 0 | 30 | 0 | X | Europe Stock |
FCASX | Fidelity Advisor Asset Manager 70% C | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
FAAIX | Fidelity Advisor Asset Manager 70% I | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
FTASX | Fidelity Advisor Asset Manager 70% M | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
FIQBX | Fidelity Advisor Asset Manager 70% Z | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
FEYAX | Fidelity Advisor Asset Manager 85% A | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
FEYCX | Fidelity Advisor Asset Manager 85% C | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
FEYIX | Fidelity Advisor Asset Manager 85% I | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
FEYTX | Fidelity Advisor Asset Manager 85% M | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
FIQCX | Fidelity Advisor Asset Manager 85% Z | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
FASMX | Fidelity Asset Manager 50% | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 14 | 27 | 28 | 32 | X | Large Blend |
DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 13 | 14 | 20 | 18 | X | Large Value |
FASGX | Fidelity Asset Manager 70% | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderately Aggressive Allocation |
USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 13 | 19 | 15 | 20 | X | Mid-Cap Blend |
SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 18 | 15 | X | Large Value |
CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 13 | 2 | 22 | 1 | X | Foreign Small/Mid Blend |
RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
PAFGX | T. Rowe Price Global Allocation Advisor | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
FSANX | Fidelity Asset Manager 60% | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Moderate Allocation |
FAMRX | Fidelity Asset Manager 85% | Owns companies we recommend for divestment | 14 | 14 | 25 | 16 | X | Aggressive Allocation |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
SSMKX | State Street Small/Mid Cap Equity Idx K | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 15 | 2 | 20 | 15 | X | Industrials |
TSGUX | Morgan Stanley Pathway Sm-Mid Cap Eq | Owns companies we recommend for divestment | 15 | 18 | 15 | 21 | X | Mid-Cap Blend |
OWSMX | Old Westbury Small & Mid Cap Strategies | Owns companies we recommend for divestment | 15 | 7 | 20 | 7 | X | Global Small/Mid Stock |
SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 15 | 20 | 24 | 25 | X | Large Blend |
SPXN | ProShares S&P 500® ex-Financials | Owns companies we recommend for divestment | 15 | 17 | 26 | 23 | X | Large Blend |
SPXT | ProShares S&P 500® ex-Technology | Owns companies we recommend for divestment | 15 | 18 | 22 | 19 | X | Large Blend |
SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 15 | 17 | 16 | 22 | X | Mid-Cap Blend |
SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 15 | 19 | 24 | 25 | X | Large Blend |
SSMJX | State Street Small/Mid Cap Equity Idx A | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
SSMLX | State Street Small/Mid Cap Equity Idx I | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
FSMAX | Fidelity Extended Market Index | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 15 | 18 | 27 | 27 | X | Large Blend |
DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 15 | 4 | 25 | 1 | X | Foreign Small/Mid Blend |
PXF | Invesco FTSE RAFI Dev Mkts ex-US ETF | Owns companies we recommend for divestment | 14 | 8 | 31 | 10 | X | Foreign Large Value |
JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 14 | 20 | 33 | 29 | X | Target-Date 2030 |
TIEUX | Morgan Stanley Pathway Intl Eq | Owns companies we recommend for divestment | 14 | 6 | 25 | 8 | X | Foreign Large Blend |
BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 15 | 7 | 29 | 10 | X | Foreign Large Blend |
PTIN | Pacer Trendpilot International ETF | Owns companies we recommend for divestment | 14 | 4 | 28 | 9 | X | Foreign Large Blend |
ECIGX | Parametric Tax-Managed Intl Eq C | Owns companies we recommend for divestment | 14 | 3 | 28 | 9 | X | Foreign Large Blend |
EITIX | Parametric Tax-Managed Intl Eq I | Owns companies we recommend for divestment | 14 | 3 | 28 | 9 | X | Foreign Large Blend |
ETIGX | Parametric Tax-Managed Intl Eq Inv | Owns companies we recommend for divestment | 14 | 3 | 28 | 9 | X | Foreign Large Blend |
PIBAX | PGIM Balanced A | Owns companies we recommend for divestment | 14 | 18 | 30 | 17 | X | Moderate Allocation |
PABCX | PGIM Balanced C | Owns companies we recommend for divestment | 14 | 18 | 30 | 17 | X | Moderate Allocation |
PALRX | PGIM Balanced R | Owns companies we recommend for divestment | 14 | 18 | 30 | 17 | X | Moderate Allocation |
PIBQX | PGIM Balanced R6 | Owns companies we recommend for divestment | 14 | 18 | 30 | 17 | X | Moderate Allocation |
PABFX | PGIM Balanced Z | Owns companies we recommend for divestment | 14 | 18 | 30 | 17 | X | Moderate Allocation |
SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 14 | 5 | 27 | 8 | X | Foreign Large Growth |
KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 11 | 4 | 20 | 19 | X | Mid-Cap Growth |
NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 11 | 16 | 20 | 24 | V | Global Large-Stock Blend |
VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
TWAIX | Thrivent International Allocation S | Owns companies we recommend for divestment | 9 | 4 | 20 | 5 | X | Foreign Large Blend |
VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 9 | 7 | 13 | 15 | X | Global Large-Stock Blend |
VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 9 | 7 | 13 | 15 | X | Global Large-Stock Blend |
MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 9 | 12 | 5 | 12 | X | Mid-Cap Value |
TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 9 | 12 | 5 | 12 | X | Mid-Cap Value |
NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Global Allocation |
DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 9 | 3 | 14 | 0 | X | Foreign Small/Mid Value |
BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
TWAAX | Thrivent International Allocation A | Owns companies we recommend for divestment | 9 | 4 | 20 | 5 | X | Foreign Large Blend |
TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
PCRSX | Principal LargeCap Growth I R1 | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
SUVAX | PGIM Quant Solutions Large-Cap Val A | Owns companies we recommend for divestment | 9 | 12 | 17 | 12 | X | Large Value |
SUVCX | PGIM Quant Solutions Large-Cap Val C | Owns companies we recommend for divestment | 9 | 12 | 17 | 12 | X | Large Value |
PRVRX | PGIM Quant Solutions Large-Cap Val R | Owns companies we recommend for divestment | 9 | 12 | 17 | 12 | X | Large Value |
SUVQX | PGIM Quant Solutions Large-Cap Val R6 | Owns companies we recommend for divestment | 9 | 12 | 17 | 12 | X | Large Value |
SUVZX | PGIM Quant Solutions Large-Cap Val Z | Owns companies we recommend for divestment | 9 | 12 | 17 | 12 | X | Large Value |
MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 9 | 22 | 29 | 25 | V | Moderate Allocation |
MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 9 | 22 | 29 | 25 | V | Moderately Aggressive Allocation |
PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
PPUSX | Principal LargeCap Growth I R4 | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 9 | 13 | 16 | 15 | X | Large Growth |
SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 9 | 15 | 20 | 19 | X | Large Blend |
TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 9 | 14 | 19 | 13 | X | Large Value |
SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 9 | 14 | 19 | 13 | X | Large Value |
SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 9 | 14 | 19 | 13 | X | Large Value |
XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 9 | 2 | 8 | 9 | X | Industrials |
AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
TISBX | Nuveen Small Cap Blend Idx R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
TRBIX | Nuveen Small Cap Blend Idx Retire | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
TRHBX | Nuveen Small Cap Blend Idx I | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 9 | 13 | 21 | 15 | V | Large Blend |
BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 9 | 12 | 15 | 14 | X | Large Growth |
CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 9 | 5 | 15 | 7 | V | Foreign Large Blend |
CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
CRQSX | Catholic Rspnsbl Invst Equity Idx Ins | Owns companies we recommend for divestment | 9 | 20 | 20 | 17 | X | Large Blend |
RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 15 | X | Large Blend |
DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 9 | 1 | 14 | 0 | X | Foreign Small/Mid Value |
DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 9 | 15 | 13 | 17 | X | Small Blend |
FMAMX | Fidelity Advisor Stock Sel All Cp A | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
FLACX | Fidelity Advisor Stock Sel All Cp C | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
FBRNX | Fidelity Advisor Stock Sel All Cp I | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
FSJHX | Fidelity Advisor Stock Sel All Cp M | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
FSSKX | Fidelity Advisor Stock Sel All Cp K | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
FZAPX | Fidelity Advisor Stock Sel All Cp Z | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
TRIRX | Nuveen Large Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 9 | 3 | 16 | 8 | V | Foreign Large Blend |
ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 9 | 8 | 13 | 16 | X | Large Growth |
IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 9 | 8 | 8 | 10 | X | Mid-Cap Value |
EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 9 | 4 | 12 | 5 | X | Foreign Large Blend |
EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 9 | 2 | 19 | 5 | X | Foreign Large Value |
USMV | iShares MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 14 | X | Large Blend |
MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 9 | 6 | 8 | 9 | X | Large Growth |
IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 9 | 13 | 14 | 15 | X | Large Value |
BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
GMRAX | Nationwide Small Cap Index A | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
NWXRX | Nationwide Small Cap Index Instl Svc | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
GMSRX | Nationwide Small Cap Index R | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
GMRIX | Nationwide Small Cap Index R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
NSRIX | Northern Global Sustainability Index I | Owns companies we recommend for divestment | 9 | 13 | 23 | 17 | V | Global Large-Stock Blend |
NSRKX | Northern Global Sustainability Index K | Owns companies we recommend for divestment | 9 | 13 | 23 | 17 | V | Global Large-Stock Blend |
NSIDX | Northern Small Cap Index | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
TRIHX | Nuveen Large Cap Gr Idx I | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
TILIX | Nuveen Large Cap Gr Idx R6 | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 9 | 12 | 14 | 13 | X | Large Value |
OMFL | Invesco Russell 1000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 9 | 12 | 16 | 16 | X | Large Blend |
FCNTX | Fidelity Contrafund | Owns companies we recommend for divestment | 9 | 12 | 17 | 14 | X | Large Growth |
DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 9 | 3 | 22 | 7 | X | Foreign Large Value |
FCNKX | Fidelity Contrafund K | Owns companies we recommend for divestment | 9 | 12 | 17 | 14 | X | Large Growth |
FELC | Fidelity Enhanced Large Cap Core ETF | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
FLXSX | Fidelity Flex Small Cap Index | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
FSPGX | Fidelity Large Cap Growth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
FHOFX | Fidelity Series Large Cp Grwth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
FVWSX | Fidelity Series Opportunistic Insights | Owns companies we recommend for divestment | 9 | 12 | 17 | 14 | X | Large Growth |
FSSNX | Fidelity Small Cap Index | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
FDSSX | Fidelity Stock Selec All Cp | Owns companies we recommend for divestment | 9 | 13 | 16 | 13 | X | Large Growth |
FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 9 | 11 | 12 | 11 | X | Large Value |
FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 9 | 14 | 14 | 14 | X | Mid-Cap Value |
NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 9 | 9 | 15 | 16 | V | Large Blend |
RYLG | Global X Russell 2000 Cov Cl & Gr ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Derivative Income |
RSSL | Global X Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 9 | 13 | 33 | 23 | X | Global Large-Stock Value |
GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 9 | 13 | 33 | 23 | X | Global Large-Stock Value |
GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 9 | 13 | 33 | 23 | X | Global Large-Stock Value |
GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 9 | 13 | 33 | 23 | X | Global Large-Stock Value |
GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 9 | 7 | 21 | 21 | X | Technology |
GGUS | Goldman Sachs MktBt Russell LgCpGrEqETF | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
GEIYX | GuideStone Funds Growth Equity Idx Instl | Owns companies we recommend for divestment | 9 | 13 | 15 | 13 | X | Large Growth |
GEIZX | GuideStone Funds Growth Equity Index Inv | Owns companies we recommend for divestment | 9 | 13 | 15 | 13 | X | Large Growth |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 10 | 3 | 15 | 0 | X | Foreign Small/Mid Value |
DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 10 | 0 | 18 | 3 | X | Foreign Small/Mid Value |
FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NEWFX | American Funds New World A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NEWCX | American Funds New World C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Value |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Value |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PLASX | Principal MidCap Value I R1 | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PABWX | Principal MidCap Value I R4 | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
PCMSX | Principal MidCap Value I R6 | Owns companies we recommend for divestment | 11 | 17 | 10 | 19 | X | Mid-Cap Value |
ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 11 | 3 | 10 | 9 | X | Industrials |
PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 11 | 2 | 22 | 7 | X | Foreign Large Value |
PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 11 | 2 | 22 | 7 | X | Foreign Large Value |
PINUX | Principal Overseas R4 | Owns companies we recommend for divestment | 11 | 2 | 22 | 7 | X | Foreign Large Value |
RTNAX | Russell Inv Tax-Managed Intl Eq A | Owns companies we recommend for divestment | 11 | 5 | 18 | 8 | X | Foreign Large Blend |
RTNCX | Russell Inv Tax-Managed Intl Eq C | Owns companies we recommend for divestment | 11 | 5 | 18 | 8 | X | Foreign Large Blend |
RTIUX | Russell Inv Tax-Managed Intl Eq M | Owns companies we recommend for divestment | 11 | 5 | 18 | 8 | X | Foreign Large Blend |
RTNSX | Russell Inv Tax-Managed Intl Eq S | Owns companies we recommend for divestment | 11 | 5 | 18 | 8 | X | Foreign Large Blend |
FNDF | Schwab Fundamental International Eq ETF | Owns companies we recommend for divestment | 11 | 6 | 29 | 10 | X | Foreign Large Value |
SFNNX | Schwab Fundamental Intl Equity Index Fd | Owns companies we recommend for divestment | 11 | 6 | 29 | 10 | X | Foreign Large Value |
CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 11 | 11 | 7 | 18 | X | Mid-Cap Blend |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 11 | 18 | 21 | 23 | V | Global Large-Stock Blend |
CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
FVC | First Trust Dorsey Wright Dynamic Foc 5 | Owns companies we recommend for divestment | 11 | 9 | 20 | 19 | X | Mid-Cap Blend |
CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 11 | 3 | 33 | 5 | X | Foreign Large Value |
SUPAX | DWS Equity Sector Strategy Fund Class A | Owns companies we recommend for divestment | 11 | 13 | 20 | 17 | X | Large Blend |
SUPCX | DWS Equity Sector Strategy Fund Class C | Owns companies we recommend for divestment | 11 | 13 | 20 | 17 | X | Large Blend |
SPGRX | DWS Equity Sector Strategy Fund Class S | Owns companies we recommend for divestment | 11 | 13 | 20 | 17 | X | Large Blend |
SNPTX | DWS Equity Sector Strategy Institutional | Owns companies we recommend for divestment | 11 | 13 | 20 | 17 | X | Large Blend |
FNCMX | Fidelity Nasdaq Composite Index | Owns companies we recommend for divestment | 11 | 17 | 18 | 16 | X | Large Growth |
FUMIX | Fidelity SAI US Momentum Index | Owns companies we recommend for divestment | 11 | 9 | 15 | 16 | X | Large Growth |
AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 11 | 14 | 15 | 14 | X | Large Blend |
FV | First Trust Dorsey Wright Focus 5 ETF | Owns companies we recommend for divestment | 11 | 9 | 20 | 19 | X | Mid-Cap Blend |
IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 11 | 10 | 10 | 14 | X | Mid-Cap Blend |
GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 11 | 1 | 10 | 9 | X | Large Blend |
GBFFX | GMO Benchmark-Free III | Owns companies we recommend for divestment | 11 | 13 | 35 | 13 | X | Global Allocation |
GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 11 | 3 | 18 | 0 | X | Foreign Small/Mid Blend |
RSPN | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 11 | 2 | 9 | 10 | X | Industrials |
IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 11 | 7 | 17 | 6 | X | Europe Stock |
IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
UTMAX | Victory Target Managed Allocation | Owns companies we recommend for divestment | 10 | 13 | 22 | 19 | X | Tactical Allocation |
RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Mid-Cap Blend |
MKSCX | BlackRock Sustainable Advantage Gbl Eq K | Owns companies we recommend for divestment | 10 | 11 | 20 | 14 | V | Global Large-Stock Blend |
FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
MASCX | BlackRock Sustainable Advantage GlEqInvA | Owns companies we recommend for divestment | 10 | 11 | 20 | 14 | V | Global Large-Stock Blend |
FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
MDSCX | BlackRock Sustainable Advantage Gl EqIns | Owns companies we recommend for divestment | 10 | 11 | 20 | 14 | V | Global Large-Stock Blend |
MIMSX | BNY Mellon Mid Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 10 | 9 | 11 | 14 | X | Mid-Cap Growth |
UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 10 | 19 | 21 | 20 | X | Large Blend |
IQIN | NYLI 500 International ETF | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Value |
PFM | Invesco Dividend Achievers™ ETF | Owns companies we recommend for divestment | 10 | 14 | 13 | 13 | X | Large Value |
ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 10 | 16 | 12 | 18 | X | Small Blend |
IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 10 | 15 | 9 | 18 | X | Mid-Cap Value |
IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 10 | 7 | 14 | 14 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 7 | 14 | 14 | X | Large Blend |
JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 10 | 13 | 14 | 15 | X | Mid-Cap Value |
CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 10 | 2 | 21 | 4 | X | Foreign Large Blend |
NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 10 | 29 | 28 | 30 | X | Large Blend |
RTSAX | Russell Inv Tax-Managed US Mid&Sm Cap A | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Small Blend |
GBATX | GMO Strategic Opportunities Allc III | Owns companies we recommend for divestment | 10 | 12 | 36 | 21 | X | Global Allocation |
RTSCX | Russell Inv Tax-Managed US Mid&Sm Cap C | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Small Blend |
RTOUX | Russell Inv Tax-Managed US Mid&Sm Cap M | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Small Blend |
RTSSX | Russell Inv Tax-Managed US Mid&Sm Cap S | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Small Blend |
TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 16 | X | Large Blend |
STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 16 | X | Large Blend |
SPDG | SPDR Portfolio S&P Sector Netrl Div ETF | Owns companies we recommend for divestment | 10 | 9 | 13 | 13 | X | Large Value |
ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 9 | X | Industrials |
SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 23 | 6 | X | Europe Stock |
VGLSX | VALIC Company I Global Strategy | Owns companies we recommend for divestment | 10 | 14 | 25 | 13 | X | Global Allocation |
USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 10 | 19 | 21 | 20 | X | Large Blend |
RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 10 | 3 | 19 | 5 | X | Foreign Large Value |
CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 10 | 3 | 21 | 5 | X | Foreign Large Blend |
MPMCX | BNY Mellon Mid Cap Multi-Strategy M | Owns companies we recommend for divestment | 10 | 9 | 11 | 14 | X | Mid-Cap Growth |
FLCNX | Fidelity Contrafund K6 | Owns companies we recommend for divestment | 10 | 12 | 18 | 15 | X | Large Growth |
BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 10 | 14 | 11 | 12 | X | Mid-Cap Growth |
DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 10 | 3 | 22 | 6 | X | Foreign Large Growth |
DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 10 | 4 | 15 | 1 | X | Foreign Small/Mid Growth |
DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 10 | 1 | 25 | 5 | X | Foreign Large Blend |
DFVX | Dimensional US Large Cap Vector ETF | Owns companies we recommend for divestment | 10 | 11 | 20 | 20 | X | Large Value |
FNIAX | Fidelity Advisor New Insights A | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
FNICX | Fidelity Advisor New Insights C | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
FINSX | Fidelity Advisor New Insights I | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
FNITX | Fidelity Advisor New Insights M | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
FZANX | Fidelity Advisor New Insights Z | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
FIMVX | Fidelity Mid Cap Value Index | Owns companies we recommend for divestment | 10 | 15 | 9 | 18 | X | Mid-Cap Value |
SHLD | Global X Defense Tech ETF | Owns companies we recommend for divestment | 10 | 0 | 10 | 11 | X | Technology |
FSUVX | Fidelity SAI US LowVolatility Idx | Owns companies we recommend for divestment | 10 | 6 | 12 | 17 | X | Large Blend |
FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 10 | 2 | 10 | 10 | X | Industrials |
MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 11 | X | Industrials |
FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 10 | 11 | 16 | 16 | X | Mid-Cap Growth |
FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
FCAZX | Franklin Corefolio Allocation Advisor | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 10 | 13 | 17 | 16 | X | Large Blend |
VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
EAOA | iShares ESG Aware Aggressive Allc ETF | Owns companies we recommend for divestment | 22 | 25 | 45 | 32 | V | Moderately Aggressive Allocation |
EAOR | iShares ESG Aware Growth Allc ETF | Owns companies we recommend for divestment | 22 | 25 | 45 | 32 | V | Moderate Allocation |
JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 22 | 23 | 29 | 33 | X | Large Blend |
MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 22 | 16 | 58 | 24 | X | Moderate Allocation |
MMDCX | Madison Moderate Allocation C | Owns companies we recommend for divestment | 22 | 16 | 58 | 24 | X | Moderate Allocation |
SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 22 | 22 | 32 | 34 | X | Large Blend |
CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 22 | 22 | 31 | 30 | X | Large Blend |
ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 22 | 28 | 34 | 37 | X | Mid-Cap Blend |
VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 22 | 26 | 32 | 41 | V | Large Blend |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 6 | 42 | 14 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 6 | 42 | 14 | X | Foreign Large Blend |
FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 24 | 4 | 36 | 1 | X | Foreign Small/Mid Value |
SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 24 | 21 | 51 | 29 | X | Global Large-Stock Blend |
TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 23 | 28 | 34 | 36 | X | Large Blend |
LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 37 | X | Mid-Cap Blend |
RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 23 | 9 | 48 | 11 | X | Foreign Large Growth |
DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 23 | 9 | 48 | 11 | X | Foreign Large Growth |
DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 23 | 27 | 37 | 42 | X | Mid-Cap Value |
EAEAX | Eaton Vance Tax-Managed Eq Aset Allc A | Owns companies we recommend for divestment | 23 | 15 | 44 | 24 | X | Aggressive Allocation |
ECEAX | Eaton Vance Tax-Managed Eq Aset Allc C | Owns companies we recommend for divestment | 23 | 15 | 44 | 24 | X | Aggressive Allocation |
EIEAX | Eaton Vance Tax-Managed Eq Aset Allc I | Owns companies we recommend for divestment | 23 | 15 | 44 | 24 | X | Aggressive Allocation |
GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 23 | 27 | 32 | 38 | X | Large Blend |
PRF | Invesco FTSE RAFI US 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 35 | 38 | X | Large Value |
IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 23 | 27 | 33 | 38 | X | Large Blend |
IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 23 | 21 | 38 | 28 | X | Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 23 | 21 | 38 | 28 | X | Moderately Aggressive Allocation |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
TLGUX | Morgan Stanley Pathway Large Cap Eq | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 23 | 27 | 33 | 38 | X | Large Blend |
FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 22 | 8 | 50 | 11 | X | Foreign Large Blend |
DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 22 | 26 | 35 | 40 | V | Large Blend |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LFEKX | MFS Lifetime 2035 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2045 |
MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2040 |
LFEUX | MFS Lifetime 2035 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 3 | 34 | 0 | X | Foreign Small/Mid Blend |
FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 21 | 26 | 30 | 34 | X | Large Value |
LFETX | MFS Lifetime 2035 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 21 | 25 | 21 | 29 | X | Mid-Cap Blend |
DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 21 | 25 | 21 | 29 | X | Mid-Cap Blend |
DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 21 | 21 | 28 | 30 | X | Large Blend |
GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 21 | 7 | 50 | 12 | X | Foreign Large Blend |
LFEAX | MFS Lifetime 2035 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LFEBX | MFS Lifetime 2035 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LFECX | MFS Lifetime 2035 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LFEDX | MFS Lifetime 2035 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LFERX | MFS Lifetime 2035 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
LFESX | MFS Lifetime 2035 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2035 |
MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
LFTNX | MFS Lifetime 2065 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
SWOBX | Schwab Balanced | Owns companies we recommend for divestment | 21 | 13 | 48 | 20 | X | Moderate Allocation |
FNDX | Schwab Fundamental U.S. Large CompanyETF | Owns companies we recommend for divestment | 21 | 23 | 31 | 34 | X | Large Value |
SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 21 | 24 | 31 | 34 | X | Large Value |
SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 21 | 7 | 46 | 11 | X | Foreign Large Blend |
IAPVX | Voya Global Perspectives A | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
ICPVX | Voya Global Perspectives C | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
IIPVX | Voya Global Perspectives I | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
IRPVX | Voya Global Perspectives R | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
IWPVX | Voya Global Perspectives W | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
LFTLX | MFS Lifetime 2065 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
LFTMX | MFS Lifetime 2065 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
LFTKX | MFS Lifetime 2065 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
MFFPX | MFS Lifetime 2050 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
MFJAX | MFS Lifetime 2060 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFFKX | MFS Lifetime 2050 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2050 |
LFIAX | MFS Lifetime 2055 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFIBX | MFS Lifetime 2055 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFICX | MFS Lifetime 2055 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFIIX | MFS Lifetime 2055 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFIRX | MFS Lifetime 2055 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFISX | MFS Lifetime 2055 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFITX | MFS Lifetime 2055 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFIUX | MFS Lifetime 2055 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
LFIKX | MFS Lifetime 2055 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2055 |
MFJBX | MFS Lifetime 2060 B | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
LFTJX | MFS Lifetime 2065 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
MFJCX | MFS Lifetime 2060 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJIX | MFS Lifetime 2060 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJEX | MFS Lifetime 2060 R1 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJGX | MFS Lifetime 2060 R2 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJTX | MFS Lifetime 2060 R3 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJUX | MFS Lifetime 2060 R4 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
MFJKX | MFS Lifetime 2060 R6 | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2060 |
LFTFX | MFS Lifetime 2065 A | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
LFTGX | MFS Lifetime 2065 C | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
LFTHX | MFS Lifetime 2065 I | Owns companies we recommend for divestment | 21 | 16 | 25 | 26 | X | Target-Date 2065+ |
RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
DGLIX | DFA Global Small Company Institutional | Owns companies we recommend for divestment | 26 | 17 | 47 | 15 | X | Global Small/Mid Stock |
FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 26 | 4 | 41 | 1 | X | Foreign Small/Mid Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 26 | 20 | 62 | 28 | X | Moderately Aggressive Allocation |
MAACX | Madison Aggressive Allocation C | Owns companies we recommend for divestment | 26 | 20 | 62 | 28 | X | Moderately Aggressive Allocation |
PFIOX | PFG Invesco® Eq Fact Rotation Strtgy R | Owns companies we recommend for divestment | 26 | 31 | 41 | 38 | X | Global Small/Mid Stock |
VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 39 | 2 | X | Miscellaneous Region |
MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 27 | 33 | 41 | 45 | X | Large Blend |
DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 27 | 33 | 39 | 44 | X | Large Blend |
DFUS | Dimensional US Equity ETF | Owns companies we recommend for divestment | 27 | 34 | 41 | 44 | X | Large Blend |
PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Value |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Blend |
RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Growth |
SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 25 | 4 | 37 | 1 | X | Foreign Small/Mid Value |
RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Moderate Allocation |
RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 25 | 8 | 53 | 14 | X | Foreign Large Blend |
ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Moderate Allocation |
ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Moderate Allocation |
ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Moderate Allocation |
ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Aggressive Allocation |
NSFOX | Natixis Target Retirement 2065 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2065+ |
OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Aggressive Allocation |
ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Aggressive Allocation |
JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 25 | 27 | 41 | 40 | X | Aggressive Allocation |
NSFFX | Natixis Target Retirement 2030 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2030 |
NSFGX | Natixis Target Retirement 2035 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2035 |
NSFHX | Natixis Target Retirement 2040 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2040 |
NSFJX | Natixis Target Retirement 2045 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2045 |
NSFKX | Natixis Target Retirement 2050 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2050 |
NSFLX | Natixis Target Retirement 2055 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2055 |
NSFMX | Natixis Target Retirement 2060 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2060 |
FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 18 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 17 | 7 | 22 | 21 | X | Technology |
DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 18 | 3 | 31 | 0 | X | Foreign Small/Mid Blend |
DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 18 | 1 | 35 | 0 | X | Foreign Small/Mid Value |
DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 18 | 21 | 21 | 31 | X | Large Value |
FEX | First Trust Large Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 18 | 17 | 26 | 24 | X | Large Blend |
ONOF | Global X Adaptive US Risk Management ETF | Owns companies we recommend for divestment | 18 | 20 | 27 | 27 | X | Large Blend |
ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 18 | 16 | 25 | 22 | X | Large Value |
JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 18 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 18 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 18 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 18 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
MGLSX | Mercer Global Low Volatility Equity I | Owns companies we recommend for divestment | 18 | 14 | 22 | 22 | X | Global Large-Stock Blend |
MGLVX | Mercer Global Low Volatility Equity Y3 | Owns companies we recommend for divestment | 18 | 14 | 22 | 22 | X | Global Large-Stock Blend |
MAAGX | MFS Aggressive Growth Allocation A | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MBAGX | MFS Aggressive Growth Allocation B | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MCAGX | MFS Aggressive Growth Allocation C | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MIAGX | MFS Aggressive Growth Allocation I | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MAAFX | MFS Aggressive Growth Allocation R1 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MAWAX | MFS Aggressive Growth Allocation R2 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MAAHX | MFS Aggressive Growth Allocation R3 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
AGGPX | MFS Aggressive Growth Allocation R6 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 17 | 17 | 35 | 26 | X | Global Large-Stock Blend |
IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 17 | 17 | 35 | 26 | X | Global Large-Stock Blend |
TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
LFEQ | VanEck Lg/Flat Trend ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MAALX | MFS Aggressive Growth Allocation R4 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
MAGWX | MFS Growth Allocation A | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSXDX | Fidelity Advisor Sust Trgt Dt 2030 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXFX | Fidelity Advisor Sust Trgt Dt 2030 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXLX | Fidelity Advisor Sust Trgt Dt 2035 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSXCX | Fidelity Advisor Sust Trgt Dt 2030 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSXEX | Fidelity Advisor Sust Trgt Dt 2030 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXBX | Fidelity Advisor Sust Trgt Dt 2030 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
MBGWX | MFS Growth Allocation B | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
MCGWX | MFS Growth Allocation C | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MGWIX | MFS Growth Allocation I | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MAGMX | MFS Growth Allocation R1 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MGALX | MFS Growth Allocation R2 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MAGEX | MFS Growth Allocation R3 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MAGJX | MFS Growth Allocation R4 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MAGQX | MFS Growth Allocation R6 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Moderately Aggressive Allocation |
MAAKX | MoA All America Fund | Owns companies we recommend for divestment | 18 | 20 | 27 | 28 | X | Large Blend |
SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 18 | 4 | 29 | 1 | X | Foreign Small/Mid Blend |
CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
FSWVX | Fidelity Advisor Sust Trgt Dt 2025 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 18 | 5 | 33 | 10 | X | Foreign Large Value |
EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 18 | 20 | 25 | 25 | X | Large Blend |
DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 20 | 24 | 28 | X | Large Value |
DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 18 | 7 | 39 | 11 | X | Foreign Large Blend |
FSWQX | Fidelity Advisor Sust Trgt Dt 2025 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSWRX | Fidelity Advisor Sust Trgt Dt 2025 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSWUX | Fidelity Advisor Sust Trgt Dt 2025 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSWSX | Fidelity Advisor Sust Trgt Dt 2025 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
GGFRX | Nationwide BNY Mellon Dyn US Core R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MMINX | MM S&P 500® Index R3 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MIEAX | MM S&P 500® Index R4 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MIEZX | MM S&P 500® Index R5 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MMIEX | MM S&P 500® Index Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MAEIX | MoA Equity Index Fund | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 17 | 17 | 21 | 26 | X | Large Value |
NMFAX | Nationwide BNY Mellon Dyn US Core A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
NWAEX | Nationwide BNY Mellon Dyn US Core Eagle | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
NGISX | Nationwide BNY Mellon Dyn US Core I.S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MUIGX | Nationwide BNY Mellon Dyn US Core R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MIEYX | MM S&P 500® Index Adm | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GRMAX | Nationwide S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GRISX | Nationwide S&P 500 Index Instl Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GRMRX | Nationwide S&P 500 Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GRMIX | Nationwide S&P 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
GRMSX | Nationwide S&P 500 Index Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
NOSIX | Northern Stock Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
TISAX | Nuveen S&P 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
TISPX | Nuveen S&P 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
TRSPX | Nuveen S&P 500 Index Retire | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MSXAX | NYLI S&P 500 Index Class A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MMIZX | MM S&P 500® Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MMFFX | MM S&P 500® Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MYSPX | NYLI S&P 500 Index Investor Class | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 17 | 19 | 28 | 26 | X | Large Value |
SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Value |
RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
OGFAX | JPMorgan Equity Index R6 | Owns companies we recommend for divestment | 17 | 19 | 27 | 25 | X | Large Blend |
BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
OGEAX | JPMorgan Equity Index A | Owns companies we recommend for divestment | 17 | 19 | 27 | 25 | X | Large Blend |
OEICX | JPMorgan Equity Index C | Owns companies we recommend for divestment | 17 | 19 | 27 | 25 | X | Large Blend |
HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 17 | 19 | 27 | 25 | X | Large Blend |
MSPIX | NYLI S&P 500 Index Class I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MSXMX | NYLI S&P 500 Index SIMPLE Class | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 17 | 17 | 19 | 21 | X | Large Value |
SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SDYAX | SEI Dynamic Asset Allocation F (SIMT) | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PAEBX | Putnam Dynamic Asset Allocation Gr B | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPLG | SPDR® Portfolio S&P 500® ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPY | SPDR® S&P 500® ETF Trust | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
QDPL | Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PLPIX | Principal Large Cap S&P 500 Index R1 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PTLC | Pacer Trendpilot™ US Large Cap ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PSIAX | PGIM Quant Solutions Large-Cap Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PSICX | PGIM Quant Solutions Large-Cap Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PDSIX | PGIM Quant Solutions Large-Cap Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PQSIX | PGIM Quant Solutions Large-Cap Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PSIFX | PGIM Quant Solutions Large-Cap Index Z | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 17 | 7 | 30 | 10 | X | Foreign Large Blend |
PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
PLFSX | Principal Large Cap S&P 500 Index R4 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
SPXV | ProShares S&P 500® ex-Health Care | Owns companies we recommend for divestment | 17 | 18 | 27 | 24 | X | Large Blend |
PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
PABBX | Putnam Dynamic Asset Allocation Bal B | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 20 | 27 | 32 | 36 | X | Mid-Cap Blend |
CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 19 | 20 | 28 | 28 | X | Large Blend |
NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Aggressive Allocation |
AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 20 | 3 | 43 | 4 | X | Foreign Large Value |
AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 20 | 6 | 42 | 10 | V | Foreign Large Blend |
INRO | Blackrock U.S. Industry Rotation ETF | Owns companies we recommend for divestment | 20 | 15 | 26 | 28 | X | Large Blend |
BKIE | BNY Mellon International Equity ETF | Owns companies we recommend for divestment | 20 | 5 | 40 | 12 | X | Foreign Large Blend |
BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 26 | 23 | 28 | X | Mid-Cap Value |
CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
IWGAX | Delaware Ivy Wilshire Glbl Allocation A | Owns companies we recommend for divestment | 20 | 17 | 25 | 29 | X | Global Allocation |
IWGCX | Delaware Ivy Wilshire Glbl Allocation C | Owns companies we recommend for divestment | 20 | 17 | 25 | 29 | X | Global Allocation |
IWGIX | Delaware Ivy Wilshire Glbl Allocation I | Owns companies we recommend for divestment | 20 | 17 | 25 | 29 | X | Global Allocation |
IWGNX | Delaware Ivy Wilshire Glbl Allocation R6 | Owns companies we recommend for divestment | 20 | 17 | 25 | 29 | X | Global Allocation |
FLCOX | Fidelity Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
FIOOX | Fidelity Series Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 19 | 5 | 35 | 9 | X | Foreign Large Value |
USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
PAGUX | Putnam Retirement Advantage 2045 R4 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PBAOX | Putnam Retirement Advantage 2040 R | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PAGKX | Putnam Retirement Advantage 2040 R3 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PAGJX | Putnam Retirement Advantage 2040 R4 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PAGOX | Putnam Retirement Advantage 2040 R5 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PBAMX | Putnam Retirement Advantage 2040 R6 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PALZX | Putnam Retirement Advantage 2040 Y | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
PALGX | Putnam Retirement Advantage 2045 A | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PAFPX | Putnam Retirement Advantage 2045 C | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PAFZX | Putnam Retirement Advantage 2045 R | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PAGQX | Putnam Retirement Advantage 2045 R3 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PAGWX | Putnam Retirement Advantage 2045 R5 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
PAFMX | Putnam Retirement Advantage 2045 R6 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PAFJX | Putnam Retirement Advantage 2045 Y | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2045 |
PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 19 | 21 | 29 | 29 | X | Large Blend |
TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 19 | 21 | 29 | 29 | X | Large Blend |
VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 19 | 20 | 30 | 28 | X | Large Blend |
VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 19 | 20 | 30 | 28 | X | Large Blend |
VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
PCCLX | Putnam Retirement Advantage 2040 A | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
RTDRX | Russell Inv Multifactor US Equity R6 | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
OWLSX | Old Westbury Large Cap Strategies | Owns companies we recommend for divestment | 20 | 20 | 34 | 28 | X | Global Large-Stock Growth |
PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PESAX | Principal Large Cap Value III R1 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSSX | Principal Large Cap Value III R4 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
RTDAX | Russell Inv Multifactor US Equity A | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
RTDCX | Russell Inv Multifactor US Equity C | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
RTDTX | Russell Inv Multifactor US Equity M | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
RTDSX | Russell Inv Multifactor US Equity S | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
RTDYX | Russell Inv Multifactor US Equity Y | Owns companies we recommend for divestment | 20 | 23 | 29 | 31 | X | Large Blend |
SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
CUSUX | Six Circles U.S. Unconstrained Equity | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
VOTE | TCW Transform 500 ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | V | Large Blend |
VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 20 | 26 | 30 | 32 | X | Large Blend |
ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 20 | 1 | 32 | 1 | X | Miscellaneous Region |
VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 20 | 20 | 27 | 26 | X | Large Blend |
TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
GAONX | JPMorgan Global Allocation R2 | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
PBUS | Invesco MSCI USA ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 20 | 24 | 25 | 29 | X | Large Value |
ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
GAOAX | JPMorgan Global Allocation A | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
GAOCX | JPMorgan Global Allocation C | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
GAOSX | JPMorgan Global Allocation I | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
GAOTX | JPMorgan Global Allocation R3 | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
JSMOX | JPMorgan Smartretirement® 2065 R6 | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
GAOFX | JPMorgan Global Allocation R4 | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
GAORX | JPMorgan Global Allocation R5 | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
GAOZX | JPMorgan Global Allocation R6 | Owns companies we recommend for divestment | 20 | 15 | 42 | 23 | X | Global Allocation |
JSMEX | JPMorgan Smartretirement® 2065 A | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMHX | JPMorgan Smartretirement® 2065 C | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMJX | JPMorgan Smartretirement® 2065 I | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMKX | JPMorgan Smartretirement® 2065 R2 | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMPX | JPMorgan Smartretirement® 2065 R3 | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMLX | JPMorgan Smartretirement® 2065 R4 | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
JSMMX | JPMorgan Smartretirement® 2065 R5 | Owns companies we recommend for divestment | 20 | 22 | 36 | 36 | X | Target-Date 2065+ |
PBBZX | Putnam Retirement Advantage 2040 C | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2040 |
POWYX | Putnam Retirement Advantage 2035 Y | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2050 |
FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FNILX | Fidelity ZERO Large Cap Index | Owns companies we recommend for divestment | 19 | 20 | 28 | 28 | X | Large Blend |
GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 19 | 20 | 27 | 27 | X | Large Blend |
GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 19 | 5 | 39 | 11 | X | Foreign Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2045 |
FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2055 |
FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2060 |
FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2065+ |
FIDU | Fidelity MSCI Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
FSWOX | Fidelity Sustainable Target Date 2025 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSWYX | Fidelity Sustainable Target Date 2025 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSWZX | Fidelity Sustainable Target Date 2025 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2025 |
FSXAX | Fidelity Sustainable Target Date 2030 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXHX | Fidelity Sustainable Target Date 2030 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXJX | Fidelity Sustainable Target Date 2030 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2030 |
FSXKX | Fidelity Sustainable Target Date 2035 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2035 |
FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 19 | 22 | 36 | 31 | V | Target-Date 2040 |
SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
PCDLX | Putnam Retirement Advantage 2035 R6 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2060 |
MMLRX | MassMutual Select TRP Large Cap Blend I | Owns companies we recommend for divestment | 19 | 20 | 28 | 27 | X | Large Growth |
MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 19 | 25 | 26 | 30 | X | Large Value |
PDFLX | Putnam Retirement Advantage 2035 A | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
PDAWX | Putnam Retirement Advantage 2035 C | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
PDAKX | Putnam Retirement Advantage 2035 R | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
PAFWX | Putnam Retirement Advantage 2035 R3 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
PAFUX | Putnam Retirement Advantage 2035 R4 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
PAFYX | Putnam Retirement Advantage 2035 R5 | Owns companies we recommend for divestment | 19 | 20 | 47 | 26 | X | Target-Date 2035 |
JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2055 |
JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2035 |
JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2040 |
JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2045 |
JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 19 | 22 | 37 | 35 | X | Target-Date 2050 |
AWSCX | Invesco Global Core Equity C | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2065+ |
OPPAX | Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
HERCX | Hartford Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERYX | Hartford Emerging Markets Equity Y | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERVX | Hartford Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERTX | Hartford Emerging Markets Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERSX | Hartford Emerging Markets Equity R4 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERRX | Hartford Emerging Markets Equity R3 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERIX | Hartford Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERFX | Hartford Emerging Markets Equity F | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HERAX | Hartford Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
HNCCX | Hartford International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HLGZX | Harding Loevner Global Equity Instl Z | Owns companies we recommend for divestment | 1 | 3 | 7 | 8 | X | Global Large-Stock Growth |
HLMVX | Harding Loevner Global Equity Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 8 | X | Global Large-Stock Growth |
HLMGX | Harding Loevner Global Equity Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 8 | X | Global Large-Stock Growth |
HMCRX | Harbor Mid Cap Retirement | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
HMCNX | Harbor Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
HMCLX | Harbor Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
HNISX | Harbor International Small Cap Retire | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
HIISX | Harbor International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
HNCAX | Hartford International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HNCFX | Hartford International Growth F | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HRISX | Harbor International Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
HILRX | Hartford International Value R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HMDFX | Hartford MidCap F | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HMDCX | Hartford MidCap C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFMCX | Hartford MidCap A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HILYX | Hartford International Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILUX | Hartford International Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILTX | Hartford International Value R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILSX | Hartford International Value R4 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILIX | Hartford International Value I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HNCJX | Hartford International Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HILDX | Hartford International Value F | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILCX | Hartford International Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HILAX | Hartford International Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
HNCYX | Hartford International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HNCUX | Hartford International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HNCTX | Hartford International Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HNCSX | Hartford International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HNCRX | Hartford International Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
HAISX | Harbor International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
HAPS | Harbor Human Capital Factor US Sm CapETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
HBMCX | Hartford MidCap HLS IB | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
GTTRX | Goldman Sachs Small Cp Val Insghts R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GMVRX | Goldman Sachs Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GSVPX | Goldman Sachs Small/Mid Cap Value P | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GMVIX | Goldman Sachs Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GSMVX | Goldman Sachs Small/Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GMVCX | Goldman Sachs Small/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GMVAX | Goldman Sachs Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GSXPX | Goldman Sachs Small Cp Val Insghts P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GITAX | Goldman Sachs Technology Opps A | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GTTTX | Goldman Sachs Small Cp Val Insghts Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GSITX | Goldman Sachs Small Cp Val Insghts Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GSCTX | Goldman Sachs Small Cp Val Insghts C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GSATX | Goldman Sachs Small Cp Val Insghts A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GDSRX | Goldman Sachs Small Cap Eq Insghts R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GMAPX | Goldman Sachs Small Cap Eq Insghts P | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
GITCX | Goldman Sachs Technology Opps C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GDIV | Harbor Dividend Growth Leaders ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GQJPX | GQG Partners Intl Qlty Div Inc Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GQJIX | GQG Partners Intl Qlty Div Inc Ins | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GQFPX | GQG Partners Global Quality Div Inc Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Global Large-Stock Value |
GQFIX | GQG Partners Global Quality Div Inc Ins | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Global Large-Stock Value |
GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
GQGRX | GQG Partners Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GITIX | Goldman Sachs Technology Opps Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
GITSX | Goldman Sachs Technology Opps Svc | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GTORX | Goldman Sachs Technology Opps R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GSJPX | Goldman Sachs Technology Opps P | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
GISTX | Goldman Sachs Technology Opps Inv | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
HIMCX | Hartford MidCap HLS IA | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFMIX | Hartford MidCap I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
ESMYX | Invesco EQV Euro Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
IEGAX | Invesco EQV Intl Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
AIIYX | Invesco EQV International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
IGFRX | Invesco EQV International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
AIEVX | Invesco EQV International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
AIERX | Invesco EQV International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
AIECX | Invesco EQV International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
AIIEX | Invesco EQV International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
ESMSX | Invesco EQV Euro Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
IEGIX | Invesco EQV Intl Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
ESMCX | Invesco EQV Euro Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
ESMAX | Invesco EQV Euro Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
IENYX | Invesco Energy Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
IENSX | Invesco Energy R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
IENIX | Invesco Energy R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
FSTEX | Invesco Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
PXE | Invesco Energy Exploration & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
IEFCX | Invesco Energy C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
IEGCX | Invesco EQV Intl Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
IEGFX | Invesco EQV Intl Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
DWAS | Invesco Dorsey Wright SmallCap Momt ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
GLVYX | Invesco Global Focus Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IPKW | Invesco Intl BuyBack Achiev™ ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
OSMYX | Invesco International Small-Mid Com Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSCIX | Invesco International Small-Mid Com R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
INSLX | Invesco International Small-Mid Com R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMNX | Invesco International Small-Mid Com R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMCX | Invesco International Small-Mid Com C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
OSMAX | Invesco International Small-Mid Com A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Global Small/Mid Stock |
GLVIX | Invesco Global Focus R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IEGYX | Invesco EQV Intl Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
GFFDX | Invesco Global Focus R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
GLVNX | Invesco Global Focus R | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
GLVCX | Invesco Global Focus C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
GLVAX | Invesco Global Focus A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Global Small/Mid Stock |
PXH | Invesco FTSE RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ACEHX | Invesco Exchange | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | V | Mid-Cap Growth |
IENAX | Invesco Energy A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
POWA | Invesco Bloomberg Pricing Power ETF | Owns companies we recommend for divestment | 1 | 5 | 1 | 2 | X | Large Blend |
HFMRX | Hartford MidCap R3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
HSISX | Hartford Schroders Sust Intl Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
HFAHX | Hartford Schroders Intl Cntrrn Val Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HFAFX | Hartford Schroders Intl Cntrrn Val R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HFSFX | Hartford Schroders Intl Cntrrn Val F | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HFAEX | Hartford Schroders Intl Cntrrn Val C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HFAJX | Hartford Schroders Intl Cntrrn Val A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
HMDYX | Hartford MidCap Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFMVX | Hartford MidCap R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFMTX | Hartford MidCap R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HFMSX | Hartford MidCap R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
UPGD | Invesco Bloomberg Analyst Rating Imp ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Blend |
IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
IGPT | Invesco AI and Next Gen Software ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Technology |
IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
AMZA | InfraCap MLP ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 3 | 1 | 4 | V | Large Blend |
PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 3 | 1 | 4 | V | Large Blend |
PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Global Large-Stock Blend |
PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Global Large-Stock Blend |
HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
GDSTX | Goldman Sachs Small Cap Eq Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GCSCX | Goldman Sachs Small Cap Eq Insghts C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
OPMCX | Invesco Main Street Mid Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
FFOG | Franklin Focused Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
FRAAX | Franklin Growth Opportunities Adv | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
FGRAX | Franklin Growth Opportunities A | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
FLMX | Franklin FTSE Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
FLLA | Franklin FTSE Latin America ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
FLCH | Franklin FTSE China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | China Region |
FLCA | Franklin FTSE Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FLAX | Franklin FTSE Asia ex Japan ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FKARX | Franklin Growth Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
FDTRX | Franklin DynaTech R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
FDNRX | Franklin DynaTech R | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
FDYNX | Franklin DynaTech C | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
FDYZX | Franklin DynaTech Adv | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
FKDNX | Franklin DynaTech A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
QRSVX | FPA Queens Road Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
QRSIX | FPA Queens Road Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
QRSAX | FPA Queens Road Small Cap Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
FKACX | Franklin Growth Opportunities C | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
FOPPX | Franklin Growth Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
FMIQX | FMI Large Cap Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
FMDRX | Franklin Mutual Global Discovery R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
MEURX | Franklin Mutual International Value Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
FMEUX | Franklin Mutual International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
FMURX | Franklin Mutual International Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
TEURX | Franklin Mutual International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
TEMIX | Franklin Mutual International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
IQM | Franklin Intelligent Machines ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
LVHI | Franklin Intl Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Value |
FILRX | Franklin Intl Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGRX | Franklin Intl Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGDX | Franklin Intl Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGZX | Franklin Intl Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FNGAX | Franklin Intl Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
FMIHX | FMI Large Cap Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
FMIJX | FMI International Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
EMDM | First Trust Bloomberg Emr Mkt Dem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
FGM | First Trust Germany AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FDM | First Trust Dow Jones Sel MicroCap ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
DVLU | First Trust Dorsey Wright Momt & Val ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 5 | X | Consumer Cyclical |
SHRY | First Trust Bloomberg Shld Yld ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Blend |
RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Industrials |
NXTG | First Trust IndXX NextG ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 4 | X | Technology |
AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
FEXRX | First Eagle U.S. SMID Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
FESMX | First Eagle U.S. SMID Cap Opportunity I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
FEMAX | First Eagle U.S. SMID Cap Opportunity A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
FESRX | First Eagle Small Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
FESCX | First Eagle Small Cap Opportunity I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
FESAX | First Eagle Small Cap Opportunity A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
FFLG | Fidelity® Fundamental Large Cap Gr ETF | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Growth |
FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
FLN | First Trust Latin America AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
FMIYX | FMI International Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
FPX | First Trust US Equity Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
FMIFX | FMI International II Ccy UnH Ins | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Foreign Large Blend |
FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 1 | 7 | 16 | 8 | V | Large Blend |
ILESX | Fisher IIG US Lrg Cp Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | V | Large Growth |
IAFEX | Fisher IIG All Frgn Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | V | Foreign Large Growth |
DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | X | Large Blend |
FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
FDD | First Trust STOXX® European Sel Div ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Europe Stock |
FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Growth |
FSCS | First Trust SMID Capital Strength ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
EMOT | First Trust S&P 500 Economic Moat ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 5 | X | Large Blend |
RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
RDVY | First Trust Rising Dividend Achiev ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 1 | V | Infrastructure |
MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Small Growth |
FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Mid-Cap Value |
FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
GCSAX | Goldman Sachs Small Cap Eq Insghts A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Blend |
GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GSAKX | Goldman Sachs International Eq Inc A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GVIP | Goldman Sachs Hedge Industry VIP ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | V | Equity Energy |
GCAVX | GMO US Small Cap Value VI | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Small Value |
GMAWX | GMO Small Cap Quality III | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
GMAYX | GMO Small Cap Quality I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
GSBGX | GMO Small Cap Quality Fund Class VI | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
PAVE | Global X US Infrastructure Dev ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Infrastructure |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Mid-Cap Value |
GXTG | Global X Thematic Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Global Small/Mid Stock |
GSCKX | Goldman Sachs International Eq Inc C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Utilities |
GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GGORX | Goldman Sachs Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GSNPX | Goldman Sachs International Eq Inc P | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GGQPX | Goldman Sachs Mid Cap Growth P | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
GSRKX | Goldman Sachs International Eq Inc R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
SDIV | Global X SuperDividend™ ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 8 | X | Technology |
FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTHSX | FullerThaler Behavioral Sm-Cp Eq Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
FTXSX | FullerThaler Behavioral Sm-Cp GrInstl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTXFX | FullerThaler Behavioral Sm-Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTXNX | FullerThaler Behavioral Sm-Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTXCX | FullerThaler Behavioral Sm-Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTXAX | FullerThaler Behavioral Sm-Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
FTHFX | FullerThaler Behavioral Sm-Cp Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
FTHNX | FullerThaler Behavioral Sm-Cp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
FTYCX | FullerThaler Behavioral Sm-Cp Eq C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
GGGAX | Gabelli Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Global Large-Stock Growth |
FTHAX | FullerThaler Behavioral Sm-Cp Eq A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
RJMG | FT Raymond James Multcp Gr Eq ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
EIPX | FT Energy Income Partners Strategy ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
FSMRX | Franklin Small-Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
FRSIX | Franklin Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
FSGAX | Franklin Small-Mid Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
FRSGX | Franklin Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
GAST | Gabelli Automation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Technology |
GICPX | Gabelli Global Growth AAA | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Global Large-Stock Growth |
RESGX | Glenmede Responsible ESG US Equity | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
GIIGX | Gabelli International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Global Large-Stock Blend |
GACIX | Gabelli Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
GCCSX | Gabelli Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
GABSX | Gabelli Small Cap Growth AAA | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
GCASX | Gabelli Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
GCIGX | Gabelli International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
GGGCX | Gabelli Global Growth C | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Global Large-Stock Growth |
GIGRX | Gabelli International Growth AAA | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
GAIGX | Gabelli International Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
GGRW | Gabelli Growth Innovators ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Technology |
GGCIX | Gabelli Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
GGCCX | Gabelli Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
GABGX | Gabelli Growth AAA | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
GGCAX | Gabelli Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
GGGIX | Gabelli Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Global Large-Stock Growth |
OPMSX | Invesco Main Street Mid Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
OPMNX | Invesco Main Street Mid Cap R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
FSEBX | Fidelity Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
JSERX | JPMorgan Small Cap Equity R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
OSVCX | JPMorgan Small Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
VSENX | JPMorgan Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JSEQX | JPMorgan Small Cap Equity R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
JSEPX | JPMorgan Small Cap Equity R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JSEZX | JPMorgan Small Cap Equity R2 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
VSEIX | JPMorgan Small Cap Equity I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JSECX | JPMorgan Small Cap Equity C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
VSEAX | JPMorgan Small Cap Equity A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Value |
JIGAX | JPMorgan U.S. GARP Equity A | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JCICX | JPMorgan U.S. GARP Equity C | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
JGISX | JPMorgan U.S. GARP Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
JGIRX | JPMorgan U.S. GARP Equity R5 | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
JIGZX | JPMorgan U.S. GARP Equity R2 | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
JPGSX | JPMorgan U.S. GARP Equity I | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JOEIX | JOHCM Emerging Markets Opps Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Morningstar SMID Moat Focus Index I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| JNL/Morningstar SMID Moat Focus Index A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JOEAX | JOHCM Emerging Markets Opps Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/BlackRock Global Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
JOEMX | JOHCM Emerging Markets Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
JGRO | JPMorgan Active Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JGVVX | JPMorgan Growth Advantage R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 1 | 6 | 5 | 1 | X | Large Value |
JIG | JPMorgan International Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
JNEMX | JPMorgan International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
JIERX | JPMorgan International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
JIEZX | JPMorgan International Equity R2 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
VSIEX | JPMorgan International Equity I | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
JIECX | JPMorgan International Equity C | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
JSEAX | JPMorgan International Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
JGVRX | JPMorgan Growth Advantage R5 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
JGTUX | JPMorgan Growth Advantage R4 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
JGTTX | JPMorgan Growth Advantage R3 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
JGRJX | JPMorgan Growth Advantage R2 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
JGASX | JPMorgan Growth Advantage I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
JGACX | JPMorgan Growth Advantage C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
JGLO | JPMorgan Global Select Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Global Large-Stock Blend |
JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
ELMFX | Lord Abbett Emerging Markets Equity F | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
EMWLX | Lord Abbett Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
EMILX | Lord Abbett Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
EMOLX | Lord Abbett Emerging Markets Equity F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
ELMCX | Lord Abbett Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
EAMAX | Lord Abbett Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
LAMHX | Lord Abbett Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMTX | Lord Abbett Dividend Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMSX | Lord Abbett Dividend Growth R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMRX | Lord Abbett Dividend Growth R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMQX | Lord Abbett Dividend Growth R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMPX | Lord Abbett Dividend Growth P | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMYX | Lord Abbett Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LAMFX | Lord Abbett Dividend Growth F | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LIAGX | Lord Abbett International Growth I | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
LOAGX | Lord Abbett International Growth F3 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
LAFGX | Lord Abbett International Growth F | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
LCAGX | Lord Abbett International Growth C | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
LAAGX | Lord Abbett International Growth A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Value |
LRMAX | Lord Abbett Dividend Growth F3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LAMCX | Lord Abbett Dividend Growth C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
LGRRX | Loomis Sayles Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
LIGYX | Loomis Sayles International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
LIGNX | Loomis Sayles International Growth N | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
LIGCX | Loomis Sayles International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
LIGGX | Loomis Sayles International Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
LSGRX | Loomis Sayles Growth Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
LGRNX | Loomis Sayles Growth N | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
LGRCX | Loomis Sayles Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
LGRO | Level Four Large Cap Growth Active ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
LAFCX | Lord Abbett Affiliated C | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
RUSRX | Lazard US Systematic Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Small Blend |
LUSOX | Lazard US Systematic Small Cap Eq Open | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Small Blend |
LUSIX | Lazard US Systematic Small Cap Eq Ins | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Small Blend |
READX | Lazard Emerging Markets Eq Advtg R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
LEAOX | Lazard Emerging Markets Eq Advtg Open | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
LEAIX | Lazard Emerging Markets Eq Advtg Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Small Blend |
JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 6 | X | Small Blend |
LAFFX | Lord Abbett Affiliated A | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAAFX | Lord Abbett Affiliated F | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAMAX | Lord Abbett Dividend Growth A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
LADFX | Lord Abbett Developing Growth F | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADVX | Lord Abbett Developing Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADTX | Lord Abbett Developing Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADSX | Lord Abbett Developing Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADRX | Lord Abbett Developing Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADQX | Lord Abbett Developing Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADPX | Lord Abbett Developing Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADYX | Lord Abbett Developing Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LOGWX | Lord Abbett Developing Growth F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LADCX | Lord Abbett Developing Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LTFOX | Lord Abbett Affiliated F3 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAGWX | Lord Abbett Developing Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LAFVX | Lord Abbett Affiliated R6 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFTX | Lord Abbett Affiliated R5 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFSX | Lord Abbett Affiliated R4 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFRX | Lord Abbett Affiliated R3 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFQX | Lord Abbett Affiliated R2 | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFPX | Lord Abbett Affiliated P | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
LAFYX | Lord Abbett Affiliated I | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Value |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
PICK | iShares MSCI Global Mtls&Mng Prdcrs ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Miscellaneous Region |
EUFN | iShares MSCI Europe Financials ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
RXI | iShares Global Consumer Discr ETF | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Consumer Cyclical |
ARTY | iShares Future AI & Tech ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Technology |
IGV | iShares Expanded Tech-Software Sect ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Technology |
EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Aggressive Allocation |
EWI | iShares MSCI Italy ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Growth |
FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
HFEIX | Janus Henderson European Focus I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
HFQIX | Janus Henderson Global Equity Income I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
HFQDX | Janus Henderson Global Equity Income D | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
HFQCX | Janus Henderson Global Equity Income C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
HFQAX | Janus Henderson Global Equity Income A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
HFETX | Janus Henderson European Focus T | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
HFESX | Janus Henderson European Focus S | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
HFERX | Janus Henderson European Focus N | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
HFEDX | Janus Henderson European Focus D | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
IYT | iShares Transportation Average ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
HFECX | Janus Henderson European Focus C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
HFEAX | Janus Henderson European Focus A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
IYZ | iShares US Telecommunications ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Infrastructure |
IYC | iShares US Consumer Discretionary ETF | Owns companies we recommend for divestment | 1 | 10 | 9 | 5 | X | Consumer Cyclical |
IDGT | iShares U.S. Digital Infras & RE ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
IEDI | iShares U.S. Consumer Focused ETF | Owns companies we recommend for divestment | 1 | 10 | 8 | 2 | X | Consumer Cyclical |
ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
HFQSX | Janus Henderson Global Equity Income S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
XSMO | Invesco S&P SmallCap Momentum ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Growth |
XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
PSCD | Invesco S&P SmallCap Cnsmr Discret ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Consumer Cyclical |
RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
XMHQ | Invesco S&P MidCap Quality ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
XMMO | Invesco S&P MidCap Momentum ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
SPHD | Invesco S&P 500® High Div Low Vol ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Large Value |
SPHB | Invesco S&P 500® High Beta ETF | Owns companies we recommend for divestment | 1 | 1 | 8 | 4 | X | Mid-Cap Blend |
SPMV | Invesco S&P 500 Minimum Variance ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Blend |
QOWZ | Invesco Nasdaq Free CA Flw Achiev ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Large Growth |
ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Global Large-Stock Growth |
OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
OPMIX | Invesco Main Street Mid Cap R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
OSPSX | Invesco SteelPath MLP Select 40 R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
SPMVX | Invesco SteelPath MLP Select 40 R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
SPMWX | Invesco SteelPath MLP Select 40 R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
MLPEX | Invesco SteelPath MLP Select 40 C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
MLPFX | Invesco SteelPath MLP Select 40 A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
HFQRX | Janus Henderson Global Equity Income N | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
JHGEX | JHancock Global Equity A | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
GOIOX | JHancock International Growth 1 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JGEMX | JHancock Global Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
JGETX | JHancock Global Equity R4 | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
JGERX | JHancock Global Equity R2 | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
JGEFX | JHancock Global Equity I | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
JGECX | JHancock Global Equity C | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
JFGFX | JHancock Fundamental Global Franchise R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
GONCX | JHancock International Growth C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
JFGIX | JHancock Fundamental Global Fran I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
JFGAX | JHancock Fundamental Global Fran A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
JFDRX | JHancock Financial Industries R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
JFIFX | JHancock Financial Industries I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
FIDCX | JHancock Financial Industries C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
FIDAX | JHancock Financial Industries A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
GOIGX | JHancock International Growth A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
GOGIX | JHancock International Growth I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JBGCX | JHancock Blue Chip Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
JSCBX | JHancock Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
JSCAX | JHancock Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
JSJFX | JHancock Small Cap Dynamic Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JHancock Small Cap Dynamic Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JSJIX | JHancock Small Cap Dynamic Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JSJCX | JHancock Small Cap Dynamic Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JSJAX | JHancock Small Cap Dynamic Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 5 | 2 | 5 | X | Small Blend |
JACEX | JHancock Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
JIGHX | JHancock International Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JACFX | JHancock Mid Cap Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
JACBX | JHancock Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
JACLX | JHancock Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
JACJX | JHancock Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 1 | X | Foreign Large Value |
JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JHIGX | JHancock International Growth R2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
JHBCX | JHancock Blue Chip Growth NAV | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
JBGAX | JHancock Blue Chip Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JIGCX | Janus Henderson Overseas C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JDIAX | Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JDPRX | Janus Henderson Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JDPNX | Janus Henderson Mid Cap Value N | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JMVAX | Janus Henderson Mid Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JMVCX | Janus Henderson Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JIGFX | Janus Henderson Overseas I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JDPAX | Janus Henderson Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
JNOSX | Janus Henderson Overseas D | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JDINX | Janus Henderson Overseas N | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JIBCX | JHancock Blue Chip Growth 1 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
JNVSX | Jensen Quality Value J | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
JBAWX | JHancock Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
JBAVX | JHancock Balanced R5 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
JBAFX | JHancock Balanced R4 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
JBATX | JHancock Balanced R2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
SVBIX | JHancock Balanced I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
SVBCX | JHancock Balanced C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
SVBAX | JHancock Balanced A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
JNVYX | Jensen Quality Value Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
JNVIX | Jensen Quality Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
JDIRX | Janus Henderson Overseas R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JAIGX | Janus Henderson VIT Overseas Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Mid-Cap Growth |
JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
JAOSX | Janus Henderson Overseas T | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
FLOWX | Fidelity Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
FSST | Fidelity Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
LASGX | Lord Abbett International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 7 | V | Large Blend |
AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
MREFX | BlackRock EuroFund R | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
MKEFX | BlackRock Eurofund K | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
MCEFX | BlackRock EuroFund Inv C | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
MDEFX | BlackRock EuroFund Inv A | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
MAEFX | BlackRock EuroFund Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
BGUIX | Baillie Gifford US Discovery Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
BGRIX | Baron Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
BDFUX | Baron Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
BDFIX | Baron Discovery Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
BGUKX | Baillie Gifford US Discovery K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
GWGVX | AMG GW&K Small Mid Cap Core N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
GWGIX | AMG GW&K Small Mid Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
AMRGX | American Growth One D | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRCX | American Growth One C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRBX | American Growth One B | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRAX | American Growth One A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
QTENX | AQR Emerging Multi-Style II N | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
QTERX | AQR Emerging Multi-Style II R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
QTELX | AQR Emerging Multi-Style II I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
NDIV | Amplify Natural Resources Div Inc ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
IVES | Amplify Global Cloud Technology ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Technology |
IDVO | Amplify CWP International Enh Div IncETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Blend |
MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
CVLCX | Calamos Global Opportunities C | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Global Allocation |
CVLOX | Calamos Global Opportunities A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Global Allocation |
CGEOX | Calamos Global Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
CIGEX | Calamos Global Equity I | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
CCGEX | Calamos Global Equity C | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
CAGEX | Calamos Global Equity A | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
BMIDX | Brown Advisory Mid-Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
CTASX | Calamos Timpani Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
BAFMX | Brown Advisory Mid-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
BIALX | Brown Advisory Global Leaders Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
BAFLX | Brown Advisory Global Leaders Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
BIAFX | Brown Advisory Flexible Equity Inv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
BAFFX | Brown Advisory Flexible Equity Inst | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
BAFAX | Brown Advisory Flexible Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
CGCIX | Calamos Global Opportunities I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Global Allocation |
CTCSX | Calamos Timpani Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Blend |
CSQCX | Calvert Global Small-Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
CSVIX | Calvert Small-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
CSCCX | Calvert Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
CCVAX | Calvert Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CSPIX | Calvert Global Small-Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
CSMAX | Calvert Global Small-Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
CTSIX | Calamos Timpani Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
CTOGX | Calamos Timpani SMID Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
CTIGX | Calamos Timpani SMID Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
CTAGX | Calamos Timpani SMID Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
CTSOX | Calamos Timpani Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | V | Moderately Aggressive Allocation |
BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
DEQCX | BNY Mellon Global Equity Income - C | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Global Large-Stock Value |
DEQAX | BNY Mellon Global Equity Income - A | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Global Large-Stock Value |
BKEM | BNY Mellon Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
DEQYX | BNY Mellon Global Equity Income - Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Global Large-Stock Value |
CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
BLCR | BlackRock Large Cap Core ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
DQEIX | BNY Mellon Global Equity Income - I | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Global Large-Stock Value |
NIEAX | BNY Mellon International Equity A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Global Large-Stock Value |
DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
DTEYX | BNY Mellon Technology Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
DGVRX | BNY Mellon Technology Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
DTGCX | BNY Mellon Technology Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
DTGRX | BNY Mellon Technology Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
DSCYX | BNY Mellon Opportunistic Small Cap Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
NIECX | BNY Mellon International Equity C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
DSCVX | BNY Mellon Opportunistic Small Cap Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
DOPIX | BNY Mellon Opportunistic Small Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Blend |
DLDYX | BNY Mellon Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Natural Resources |
DLDRX | BNY Mellon Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Natural Resources |
DLDCX | BNY Mellon Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Natural Resources |
DNLAX | BNY Mellon Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Natural Resources |
NIEYX | BNY Mellon International Equity Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
SNIEX | BNY Mellon International Equity I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CMPAX | Calvert Small/Mid-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVAX | Allspring Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
ADNCX | American Beacon ARK Transfmt Innov C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
ADNAX | American Beacon ARK Transfmt Innov A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 2 | X | Small Blend |
JRNY | ALPS Global Travel Beneficiaries ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Consumer Cyclical |
LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
AVPEX | ALPS Global Opportunity III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
ABMVX | AB Mid Cap Value Port Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
FRTY | Alger Mid Cap 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ACILX | American Century Heritage G | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
AGCWX | American Century Global Small Cap R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
AGCTX | American Century Global Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
SHXCX | American Beacon Shapiro Equity Opps C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
SHXAX | American Beacon Shapiro Equity Opps A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AGCSX | American Century Global Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
AGCHX | American Century Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCLX | American Century Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
AGYGX | American Century Focused Global Gr Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
AGGRX | American Century Focused Global Gr A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
CALRX | Calvert Small-Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
CMPCX | Calvert Small/Mid-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
FSEWX | Fidelity Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
MXGSX | Empower Large Cap Growth Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
MXMGX | Empower T. Rowe Price Mid Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
MXYKX | Empower T. Rowe Price Mid Cp Gr Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
MXMTX | Empower Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Growth |
MXMSX | Empower Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Growth |
MXLGX | Empower Large Cap Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
MXEOX | Empower Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
MXENX | Empower Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
MXMCX | Empower Ariel Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
MXOAX | Empower Ariel Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
REFGX | Emerging Markets Growth Fund R-6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMRGX | Emerging Markets Growth Fund M | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGEX | Emerging Markets Growth Fund F-3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EIMGX | Eaton Vance Tx-Mgd Small-Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
ECMGX | Eaton Vance Tx-Mgd Small-Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
EIERX | Eaton Vance Stock I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
FCCNX | Fidelity Advisor Canada C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FCAOX | Fidelity Advisor Climate Action M | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FCAUX | Fidelity Advisor Climate Action I | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FCALX | Fidelity Advisor Climate Action C | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FCAJX | Fidelity Advisor Climate Action A | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FIQEX | Fidelity Advisor Canada Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FTCNX | Fidelity Advisor Canada M | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FICCX | Fidelity Advisor Canada I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FACNX | Fidelity Advisor Canada A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
QASCX | Federated Hermes MDT Small Cap Core A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
FHUMX | Federated Hermes US SMID Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
SVALX | Federated Hermes Strategic Value Div R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
SVAIX | Federated Hermes Strategic Value Div IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
SVACX | Federated Hermes Strategic Value Div C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
SVAAX | Federated Hermes Strategic Value Div A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
QISCX | Federated Hermes MDT Small Cap Core IS | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
QCSCX | Federated Hermes MDT Small Cap Core C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
ETMGX | Eaton Vance Tx-Mgd Small-Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
ECERX | Eaton Vance Stock C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
FCNAX | Fidelity Advisor Consumer Discret A | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
SCINX | DWS CROCI International S | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
SGQIX | DWS International Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Foreign Large Growth |
SGQCX | DWS International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Foreign Large Growth |
SGQAX | DWS International Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Foreign Large Growth |
DURSX | DWS ESG International Core Eq S | Owns companies we recommend for divestment | 1 | 2 | 9 | 3 | V | Foreign Large Blend |
DURIX | DWS ESG International Core Eq Instl | Owns companies we recommend for divestment | 1 | 2 | 9 | 3 | V | Foreign Large Blend |
DURCX | DWS ESG International Core Eq C | Owns companies we recommend for divestment | 1 | 2 | 9 | 3 | V | Foreign Large Blend |
DURAX | DWS ESG International Core Eq A | Owns companies we recommend for divestment | 1 | 2 | 9 | 3 | V | Foreign Large Blend |
SUIRX | DWS CROCI International R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
SGGAX | DWS Large Cap Focus Growth A | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
SUIIX | DWS CROCI International Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
SUICX | DWS CROCI International C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
SUIAX | DWS CROCI International A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
DOMYX | Domini Impact International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | V | Foreign Large Blend |
DOMIX | Domini Impact International Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | V | Foreign Large Blend |
DOMOX | Domini Impact International Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | V | Foreign Large Blend |
DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Value |
DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Value |
SCOBX | DWS International Growth S | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Foreign Large Growth |
SGGCX | DWS Large Cap Focus Growth C | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
EAERX | Eaton Vance Stock A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
EHSTX | Eaton Vance Large-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
ERSGX | Eaton Vance Small-Cap R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
EISGX | Eaton Vance Small-Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
ECSMX | Eaton Vance Small-Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
ETEGX | Eaton Vance Small-Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
ERLVX | Eaton Vance Large-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
ERSTX | Eaton Vance Large-Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
EILVX | Eaton Vance Large-Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
ECSTX | Eaton Vance Large-Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
EIFVX | Eaton Vance Focused Value Opps I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SGGIX | DWS Large Cap Focus Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
ECFVX | Eaton Vance Focused Value Opps C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
EAFVX | Eaton Vance Focused Value Opps A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
ESIFX | Eaton Vance Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
ERIFX | Eaton Vance Balanced R | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
EIIFX | Eaton Vance Balanced I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
ECIFX | Eaton Vance Balanced C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
EVIFX | Eaton Vance Balanced A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
SCQGX | DWS Large Cap Focus Growth S | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
FCLZX | Fidelity Advisor Climate Action Z | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FCECX | Fidelity Advisor Consumer Discret C | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
DHPYX | Diamond Hill Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
FIGRX | Fidelity International Discovery | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FOSFX | Fidelity Overseas | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FNARX | Fidelity Natural Resources Fund | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
FUTY | Fidelity MSCI Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
FJPNX | Fidelity Japan | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FSCOX | Fidelity International Small Cap Opp | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FDKFX | Fidelity International Discovery K6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FIDKX | Fidelity International Discovery K | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FBOT | Fidelity Disruptive Automation ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 6 | X | Global Large-Stock Growth |
FPBFX | Fidelity Pacific Basin | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Diversified Pacific/Asia |
FCLD | Fidelity Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Technology |
FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 1 | 4 | 5 | 9 | V | Global Large-Stock Growth |
FICDX | Fidelity Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FIKHX | Fidelity Advisor Technology Z | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FATEX | Fidelity Advisor Technology M | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FATIX | Fidelity Advisor Technology I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FTHCX | Fidelity Advisor Technology C | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FADTX | Fidelity Advisor Technology A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FOSKX | Fidelity Overseas K | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FEMVX | Fidelity SAI Emerging Mkts Val Idx | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FSEQX | Fidelity Advisor Sustainable U.S. Eq I | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
FSRFX | Fidelity Select Transportation | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
FSCRX | Fidelity Small Cap Discovery | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
FJACX | Fidelity Series Small Cap Discovery | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
FSOSX | Fidelity Series Overseas | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FSTSX | Fidelity Series International Sm Cap | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
FEMSX | Fidelity Series Emerging Markets Opps | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FHKFX | Fidelity Series Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FCNSX | Fidelity Series Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
FWRLX | Fidelity Select Wireless | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Communications |
FSPTX | Fidelity Select Technology | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
FQITX | Fidelity SAI International Qly Idx | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
FDCPX | Fidelity Select Tech Hardware | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Technology |
FDLSX | Fidelity Select Leisure | Owns companies we recommend for divestment | 1 | 4 | 2 | 1 | X | Consumer Cyclical |
FIDSX | Fidelity Select Financials Port | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FSCPX | Fidelity Select Consumer Discret Port | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
FSLBX | Fidelity Select Brokerage & Inv Mgmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FSRBX | Fidelity Select Banking | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
FIDEX | Fidelity SAI Sustainable U.S. Equity Fd | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
FSKLX | Fidelity SAI Intl Low Volatil Idx | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
FSEPX | Fidelity Advisor Sustainable U.S. Eq M | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
FSEOX | Fidelity Advisor Sustainable U.S. Eq C | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
FCNIX | Fidelity Advisor Consumer Discret I | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
FAGCX | Fidelity Advisor Growth Opps I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FZAIX | Fidelity Advisor International Discv Z | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FTADX | Fidelity Advisor International Discv M | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FIADX | Fidelity Advisor International Discv I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FCADX | Fidelity Advisor International Discv C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FAIDX | Fidelity Advisor International Discv A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FAGOX | Fidelity Advisor Growth Opps M | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FACGX | Fidelity Advisor Growth Opps C | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FOPCX | Fidelity Advisor Intl Sm Cap Opps C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FAGAX | Fidelity Advisor Growth Opps A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FIKBX | Fidelity Advisor Financials Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FAFSX | Fidelity Advisor Financials M | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FFSIX | Fidelity Advisor Financials I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FAFCX | Fidelity Advisor Financials C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FAFDX | Fidelity Advisor Financials A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
FIJZX | Fidelity Advisor Consumer Discret Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
FACPX | Fidelity Advisor Consumer Discret M | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
FOPAX | Fidelity Advisor Intl Sm Cap Opps A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPIX | Fidelity Advisor Intl Sm Cap Opps I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FSEKX | Fidelity Advisor Sustainable U.S. Eq A | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
FAERX | Fidelity Advisor Overseas M | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FZAOX | Fidelity Advisor Small Cap Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FSCTX | Fidelity Advisor Small Cap M | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FSCIX | Fidelity Advisor Small Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FSCEX | Fidelity Advisor Small Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FSCDX | Fidelity Advisor Small Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FSSFX | Fidelity Advisor Series Small Cap | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
FAOFX | Fidelity Advisor Series Growth Opps | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
FAOSX | Fidelity Advisor Overseas Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FAOIX | Fidelity Advisor Overseas I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FOPTX | Fidelity Advisor Intl Sm Cap Opps M | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
FAOCX | Fidelity Advisor Overseas C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FAOAX | Fidelity Advisor Overseas A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Growth |
FIQLX | Fidelity Advisor Japan Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FJPTX | Fidelity Advisor Japan M | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FJPIX | Fidelity Advisor Japan I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FJPCX | Fidelity Advisor Japan C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FPJAX | Fidelity Advisor Japan A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
FIQJX | Fidelity Advisor Intl Sm Cap Opps Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
DHPAX | Diamond Hill Mid Cap Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
CMCIX | Calvert Small/Mid-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
MLOZX | Cohen & Steers Future of Energy Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MLORX | Cohen & Steers Future of Energy R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MLOIX | Cohen & Steers Future of Energy I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MLOCX | Cohen & Steers Future of Energy C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MLOAX | Cohen & Steers Future of Energy A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
CILRX | Columbia Acorn International Sel Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
LCMRX | ClearBridge Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
LCMIX | ClearBridge Mid Cap Growth IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
LBGIX | ClearBridge Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
LAFAX | Columbia Acorn International Sel A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
LBGAX | ClearBridge Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
ISGLX | Columbia Integrated Small Cap Gr Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
ILGFX | Columbia Integrated Large Cap Gr Adv | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
CRIRX | Columbia Acorn International Sel Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
CTYRX | Columbia Global Technology Growth Adv | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
RDLCX | Columbia Disciplined Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
RDLAX | Columbia Disciplined Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
CSIRX | Columbia Acorn International Sel Inst3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
LBGCX | ClearBridge Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
INEQ | Columbia Intl Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Value |
CRTVX | Catholic Rsp Invst Mlt-Styl US Eq Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Blend |
SAGCX | ClearBridge Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
SHRAX | ClearBridge Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | V | Large Blend |
CIPIX | Champlain Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CIPMX | Champlain Mid Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CVISX | Causeway International Small Cap Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
CIISX | Causeway International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
CRTSX | Catholic Rsp Invst Mlt-Styl US Eq Ins | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Blend |
SAGYX | ClearBridge Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
CWSWX | Carillon Chartwell Small Cap Value R-6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
CWSIX | Carillon Chartwell Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
CWSHX | Carillon Chartwell Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
CWSCX | Carillon Chartwell Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
BERDX | Carillon Chartwell Mid Cap Value R-6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
BERCX | Carillon Chartwell Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
BERBX | Carillon Chartwell Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
BERAX | Carillon Chartwell Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
LMPFX | ClearBridge Growth FI | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
LSIFX | ClearBridge Growth IS | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
LMPRX | ClearBridge Growth R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
LEGAX | Columbia Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
DHPIX | Diamond Hill Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
ITGRX | Delaware Ivy Global Growth Fund Class R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
WLGYX | Delaware Ivy Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
ILGRX | Delaware Ivy Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
WLGRX | Delaware Ivy Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
IYGIX | Delaware Ivy Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
WLGCX | Delaware Ivy Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
WLGAX | Delaware Ivy Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
IVIYX | Delaware Ivy Global Growth Fund Class Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
IYIGX | Delaware Ivy Global Growth Fund Class R | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
IVOCX | Delaware Ivy Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
IGIIX | Delaware Ivy Global Growth Fund Class I | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
IVNCX | Delaware Ivy Global Growth Fund Class C | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
IVINX | Delaware Ivy Global Growth Fund Class A | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Large-Stock Growth |
WASYX | Delaware Ivy Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
IASTX | Delaware Ivy Asset Strategy Fund Cl R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
IASRX | Delaware Ivy Asset Strategy Fund Cl R | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
IVAEX | Delaware Ivy Asset Strategy Fund Cl I | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
WASCX | Delaware Ivy Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
IVOAX | Delaware Ivy Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
IVOIX | Delaware Ivy Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
DPRDX | Delaware Global Listed Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Allocation |
DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
DHFYX | Diamond Hill Large Cap Concentrated Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
DHFAX | Diamond Hill Large Cap Concentrated Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
DHFIX | Diamond Hill Large Cap Concentrated I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
DFRSX | DFA Asia Pacific Small Company I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Miscellaneous Region |
DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
IVORX | Delaware Ivy Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
IGNYX | Delaware Ivy Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
INRSX | Delaware Ivy Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
IGNRX | Delaware Ivy Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
IGNIX | Delaware Ivy Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
IGNCX | Delaware Ivy Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
IGNAX | Delaware Ivy Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
IVOYX | Delaware Ivy Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
IVOSX | Delaware Ivy Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
WASAX | Delaware Ivy Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
DPRRX | Delaware Global Listed Real Assets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Allocation |
CCGRX | Columbia Large Cap Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
NSGCX | Columbia Select Large Cap Equity C | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
CHHRX | Columbia Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
NSEPX | Columbia Select Large Cap Equity Inst | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
CLSRX | Columbia Select Large Cap Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
NSGAX | Columbia Select Large Cap Equity A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
ECON | Columbia Res Enh Emerging Econ ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
GEGTX | Columbia Large Cap Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
LEGCX | Columbia Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
DPRSX | Delaware Global Listed Real Assets Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Allocation |
IENRX | Delaware Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
DPRCX | Delaware Global Listed Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Allocation |
DPREX | Delaware Global Listed Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Allocation |
DEMZX | Delaware Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMRX | Delaware Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMIX | Delaware Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMCX | Delaware Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEMAX | Delaware Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
IEYYX | Delaware Climate Solutions Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
IYEFX | Delaware Climate Solutions R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
COVAX | Columbia Small Cap Value II A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
IVEIX | Delaware Climate Solutions I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
IEYCX | Delaware Climate Solutions C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
IEYAX | Delaware Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
CCTRX | Columbia Small Cap Value II R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
CRRYX | Columbia Small Cap Value II Inst3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
CRRRX | Columbia Small Cap Value II Inst2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
NSVAX | Columbia Small Cap Value II Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
CLURX | Columbia Small Cap Value II Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
LRAGX | Lord Abbett International Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
LTAGX | Lord Abbett International Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
DGAGX | BNY Mellon Appreciation Investor | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
BMISX | BNY Mellon Income Stock C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
BMIAX | BNY Mellon Income Stock A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
DRGYX | BNY Mellon Dynamic Value Fund Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Value |
DRGVX | BNY Mellon Dynamic Value Fund I | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Value |
DCGVX | BNY Mellon Dynamic Value Fund C | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Value |
DAGVX | BNY Mellon Dynamic Value Fund A | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Value |
DGYGX | BNY Mellon Appreciation Y | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
DGIGX | BNY Mellon Appreciation I | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
MIISX | BNY Mellon Income Stock Inv | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
BMIIX | BNY Mellon Income Stock I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
MPISX | BNY Mellon Income Stock M | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
DLACX | BNY Mellon Large Cap Equity Y | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Growth |
STSVX | BNY Mellon Sm Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
BOSCX | BNY Mellon Sm Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
RUDAX | BNY Mellon Sm Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
DMCYX | BNY Mellon Opportunistic Midcap Value Y | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
DVLIX | BNY Mellon Opportunistic Midcap Value I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
DVLCX | BNY Mellon Opportunistic Midcap Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
DMCVX | BNY Mellon Opportunistic Midcap Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
DLQIX | BNY Mellon Large Cap Equity I | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Growth |
BMIYX | BNY Mellon Income Stock Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
DEYCX | BNY Mellon Large Cap Equity C | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Growth |
DLQAX | BNY Mellon Large Cap Equity A | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Growth |
MPITX | BNY Mellon International M | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
MIINX | BNY Mellon International Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
DIEYX | BNY Mellon International Core Equity Y | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
DIERX | BNY Mellon International Core Equity I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
DIECX | BNY Mellon International Core Equity C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
DIEAX | BNY Mellon International Core Equity A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Blend |
BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
DTMGX | BNY Mellon Tax Managed Growth A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Growth |
APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
BARUX | Baron Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
BARIX | Baron Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 5 | X | Mid-Cap Value |
AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 1 | X | Large Blend |
AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
BOSYX | BNY Mellon Sm Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
DPTAX | BNY Mellon Tax Managed Growth C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Growth |
TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
RSEVX | Columbia Global Value Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
LMVRX | ClearBridge Value R | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
LMNVX | ClearBridge Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
LMVFX | ClearBridge Value FI | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
LMVTX | ClearBridge Value C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
LGVAX | ClearBridge Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 2 | 4 | 8 | 4 | X | Large Value |
LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
FGIPX | Delaware Growth and Income Instl | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | X | Large Value |
WCEAX | Delaware Ivy Core Equity Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
IBNYX | Delaware Ivy Balanced Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
IBARX | Delaware Ivy Balanced Fund Class R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
IYBFX | Delaware Ivy Balanced Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
IYBIX | Delaware Ivy Balanced Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
IBNCX | Delaware Ivy Balanced Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
IBNAX | Delaware Ivy Balanced Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
FGIQX | Delaware Growth and Income R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | X | Large Value |
FGINX | Delaware Growth and Income A | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | X | Large Value |
ILVEX | Columbia Integrated Large Cap Val Adv | Owns companies we recommend for divestment | 2 | 4 | 8 | 4 | X | Large Value |
COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 2 | 4 | 8 | 4 | X | Large Value |
LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
DPTRX | BNY Mellon Tax Managed Growth I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Growth |
CVGRX | Calamos Growth A | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
CVAAX | Calamos Select Fund A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Blend |
CIGOX | Calamos International Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
CIGIX | Calamos International Growth I | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
CIGCX | Calamos International Growth C | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
CIGRX | Calamos International Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
CGRIX | Calamos Growth I | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
CVGCX | Calamos Growth C | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
CVAIX | Calamos Select Fund I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Blend |
BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
DPRIX | BNY Mellon Worldwide Growth Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Growth |
DPWRX | BNY Mellon Worldwide Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Growth |
PGRCX | BNY Mellon Worldwide Growth C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Growth |
PGROX | BNY Mellon Worldwide Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Growth |
BKSE | BNY Mellon US Small Cap Core Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 3 | X | Small Blend |
CVACX | Calamos Select Fund C | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Blend |
CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
CIVIX | Causeway International Value Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Blend |
CIVVX | Causeway International Value Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
CIOVX | Causeway International Opps Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Value |
CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
CIOIX | Causeway International Opps Inst | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Value |
CGVVX | Causeway Global Value Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Large-Stock Value |
CGVIX | Causeway Global Value Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Large-Stock Value |
HIGUX | Carillon Eagle Growth & Income R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
HIGJX | Carillon Eagle Growth & Income I | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
HIGCX | Carillon Eagle Growth & Income C | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
HRCVX | Carillon Eagle Growth & Income A | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TCMPX | AMG TimesSquare International SmallCap N | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
ICIEX | Delaware Ivy Core Equity Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFTDX | Allspring Innovation Fund - Class Admin | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
TOVYX | American Beacon EAM Int Small Cap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Technology |
EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Europe Stock |
WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDSX | Allspring SMID Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WDSCX | Allspring SMID Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
WFSTX | Allspring Innovation Fund - Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 6 | V | Mid-Cap Blend |
EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
QMID | WisdomTree U.S. Mid Cap Quality Gr | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ALOCX | Alger Mid Cap Focus C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ALOAX | Alger Mid Cap Focus A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Large Blend |
ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
TSYZX | AMG TimesSquare Global Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
TSYNX | AMG TimesSquare Global Small Cap N | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
TSYIX | AMG TimesSquare Global Small Cap I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
ABINX | American Century Balanced I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
AMAHX | American Century Small Cap Dividend A | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
WTRCX | Delaware Ivy Core Equity Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
IYCEX | Delaware Ivy Core Equity Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Global Large-Stock Blend |
GTEK | Goldman Sachs Future Tech Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Technology |
GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
UUOAX | GMO U.S. Opportunistic Value Vi | Owns companies we recommend for divestment | 2 | 7 | 13 | 7 | X | Large Value |
PPAJX | GMO U.S. Opportunistic Value R6 | Owns companies we recommend for divestment | 2 | 7 | 13 | 7 | X | Large Value |
GUSOX | GMO U.S. Opportunistic Value IV | Owns companies we recommend for divestment | 2 | 7 | 13 | 7 | X | Large Value |
PPADX | GMO U.S. Opportunistic Value III | Owns companies we recommend for divestment | 2 | 7 | 13 | 7 | X | Large Value |
PPAEX | GMO U.S. Opportunistic Value I | Owns companies we recommend for divestment | 2 | 7 | 13 | 7 | X | Large Value |
GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Global Large-Stock Blend |
GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
| GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
GMAZX | GMO International Opportunistic Val IV | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
GTMIX | GMO International Opportunistic Val III | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
IOVFX | GMO International Opportunistic Val I | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
GMCFX | GMO International Equity IV | Owns companies we recommend for divestment | 2 | 0 | 8 | 5 | X | Foreign Large Value |
GMOIX | GMO International Equity III | Owns companies we recommend for divestment | 2 | 0 | 8 | 5 | X | Foreign Large Value |
GMOUX | GMO International Equity I | Owns companies we recommend for divestment | 2 | 0 | 8 | 5 | X | Foreign Large Value |
DAX | Global X DAX Germany ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Miscellaneous Region |
GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GAUIX | Gabelli Utilities I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 2 | 3 | 5 | 2 | V | Large Value |
GUXPX | Gabelli Utilities C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
FMBRX | Franklin Mutual Beacon R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
FRNRX | Franklin Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
FMSHX | Franklin Mutual Shares R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
FNCRX | Franklin Natural Resources C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
TEBIX | Franklin Mutual Beacon A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
FLGR | Franklin FTSE Germany ETF | Owns companies we recommend for divestment | 2 | 0 | 6 | 0 | X | Miscellaneous Region |
QRVLX | FPA Queens Road Value | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
NFRA | FlexShares STOXX Global Broad Infras ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Infrastructure |
IQDF | FlexShares Intl Qual Div ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Value |
SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Value |
RNSC | First Trust Small Cap US Equity Sel ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
FNRAX | Franklin Natural Resources Adv | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
FNCSX | Franklin Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
GABUX | Gabelli Utilities AAA | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
FTVNX | FullerThaler Behav Md-Cp Val Investor | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Mid-Cap Value |
GAUAX | Gabelli Utilities A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
GBCIX | Gabelli Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
GBCCX | Gabelli Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
GABBX | Gabelli Dividend Growth AAA | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
GBCAX | Gabelli Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
FTSIX | FullerThaler Behvrl S-M Cor Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
FTSAX | FullerThaler Behvrl S-M Cor Eq A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
FTVZX | FullerThaler Behav Md-Cp Val R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Mid-Cap Value |
FTVSX | FullerThaler Behav Md-Cp Val Instl | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Mid-Cap Value |
LVHD | Franklin U.S. Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
FTVCX | FullerThaler Behav Md-Cp Val C | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Mid-Cap Value |
FTVAX | FullerThaler Behav Md-Cp Val A | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Mid-Cap Value |
FTHMX | FullerThaler Behav Md-Cp Eq Inst | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Mid-Cap Blend |
LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Growth |
GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HSMTX | Hartford Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HSMSX | Hartford Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HSMRX | Hartford Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
ROSC | Hartford Multifactor Small Cap ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Small Value |
HSMVX | Hartford Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
HQGO | Hartford US Quality Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Growth |
HMVUX | Hartford MidCap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Large Value |
LAVGX | Lord Abbett International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Growth |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 8 | 8 | 10 | V | Large Value |
AEDYX | Invesco EQV European Equity Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
AEGSX | Invesco EQV European Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
AEDRX | Invesco EQV European Equity R | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
EGINX | Invesco EQV European Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
AEDCX | Invesco EQV European Equity C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
AEDAX | Invesco EQV European Equity A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
PXI | Invesco Dorsey Wright Energy MomentumETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 2 | 1 | 6 | 4 | V | Foreign Large Blend |
CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 2 | 1 | 6 | 4 | V | Foreign Large Blend |
HMVYX | Hartford MidCap Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HMVTX | Hartford MidCap Value R5 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GGEZX | GuideStone Funds Growth Equity Investor | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Growth |
HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Mid-Cap Growth |
HNACX | Harbor Capital Appreciation Retirement | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
HCAIX | Harbor Capital Appreciation Inv | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
HACAX | Harbor Capital Appreciation Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
HRCAX | Harbor Capital Appreciation Admin | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
GGEYX | GuideStone Funds Growth Equity Instl | Owns companies we recommend for divestment | 2 | 6 | 8 | 9 | X | Large Growth |
HAVLX | Harbor Large Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
GQHPX | GQG Partners US Quality Dividend Inc Inv | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
GQHIX | GQG Partners US Quality Dividend Inc Ins | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Small Blend |
HRLVX | Harbor Large Cap Value Admin | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
HILVX | Harbor Large Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
HMVSX | Hartford MidCap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HGOTX | Hartford Growth Opportunities R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HMVRX | Hartford MidCap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HMVJX | Hartford MidCap Value I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HMVFX | Hartford MidCap Value F | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HMVCX | Hartford MidCap Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HMVAX | Hartford MidCap Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
HFGO | Hartford Large Cap Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOYX | Hartford Growth Opportunities Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOVX | Hartford Growth Opportunities R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOSX | Hartford Growth Opportunities R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HNLVX | Harbor Large Cap Value Retirement | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
HGORX | Hartford Growth Opportunities R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOIX | Hartford Growth Opportunities I | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOFX | Hartford Growth Opportunities F | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOCX | Hartford Growth Opportunities C | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HGOAX | Hartford Growth Opportunities A | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
WINN | Harbor Long-Term Growers ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Small Growth |
FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
ICEQX | Delaware Ivy Core Equity Fund Class R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
EDIIX | Eaton Vance Global Income Builder I | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Global Allocation |
EITVX | Eaton Vance Tx-Mgd Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Value |
ECTVX | Eaton Vance Tx-Mgd Value C | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Value |
EATVX | Eaton Vance Tx-Mgd Value A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Value |
EIDIX | Eaton Vance Tax-Managed Global Div Inc I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
ECDIX | Eaton Vance Tax-Managed Global Div Inc C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
EADIX | Eaton Vance Tax-Managed Global Div Inc A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
EDIRX | Eaton Vance Global Income Builder R | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Global Allocation |
EDICX | Eaton Vance Global Income Builder C | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Global Allocation |
ESCQX | Embark Small Cap Equity Retirement | Owns companies we recommend for divestment | 2 | 4 | 1 | 5 | X | Small Blend |
EDIAX | Eaton Vance Global Income Builder A | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Global Allocation |
ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
SSLCX | DWS Small Cap Core S | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
SZCRX | DWS Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
ESCWX | Embark Small Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 4 | 1 | 5 | X | Small Blend |
MXHTX | Empower International Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
SZCCX | DWS Small Cap Core C | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
FKALX | Federated Hermes Kaufmann Small Cap R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
FANAX | Fidelity Advisor Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
FFIDX | Fidelity | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
FDV | Federated Hermes US Strategic Dvd ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
FGSKX | Federated Hermes MDT Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Mid-Cap Growth |
FGSIX | Federated Hermes MDT Mid Cap Growth IS | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Mid-Cap Growth |
FGSCX | Federated Hermes MDT Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Mid-Cap Growth |
FGSAX | Federated Hermes MDT Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Mid-Cap Growth |
FKKSX | Federated Hermes Kaufmann Small Cap R | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
MXIGX | Empower International Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
FKAIX | Federated Hermes Kaufmann Small Cap IS | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
FKCSX | Federated Hermes Kaufmann Small Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
FKASX | Federated Hermes Kaufmann Small Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
FGRSX | Federated Hermes Intl Leaders R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
FGFRX | Federated Hermes Intl Leaders R | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
FGFLX | Federated Hermes Intl Leaders IS | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
FGFCX | Federated Hermes International Leaders C | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
FGFAX | Federated Hermes International Leaders A | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
SZCIX | DWS Small Cap Core Inst | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
SZCAX | DWS Small Cap Core A | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
FANIX | Fidelity Advisor Energy I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
IYSMX | Delaware Ivy Smid Cap Core Fund Class R | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
FIVVX | Delaware Opportunity R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Mid-Cap Value |
FIZRX | Delaware Opportunity R | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Mid-Cap Value |
FIVUX | Delaware Opportunity Instl | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Mid-Cap Value |
FIVCX | Delaware Opportunity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Mid-Cap Value |
FIUSX | Delaware Opportunity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Mid-Cap Value |
IYSYX | Delaware Ivy Smid Cap Core Fund Class Y | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
ISPVX | Delaware Ivy Smid Cap Core Fund Class R6 | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
IVVIX | Delaware Ivy Smid Cap Core Fund Class I | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
IYSCX | Delaware Ivy Smid Cap Core Fund Class C | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
IYSAX | Delaware Ivy Smid Cap Core Fund Class A | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
IMAYX | Delaware Ivy Multi-Asset Income Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Global Allocation |
IMURX | Delaware Ivy Multi-Asset Income R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Global Allocation |
IMAIX | Delaware Ivy Multi-Asset Income I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Global Allocation |
IMACX | Delaware Ivy Multi-Asset Income C | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Global Allocation |
IMAAX | Delaware Ivy Multi-Asset Income A | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Global Allocation |
WCEYX | Delaware Ivy Core Equity Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
KTCSX | DWS Science and Technology S | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
KDHIX | DWS CROCI Equity Dividend Inst | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
KTCIX | DWS Science and Technology Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
KTCCX | DWS Science and Technology C | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
KTCAX | DWS Science and Technology A | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
SLAFX | DWS Latin America Equity S | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
SLARX | DWS Latin America Equity Inst | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
SLAPX | DWS Latin America Equity C | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
SLANX | DWS Latin America Equity A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
KDHSX | DWS CROCI Equity Dividend S | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
KDHCX | DWS CROCI Equity Dividend C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 2 | 7 | 6 | 7 | X | Small Value |
KDHAX | DWS CROCI Equity Dividend A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
DSFRX | Domini Impact Equity Y | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
DSEFX | Domini Impact Equity Investor | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
DIEQX | Domini Impact Equity Institutional | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Large Value |
DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Large Value |
DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Moderate Allocation |
DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 7 | 7 | 6 | X | Small Value |
FNRCX | Fidelity Advisor Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
FAGNX | Fidelity Advisor Energy M | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 10 | X | Large Growth |
FKICX | Fidelity Small Cap Stock K6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
FFSM | Fidelity® Fundamental Small-Mid Cap ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Mid-Cap Blend |
FDWM | Fidelity Women's Leadership ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | V | Large Blend |
FWOMX | Fidelity Women's Leadership | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FLRG | Fidelity U.S. Multifactor ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | X | Large Blend |
FTRNX | Fidelity Trend | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Large Growth |
FSSMX | Fidelity Stock Selector Mid Cap | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
FCPVX | Fidelity Small Cap Value Fund | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FSLCX | Fidelity Small Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
FESGX | First Eagle Global C | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
FSENX | Fidelity Select Energy Portfolio | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
FSGJX | Fidelity SAI Global ex U.S. Low Vol Idx | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
FERGX | Fidelity SAI Emerging Markets Index | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
FENY | Fidelity MSCI Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
FCMVX | Fidelity Mid Cap Value K6 | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FSMVX | Fidelity Mid Cap Value | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FMKFX | Fidelity Magellan K6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
FMGKX | Fidelity Magellan K | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
FMAGX | Fidelity Magellan | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Mid-Cap Blend |
FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Europe Stock |
ILDR | First Trust Innovation Leaders ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Blend |
FTGS | First Trust Growth Strength ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Growth |
FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 6 | 0 | 5 | X | Financial |
XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Technology |
FEM | First Trust Emerging Mrkts AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
FEGRX | First Eagle Global R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Mid-Cap Blend |
FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 2 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
RND | First Trust Bloomberg R&D Leaders ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Blend |
AFSM | First Trust Active Factor Small Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FMAG | Fidelity Magellan ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
FFDKX | Fidelity K | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
FIKAX | Fidelity Advisor Energy Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
FIQHX | Fidelity Advisor Europe Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FCVCX | Fidelity Advisor Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FCVAX | Fidelity Advisor Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FIDFX | Fidelity Advisor Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FMPTX | Fidelity Advisor Mid Cap Value M | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FMPOX | Fidelity Advisor Mid Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FMPEX | Fidelity Advisor Mid Cap Value C | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FMPAX | Fidelity Advisor Mid Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Mid-Cap Value |
FHJVX | Fidelity Advisor Europe M | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FCVTX | Fidelity Advisor Small Cap Value M | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FHJMX | Fidelity Advisor Europe I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FHJTX | Fidelity Advisor Europe C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FHJUX | Fidelity Advisor Europe A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FZAGX | Fidelity Advisor Equity Income Z | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FEIRX | Fidelity Advisor Equity Income M | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
EQPIX | Fidelity Advisor Equity Income I | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FEICX | Fidelity Advisor Equity Income C | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FEIAX | Fidelity Advisor Equity Income A | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FCVIX | Fidelity Advisor Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FIKNX | Fidelity Advisor Small Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
FIVA | Fidelity International Value Factor ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Value |
FPADX | Fidelity Emerging Markets Idx | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
FFLV | Fidelity Fundamental Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
FTQGX | Fidelity Focused Stock | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
FIEUX | Fidelity Europe | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Europe Stock |
FETKX | Fidelity Equity Dividend Income K | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FEQTX | Fidelity Equity Dividend Income | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Value |
FSLEX | Fidelity Environment & Alternative Engy | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | V | Industrials |
FESM | Fidelity Enhanced Small Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Small Blend |
FELG | Fidelity Enhanced Large Cap Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
FWOZX | Fidelity Advisor Women's Leadership Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FMCDX | Fidelity Advisor Stock Selec Mid Cp A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
FWOEX | Fidelity Advisor Women's Leadership M | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FWMNX | Fidelity Advisor Women's Leadership I | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FWOCX | Fidelity Advisor Women's Leadership C | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FWOAX | Fidelity Advisor Women's Leadership A | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
FSLZX | Fidelity Advisor Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
FMCAX | Fidelity Advisor Stock Selec Mid Cp M | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
FMCCX | Fidelity Advisor Stock Selec Mid Cp I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
FMCEX | Fidelity Advisor Stock Selec Mid Cp C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Moderate Allocation |
XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
CLNR | NYLI Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 2 | V | Industrials |
NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | V | Large Growth |
NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | V | Large Growth |
NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | V | Large Growth |
NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | V | Large Growth |
NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | V | Large Growth |
NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
NSMAX | Nuveen Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
ICEVX | NYLI Epoch International Choice Class A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
NWQFX | Nuveen Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
NSCFX | Nuveen Small-Cap Value Opps R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
NSCRX | Nuveen Small-Cap Value Opps I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
NSCCX | Nuveen Small-Cap Value Opps C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
NSCAX | Nuveen Small-Cap Value Opps A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
ICERX | NYLI Epoch International Chc SIMPLE Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
ICEWX | NYLI Epoch International Choice Class C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
IWLG | NYLI Winslow Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
BULD | Pacer BlueStar Engineering the Fut ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Technology |
OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OANEX | Oakmark International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
OAYEX | Oakmark International Small Cap Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
MLRMX | NYLI Winslow Large Cap Growth SIMPLE Cl | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLINX | NYLI Winslow Large Cap Growth Inv Class | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLRSX | NYLI Winslow Large Cap Growth Class R6 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
ICEUX | NYLI Epoch International Choice Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
MLGRX | NYLI Winslow Large Cap Growth Class R3 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLRTX | NYLI Winslow Large Cap Growth Class R2 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLRRX | NYLI Winslow Large Cap Growth Class R1 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLAIX | NYLI Winslow Large Cap Growth Class I | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLACX | NYLI Winslow Large Cap Growth Class C | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLABX | NYLI Winslow Large Cap Growth Class B | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
MLAAX | NYLI Winslow Large Cap Growth Class A | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
ICELX | NYLI Epoch International Choice Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Value |
NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | V | Large Growth |
NUICX | Nuveen International Dividend Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
NUIAX | Nuveen International Dividend Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Large-Stock Blend |
NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Large-Stock Blend |
NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Large-Stock Blend |
NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Growth |
NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 6 | 8 | V | Large Blend |
TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | V | Large Value |
FFEFX | Nuveen Dividend Value R6 | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Value |
FAQIX | Nuveen Dividend Value I | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Value |
FFECX | Nuveen Dividend Value C | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Value |
FFEIX | Nuveen Dividend Value A | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Value |
NUESX | Northern US Quality ESG K | Owns companies we recommend for divestment | 1 | 6 | 10 | 6 | V | Large Blend |
NUEIX | Northern US Quality ESG I | Owns companies we recommend for divestment | 1 | 6 | 10 | 6 | V | Large Blend |
NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
NSCS | Nuveen Small Cap Select ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
FISGX | Nuveen Mid Cap Growth Opps I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
NQVRX | Nuveen Multi Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Mid-Cap Value |
NQVCX | Nuveen Multi Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Mid-Cap Value |
NQVAX | Nuveen Multi Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Mid-Cap Value |
TRGMX | Nuveen Mid Cap Growth Retire | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
TRPWX | Nuveen Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
TRGPX | Nuveen Mid Cap Growth Premier | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
FMEFX | Nuveen Mid Cap Growth Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
FRSLX | Nuveen Mid Cap Growth Opps A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
TCMHX | Nuveen Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
TCMGX | Nuveen Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
FLRYX | Nuveen Large Cap Select I | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Blend |
FLYCX | Nuveen Large Cap Select C | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Blend |
FLRAX | Nuveen Large Cap Select A | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Blend |
TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Technology |
EAFG | Pacer Developed Mkts Csh Cow Gr Ldr ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Growth |
HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
INYDX | Pioneer Disciplined Growth Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
FUNCX | Pioneer Fundamental Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
PIGFX | Pioneer Fundamental Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
PYEQX | Pioneer Equity Income Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
PQIRX | Pioneer Equity Income R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
PEQKX | Pioneer Equity Income K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
PCEQX | Pioneer Equity Income C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
PEQIX | Pioneer Equity Income A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
INKDX | Pioneer Disciplined Growth K | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
PFGRX | Pioneer Fundamental Growth R | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
INDCX | Pioneer Disciplined Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
PINDX | Pioneer Disciplined Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 1 | 11 | 10 | 9 | V | Large Value |
PFGKX | Pioneer Fundamental Growth K | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
FUNYX | Pioneer Fundamental Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
PUDZX | PGIM Real Assets Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Moderate Allocation |
POAGX | PRIMECAP Odyssey Aggressive Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Mid-Cap Growth |
PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PEIPX | Principal Equity Income R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PIEMX | Principal Equity Income R1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Value |
MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Small Blend |
GLOSX | Pioneer Global Sustainable Equity A | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Global Large-Stock Value |
MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Small Blend |
PISYX | Pioneer Intrinsic Value Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Value |
PVCCX | Pioneer Intrinsic Value C | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Value |
PISVX | Pioneer Intrinsic Value A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Value |
PGSYX | Pioneer Global Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Global Large-Stock Value |
PRGEX | Pioneer Global Sustainable Equity R | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Global Large-Stock Value |
PGEKX | Pioneer Global Sustainable Equity K | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Global Large-Stock Value |
GCSLX | Pioneer Global Sustainable Equity C | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Global Large-Stock Value |
MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
PUDQX | PGIM Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Moderate Allocation |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
JDEZX | PGIM Jennison Global Equity Income Z | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PJGQX | PGIM Jennison Mid-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PEGGX | PGIM Jennison Mid-Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PEGEX | PGIM Jennison Mid-Cap Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PEGCX | PGIM Jennison Mid-Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PEEAX | PGIM Jennison Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
PJIQX | PGIM Jennison Global Equity Income R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
PRPCX | PGIM Jennison MLP C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
PJERX | PGIM Jennison Global Equity Income R | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
AGOCX | PGIM Jennison Global Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
SPQAX | PGIM Jennison Global Equity Income A | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
PARWX | Parnassus Value Equity Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | V | Large Value |
PFPWX | Parnassus Value Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | V | Large Value |
COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Blend |
COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Mid-Cap Value |
GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Global Large-Stock Value |
PRPAX | PGIM Jennison MLP A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
PRPQX | PGIM Jennison MLP R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
PUDCX | PGIM Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Moderate Allocation |
PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PUDAX | PGIM Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Moderate Allocation |
PQEMX | PGIM Quant Solutions EMs Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
PAHUX | PGIM Jennison NextGeneration Glb Opps Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
PRPZX | PGIM Jennison MLP Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
PAHVX | PGIM Jennison NextGeneration Glb Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
PAHTX | PGIM Jennison NextGeneration Glb Opps C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
PAHSX | PGIM Jennison NextGeneration Glb Opps A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
PNRZX | PGIM Jennison Natural Resources Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
PJNQX | PGIM Jennison Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
JNRRX | PGIM Jennison Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
PNRCX | PGIM Jennison Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
PGNAX | PGIM Jennison Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
NOIEX | Northern Income Equity | Owns companies we recommend for divestment | 1 | 9 | 7 | 8 | X | Large Value |
HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
PIEIX | Principal Glb Emerging Markets Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
MWOCX | MFS Global Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MFEGX | MFS Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MWOKX | MFS Global Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWOJX | MFS Global Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWOHX | MFS Global Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MGWRX | MFS Global Growth R2 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWOGX | MFS Global Growth R1 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWOIX | MFS Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWOBX | MFS Global Growth B | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MFECX | MFS Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MWOFX | MFS Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
MWEMX | MFS Global Equity R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MWELX | MFS Global Equity R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MWEHX | MFS Global Equity R3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MEQRX | MFS Global Equity R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MWEGX | MFS Global Equity R1 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MWEIX | MFS Global Equity I | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MWECX | MFS Global Equity C | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MEGBX | MFS Growth B | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MFEIX | MFS Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MWEFX | MFS Global Equity A | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MGICX | MFS International Intrinsic Value C | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MIDAX | MFS International New Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MINJX | MFS International Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MINHX | MFS International Intrinsic Value R4 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MINGX | MFS International Intrinsic Value R3 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MINFX | MFS International Intrinsic Value R2 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MINRX | MFS International Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MINIX | MFS International Intrinsic Value I | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MGIBX | MFS International Intrinsic Value B | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MFELX | MFS Growth R1 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MGIAX | MFS International Intrinsic Value A | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Growth |
MIEIX | MFS International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
MIEKX | MFS International Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
MIEJX | MFS International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
MFEKX | MFS Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MFEJX | MFS Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MFEHX | MFS Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MEGRX | MFS Growth R2 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
MWEBX | MFS Global Equity B | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
MAPIX | Matthews Asia Dividend Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Pacific/Asia |
MIDCX | MFS International New Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
LVOSX | Lord Abbett Value Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
MPGLX | MassMutual Disciplined Gr Adm | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MPGAX | MassMutual Disciplined Gr A | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MPGFX | Mairs & Power Growth | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
MAPOX | Mairs & Power Balanced | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Moderate Allocation |
PWER | Macquarie Energy Transition ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
LVOVX | Lord Abbett Value Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOTX | Lord Abbett Value Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVORX | Lord Abbett Value Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
MPDRX | MassMutual Disciplined Gr R3 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
LVOQX | Lord Abbett Value Opportunities R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOPX | Lord Abbett Value Opportunities P | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOOX | Lord Abbett Value Opportunities F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOFX | Lord Abbett Value Opportunities F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
LVOCX | Lord Abbett Value Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
LVOAX | Lord Abbett Value Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
MPDIX | MassMutual Disciplined Gr I | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MPDGX | MassMutual Disciplined Gr R4 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MIPIX | Matthews Asia Dividend Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Pacific/Asia |
MMNFX | MassMutual Growth Opps Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMVFX | MassMutual Small Company Value R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MMYAX | MassMutual Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MMNLX | MassMutual Small Company Val Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MMVYX | MassMutual Small Company Val Svc | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MSVSX | MassMutual Small Company Val R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MSVNX | MassMutual Small Company Val R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MSVZX | MassMutual Small Company Val I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MMYLX | MassMutual Small Company Val Adm | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
MAGYX | MassMutual Growth Opps Svc | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MGRSX | MassMutual Growth Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMGFX | MassMutual Growth Opps R4 | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMANX | MassMutual Growth Opps R3 | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMAZX | MassMutual Growth Opps I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MAGLX | MassMutual Growth Opps Adm | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMAAX | MassMutual Growth Opps A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
DEIGX | MassMutual Disciplined Gr Svc | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
MIDBX | MFS International New Discovery B | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MWNIX | MFS International New Discovery I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
NWAHX | Nationwide Janus Henderson Overseas R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
NWZMX | Nationwide Loomis All Cap Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
NWZNX | Nationwide Loomis All Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
NWADX | Nationwide Loomis All Cap Gr Eagle | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
NWZLX | Nationwide Loomis All Cap Gr A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
NWAGX | Nationwide Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
NECCX | Natixis US Equity Opportunities C | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
NWAVX | Nationwide GQG US Quality Eq R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Blend |
NWAWX | Nationwide GQG US Quality Eq Instl Ser | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Blend |
NWAYX | Nationwide GQG US Quality Eq Eagle | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Blend |
NWAUX | Nationwide GQG US Quality Eq A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Blend |
NWKAX | Nationwide Geneva Mid Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
NWHYX | Nationwide Geneva Mid Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
NWHVX | Nationwide Geneva Mid Cap Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
NWHTX | Nationwide Bailard Tech & Sci R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
NEFSX | Natixis US Equity Opportunities A | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
NESNX | Natixis US Equity Opportunities N | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
NWHUX | Nationwide Bailard Tech & Sci Instl Svc | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NBCC | Neuberger Brmn Nxt Gnrtn Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Consumer Cyclical |
NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NESYX | Natixis US Equity Opportunities Y | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Global Large-Stock Growth |
NWHQX | Nationwide Bailard Tech & Sci M | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
NWHOX | Nationwide Bailard Tech & Sci A | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
MIDGX | MFS International New Discovery R1 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
MNDIX | MFS New Discovery I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
MNDCX | MFS New Discovery C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
MNDBX | MFS New Discovery B | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
MNDAX | MFS New Discovery A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
MNDRX | MFS New Discovery R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Growth |
MIDLX | MFS International New Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MIDJX | MFS International New Discovery R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MIDHX | MFS International New Discovery R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MIDRX | MFS International New Discovery R2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MNDGX | MFS New Discovery R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
MNDHX | MFS New Discovery R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
NWHGX | Nationwide Bailard Cogntv Val R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
NDVVX | MFS New Discovery Value R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NWHFX | Nationwide Bailard Cogntv Val M | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
NWHHX | Nationwide Bailard Cogntv Val Instl Svc | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
NWHDX | Nationwide Bailard Cogntv Val A | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
MDIV | Multi-Asset Diversified Income ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Aggressive Allocation |
MGKQX | Morgan Stanley Global Permanence R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
MGKIX | Morgan Stanley Global Permanence I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
MGKCX | Morgan Stanley Global Permanence C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
MGKAX | Morgan Stanley Global Permanence A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
NDVUX | MFS New Discovery Value R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
MNDJX | MFS New Discovery R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
NDVTX | MFS New Discovery Value R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVSX | MFS New Discovery Value R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVRX | MFS New Discovery Value R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVIX | MFS New Discovery Value I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVCX | MFS New Discovery Value C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVBX | MFS New Discovery Value B | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
NDVAX | MFS New Discovery Value A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Value |
MNDKX | MFS New Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
PRIAX | Principal Glb Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
PIEJX | Principal Glb Emerging Markets J | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
VSOYX | Victory Sycamore Small Company Opp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VSORX | Victory Sycamore Small Company Opp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
GOGFX | Victory Sycamore Small Company Opp R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VSOIX | Victory Sycamore Small Company Opp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
SSGSX | Victory Sycamore Small Company Opp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 1 | 8 | 2 | 2 | X | Large Blend |
SFLO | VictoryShares Small Cap Fr CA Flw ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Small Blend |
RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
VIMCX | Virtus KAR Mid-Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VMCCX | Virtus KAR Mid-Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VMACX | Virtus KAR Mid-Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
AOPCX | Virtus International S/C C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
MDCP | VictoryShares THB Mid Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
AOPAX | Virtus International S/C A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
STVZX | Virtus Ceredex Large-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
STVTX | Virtus Ceredex Large-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
SVIFX | Virtus Ceredex Large-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
SVIIX | Virtus Ceredex Large-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Global Large-Stock Blend |
VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Technology |
CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
SMOT | VanEck Morningstar SMID Moat ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Growth |
VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Moderate Allocation |
EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Large Value |
VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Value |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Growth |
VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
WGMVX | Wasatch Micro Cap Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WAMVX | Wasatch Micro Cap Value | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
FMIEX | Wasatch Global Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
IBCGX | VY® Baron Growth S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
IBSSX | VY® Baron Growth S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
VYRBX | VY® Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
IBGIX | VY® Baron Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
IBSAX | VY® Baron Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Growth |
IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
WBSIX | William Blair Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
RSMVX | William Blair Small-Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
PIXEX | Principal Glb Emerging Markets R1 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
WBSRX | William Blair Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
WBSNX | William Blair Small Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
LCGJX | William Blair Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Growth |
LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
LCGFX | William Blair Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
WCMNX | WCM Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WCMLX | WCM Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VWID | Virtus WMC International Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Foreign Large Value |
SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Large Value |
RYMCX | Royce Micro-Cap Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
RYTFX | Royce Small-Cap Total Return Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
RTRRX | Royce Small-Cap Total Return R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
RYTRX | Royce Small-Cap Total Return Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
RTRIX | Royce Small-Cap Total Return Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
RYTCX | Royce Small-Cap Total Return Consult | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
RMCFX | Royce Micro-Cap Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
RYOTX | Royce Micro-Cap Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
RYIPX | Royce International Premier Service | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
RIPNX | Royce International Premier Investment | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
RIPIX | Royce International Premier Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
RYFSX | Royce Global Financial Services Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Financial |
RGFIX | Royce Global Financial Services Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Financial |
RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Global Small/Mid Stock |
RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Global Small/Mid Stock |
RFDA | RiverFront Dynamic US Dividend Advtg ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
RWCEX | Redwheel Global Emerging Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
TMVAX | RBC Microcap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
FSAMX | Strategic Advisers Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Small Blend |
SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Small Blend |
SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Technology |
EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Diversified Emerging Mkts |
SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Small Blend |
KCE | SPDR® S&P Capital Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Growth |
SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
FEZ | SPDR® EURO STOXX 50 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Natural Resources |
SISLX | Shelton International Select Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
SISEX | Shelton International Select Eq Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
RWCIX | Redwheel Global Emerging Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
RGORX | RBC Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
EQRR | ProShares Equities for Rising Rates ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Large Value |
PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
TDV | ProShares S&PTech Div Arstcrts ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 5 | 1 | 1 | X | Mid-Cap Value |
EUDV | ProShares MSCI Europe Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
EFAD | ProShares MSCI EAFE Dividend Growers | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
PMDHX | Principal Small-MidCap Dividend Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
PIIMX | Principal Glb Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
TSWMX | TSW Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
PEPSX | Principal Glb Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
PESSX | Principal Glb Emerging Markets R4 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
PEAPX | Principal Glb Emerging Markets R3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
RGOIX | RBC Global Opportunities I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
RGPAX | RBC Global Opportunities A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
RGRLX | RBC Global Equity Leaders R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
RGLIX | RBC Global Equity Leaders I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
RGELX | RBC Global Equity Leaders A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Global Large-Stock Growth |
PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Value |
PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | V | Foreign Large Blend |
PGOYX | Putnam Large Cap Growth Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
PGOEX | Putnam Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
PGODX | Putnam Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
PGORX | Putnam Large Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
POGCX | Putnam Large Cap Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
POGBX | Putnam Large Cap Growth B | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
POGAX | Putnam Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
RMVIX | RBC Microcap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
TVLAX | Touchstone Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
TGRFX | Transamerica International Focus R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
TGRGX | Transamerica International Focus I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
TGRHX | Transamerica International Focus A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
TVLYX | Touchstone Value Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
TVLRX | Touchstone Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
TVLIX | Touchstone Value Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
TVLCX | Touchstone Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
SSRRX | Touchstone Small Company R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
SSCOX | Touchstone Small Company C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
SAGWX | Touchstone Small Company A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
TLGYX | Touchstone Large Company Growth Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
DSMLX | Touchstone Large Company Growth Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| Transamerica International Focus I2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
TINCX | Templeton Global Balanced A1 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
TAGBX | Templeton Global Balanced A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
FCGBX | Templeton Global Balanced C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
RPICX | T. Rowe Price Inst Intl Disciplined Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Financial |
PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Financial |
TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
TZINX | Templeton Global Balanced Adv | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
TCINX | Templeton Global Balanced C1 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
SWFCX | Touchstone International Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
SWRLX | Touchstone International Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
TCFSCV | Thrivent Core Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| Thrivent Core Emerging Markets Equity | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
FGGBX | Templeton Global Balanced R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
SIIEX | Touchstone International Value Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
| Templeton Global Balanced R | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
TOIIX | Touchstone International Value Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
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 |
HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock 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 |
HNICX | Harbor International Compounders Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | 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 |
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 |
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 |
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 |
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 |
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 |
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 |
HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HSICX | Harbor International Compounders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
OSEA | Harbor International Compounders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
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 |
HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
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 |
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 |
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 |
MEDI | Harbor Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
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 |
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 |
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 |
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 |
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 |
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 |
HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
HNMGX | Harbor Disruptive Innovation Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
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 |
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 |
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 |
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 |
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 |
GSC | Goldman Sachs Small Cap Core Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Blend |
GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
GGRAX | Goldman Sachs Strategic Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
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 |
GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
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 |
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 |
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 |
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 |
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 |
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 |
GGRCX | Goldman Sachs Strategic Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
HIMGX | Harbor Disruptive Innovation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
GQERX | GQG Partners US Select Quality Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
HAMGX | Harbor Disruptive Innovation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
INNO | Harbor Disruptive Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
HRMGX | Harbor Disruptive Innovation Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
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 |
GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Moderate Allocation |
GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Moderate Allocation |
GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
GSTIX | Goldman Sachs Strategic Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
GQRRX | GQG Partners Global Quality Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
GQRPX | GQG Partners Global Quality Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
GQRIX | GQG Partners Global Quality Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
GSTSX | Goldman Sachs Strategic Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GGRUX | Goldman Sachs Strategic Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GSTRX | Goldman Sachs Strategic Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GSPPX | Goldman Sachs Strategic Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
GSTTX | Goldman Sachs Strategic Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
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 |
GGHYX | Invesco Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
ODICX | Invesco Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
PEZ | Invesco DW Consumer Cyclicals Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
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 |
PUI | Invesco Dorsey Wright Utilities Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
PTF | Invesco Dorsey Wright Technology MomtETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
ODIYX | Invesco Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
ODIIX | Invesco Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
DIGGX | Invesco Discovery R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
ODINX | Invesco Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
OPOCX | Invesco Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
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 |
OTCYX | Invesco Capital Appreciation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
OPTIX | Invesco Capital Appreciation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CPTUX | Invesco Capital Appreciation R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
OTCNX | Invesco Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
OTFCX | Invesco Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
OPTFX | Invesco Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
PXWGX | Impax US Sustainable Economy Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
PWGIX | Impax US Sustainable Economy Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
PXGAX | Impax US Sustainable Economy A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
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 |
QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Growth |
PXSIX | Impax Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
PIN | Invesco India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
MSIGX | Invesco Main Street A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
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 |
OMSOX | Invesco Main Street All Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
PWB | Invesco Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
KBWR | Invesco KBW Regional Banking ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Financial |
KBWP | Invesco KBW Property & Casualty Ins ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
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 |
PID | Invesco International Div Achiev ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
GGHSX | Invesco Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
PBJ | Invesco Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
GTHIX | Invesco Health Care Invstor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
GTHCX | Invesco Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
GGHCX | Invesco Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
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 |
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 |
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 |
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 |
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 |
PXSCX | Impax Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
PXSAX | Impax Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
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 |
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 |
SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
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 |
IHSAX | Hartford Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
PAXDX | Impax Global Sustainable Infras Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
HSOAX | HSBC Radiant US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Growth |
PXDIX | Impax Global Sustainable Infras Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
IGSLX | Impax Global Social Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Blend |
IGSIX | Impax Global Social Leaders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Blend |
PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
RESCX | HSBC Radiant US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Growth |
BEEZ | Honeytree U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Large Blend |
IHSFX | Hartford Small Company F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
STNC | Hennessy Stance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | V | Large Blend |
HSCYX | Hartford Small Company Y | 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 |
IHSUX | Hartford Small Company R5 | 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 |
IHSRX | Hartford Small Company R3 | 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 |
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 |
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 |
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 |
FOKFX | Fidelity OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
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 |
MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 1 | X | Large Growth |
QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
FTXR | First Trust Nasdaq Transportation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
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 |
FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Japan Stock |
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 |
ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Natural Resources |
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 |
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 |
FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Technology |
FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
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 |
SKYY | First Trust Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
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 |
AGQI | First Trust Active Gbl Qual Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Value |
FEVRX | First Eagle US Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
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 |
FEVCX | First Eagle US Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
FPFRX | FPA Crescent Fund Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
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 |
BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 3 | X | Global Large-Stock Growth |
FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FPAG | FPA Global Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Global Large-Stock Blend |
FPCSX | FPA Crescent Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
FPACX | FPA Crescent | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Consumer Cyclical |
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 |
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 |
QDVSX | Fisher IIG ESG Stck for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Global Large-Stock Growth |
ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
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 |
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 |
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 |
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 |
ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 2 | X | Consumer Cyclical |
FEVIX | First Eagle US Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
FEVAX | First Eagle US Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
FHLC | Fidelity MSCI Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
FUQIX | Fidelity SAI US Quality Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FSJPX | Fidelity SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
FISZX | Fidelity SAI Intl SMA Cmpltn | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
FOCKX | Fidelity OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
FOCPX | Fidelity OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
FNORX | Fidelity Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FMAT | Fidelity MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
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 |
FBMPX | Fidelity Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FCOM | Fidelity MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
FMET | Fidelity Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Communications |
FLCKX | Fidelity Leveraged Company Stock K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
FLVCX | Fidelity Leveraged Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large 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 |
FAPNX | Fidelity Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
FAPLX | Fidelity Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
OMSNX | Invesco Main Street All Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
FAPMX | Fidelity Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
FSAVX | Fidelity Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
FSHOX | Fidelity Select Construction & Housing | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
FEFRX | First Eagle Rising Dividend Fund R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Blend |
FIUIX | Fidelity Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
FEAIX | First Eagle Rising Dividend Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Blend |
FEAMX | First Eagle Rising Dividend Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Blend |
FEFAX | First Eagle Rising Dividend Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Blend |
FERRX | First Eagle Global Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
FEREX | First Eagle Global Real Assets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
FERAX | First Eagle Global Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
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 |
FSLSX | Fidelity Value Strategies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
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 |
FSTCX | Fidelity Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FSCSX | Fidelity Select Software & IT Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Technology |
FSELX | Fidelity Select Semiconductors | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
FSRPX | Fidelity Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Consumer Cyclical |
FSMEX | Fidelity Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
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 |
FSPHX | Fidelity Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FSVLX | Fidelity Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
FBSOX | Fidelity Select Enterprise Tech Svcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
XDAT | Franklin Exponential Data ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Technology |
FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
SNSR | Global X Internet of Things ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
DIV | Global X SuperDividend™ US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
SOCL | Global X Social Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Communications |
BOTZ | Global X Robotics & Artfcl Intllgnc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Miscellaneous Sector |
PTEC | Global X PropTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
QYLD | Global X NASDAQ 100 Covered Call ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Derivative Income |
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 |
MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 2 | X | Large Growth |
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 |
GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
GURU | Global X Guru™ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
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 |
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 |
EBIZ | Global X E-commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Consumer Cyclical |
CLOU | Global X Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Technology |
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 |
DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Miscellaneous Sector |
GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
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 |
GQLOX | GMO Quality VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
GMAHX | GMO-Usonian Japan Value Creation VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GMAKX | GMO-Usonian Japan Value Creation III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GMIIX | GMO-Usonian Japan Value Creation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GMOWX | GMO Resources VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
GAAHX | GMO Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
GOVIX | GMO Resources IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
GOFIX | GMO Resources III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
GEACX | GMO Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
GQESX | GMO Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
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 |
GQEFX | GMO Quality IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
GQETX | GMO Quality III | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
GQLIX | GMO Quality I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
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 |
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 |
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 |
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 |
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 |
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 |
KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
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 |
FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
FMCVX | Franklin Mutual Small-Mid Cap Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | V | Global Large-Stock Growth |
FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | V | Global Large-Stock Growth |
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 |
FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FVRMX | Franklin Mutual Small-Mid Cap Val Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
FRMCX | Franklin Mutual Small-Mid Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MQIFX | Franklin Mutual Quest Z | 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 |
FMQSX | Franklin Mutual Quest R | 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 |
TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 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 |
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 |
GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
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 |
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 |
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 |
PETGX | Gabelli Pet Parents'™ A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
PETZX | Gabelli Pet Parents'™ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
MLGLX | Gabelli Media Mogul A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
MOGLX | Gabelli Media Mogul | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Mid-Cap Blend |
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 |
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 |
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 |
GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
GWSVX | Gabelli Focused Gr and Inc AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GCFSX | Gabelli Global Financial Services C | 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 |
GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GWSIX | Gabelli Focused Gr and Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GWSCX | Gabelli Focused Gr and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
OMSCX | Invesco Main Street All Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
LFFLX | Lord Abbett Focused Large Cap Value F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
MSAZX | Invesco Main Street All Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
| JNL/Mellon Healthcare Sector A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
JOHAX | JOHCM International Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
JOHIX | JOHCM International Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
JOPSX | JOHCM International Opps Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
JOGIX | JOHCM Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
JOGEX | JOHCM Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| JNL/Mellon Nasdaq® 100 Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Nasdaq® 100 Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Healthcare Sector I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| 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 |
BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| 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 Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Harris Oakmark Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Global Large-Stock Value |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
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 |
TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 1 | V | Global Large-Stock Growth |
| JNL/Baillie Gifford US Equity Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
SEEGX | JPMorgan Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
OSGCX | JPMorgan Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
PGSGX | JPMorgan Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JEPQ | JPMorgan Nasdaq Equity Premium Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Derivative Income |
JLGMX | JPMorgan Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
JLGRX | JPMorgan Large Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
JLGQX | JPMorgan Large Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
JLGPX | JPMorgan Large Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
JLGZX | JPMorgan Large Cap Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
OLGCX | JPMorgan Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
JPEF | JPMorgan Equity Focus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Blend |
OLGAX | JPMorgan Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
IUENX | JPMorgan International Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
IUEFX | JPMorgan International Focus R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
IUERX | JPMorgan International Focus R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
IUESX | JPMorgan International Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
IUCEX | JPMorgan International Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
IUAEX | JPMorgan International Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
JDOC | JPMorgan Healthcare Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
| JNL/Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | 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 |
JISGX | JPMorgan Small Cap Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JISOX | JHancock New Opportunities 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
JHASX | JHancock Multi-Asset Absolute Return R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
JHARX | JHancock Multi-Asset Absolute Return R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
JHAIX | JHancock Multi-Asset Absolute Return I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
JHACX | JHancock Multi-Asset Absolute Return C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
JHAAX | JHancock Multi-Asset Absolute Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
JEEDX | JHancock Infrastructure R6 | 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 |
JBSOX | JHancock New Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
JTKRX | JHancock Global Thematic Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Global Large-Stock Blend |
JTKNX | JHancock Global Thematic Opps NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Global Large-Stock Blend |
JTKIX | JHancock Global Thematic Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Global Large-Stock Blend |
JTKCX | JHancock Global Thematic Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Global Large-Stock Blend |
JTKAX | JHancock Global Thematic Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Global Large-Stock Blend |
JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JASOX | JHancock New Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
JHSOX | JHancock New Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| 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 |
UGLSX | JHancock U.S. Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| JHFunds2 Health Sciences NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JSGTX | JHancock U.S. Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JHSGX | JHancock U.S. Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JSGRX | JHancock U.S. Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JSGIX | JHancock U.S. Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JSGCX | JHancock U.S. Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JSGAX | JHancock U.S. Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
USLYX | JHancock U.S. Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
JSSOX | JHancock New Opportunities R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
USLIX | JHancock U.S. Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
USLCX | JHancock U.S. Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
USGLX | JHancock U.S. Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
JORSX | JHancock Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JHancock Small Cap Core NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
JCCIX | JHancock Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
JCCAX | JHancock Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
JWSOX | JHancock New Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
JUSOX | JHancock New Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
OGGFX | JPMorgan Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JSGZX | JPMorgan Small Cap Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
LFGTX | Lord Abbett Focused Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFLTX | Lord Abbett Focused Large Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LSFLX | Lord Abbett Focused Large Cap Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LQFLX | Lord Abbett Focused Large Cap Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LIFLX | Lord Abbett Focused Large Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LOFLX | Lord Abbett Focused Large Cap Value F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LCFLX | Lord Abbett Focused Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LAFLX | Lord Abbett Focused Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LFGVX | Lord Abbett Focused Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGSX | Lord Abbett Focused Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LGCAX | Lord Abbett Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LFGQX | Lord Abbett Focused Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGIX | Lord Abbett Focused Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGOX | Lord Abbett Focused Growth F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGFX | Lord Abbett Focused Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGCX | Lord Abbett Focused Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LFGAX | Lord Abbett Focused Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
LSCRX | Loomis Sayles Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
LSCNX | Loomis Sayles Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
LSSCX | Loomis Sayles Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
LVFLX | Lord Abbett Focused Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
LGCCX | Lord Abbett Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LSWWX | Loomis Sayles Global Allocation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
LHCIX | Lord Abbett Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FFGCX | Fidelity Global Commodity Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
LFMGX | Lord Abbett Micro Cap Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
LCMGX | Lord Abbett Micro Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
LAMGX | Lord Abbett Micro Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
LHCVX | Lord Abbett Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCTX | Lord Abbett Health Care R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCSX | Lord Abbett Health Care R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCQX | Lord Abbett Health Care R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCOX | Lord Abbett Health Care F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LGCFX | Lord Abbett Global Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LHCFX | Lord Abbett Health Care F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCCX | Lord Abbett Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LHCAX | Lord Abbett Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
LGCWX | Lord Abbett Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LGCVX | Lord Abbett Global Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LGCSX | Lord Abbett Global Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LGCRX | Lord Abbett Global Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LGCYX | Lord Abbett Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LGCOX | Lord Abbett Global Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Global Large-Stock Blend |
LSVAX | Loomis Sayles Small Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
LGMNX | Loomis Sayles Global Allocation N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
JGRQX | JPMorgan Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
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 |
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 |
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 |
KARRX | Kayne Anderson Renewable Infras Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
JTEK | JPMorgan U.S. Tech Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Technology |
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 |
WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
ODMCX | JPMorgan SMID Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
PECAX | JPMorgan SMID Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
JGSMX | JPMorgan Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JGSVX | JPMorgan Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
JGLYX | JPMorgan Small Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
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 |
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 |
LGMCX | Loomis Sayles Global Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
RLUEX | Lazard US Equity Concentrated R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
LGMAX | Loomis Sayles Global Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | V | Large Blend |
SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | V | Large 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 |
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 |
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 |
RLUSX | Lazard US Equity Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
LZUOX | Lazard US Equity Focus Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
LZUSX | Lazard US Equity Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
LEVOX | Lazard US Equity Concentrated Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
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 |
LEVIX | Lazard US Equity Concentrated Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
RCMPX | Lazard International Quality Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
OCMPX | Lazard International Quality Gr Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
ICMPX | Lazard International Quality Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
LZESX | Lazard International Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
LZSIX | Lazard International Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
RLIEX | Lazard International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
LZIOX | Lazard International Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
LZIEX | Lazard International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
JLFSX | JHancock Global Climate Action I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Global Large-Stock Blend |
IOAPX | Invesco Main Street All Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
EWK | iShares MSCI Belgium ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Natural Resources |
JPXN | iShares JPX-Nikkei 400 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
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 |
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 |
INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
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 |
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 |
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 |
IVRS | iShares Future Metaverse Tec And Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
FOVL | iShares Focused Value Factor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Mid-Cap Value |
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 |
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 |
EFRA | iShares Environmental Infras & IndstrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
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 |
IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
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 |
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 |
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 |
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 |
HEWJ | iShares Currency Hedged MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Miscellaneous Region |
JCNCX | Janus Henderson Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
JCNAX | Janus Henderson Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
IAK | iShares US Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Health |
IYH | iShares US Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
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 |
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 |
EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
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 |
EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | X | Japan Stock |
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 |
EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
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 |
INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
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 |
ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Technology |
JCONX | Janus Henderson Contrarian I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
OSCYX | Invesco Main Street Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
QQQ | Invesco QQQ Trust | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
PJP | Invesco Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
PNQI | Invesco NASDAQ Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 4 | X | Technology |
QQQS | Invesco NASDAQ Future Gen 200 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Blend |
IVNQX | Invesco Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
QQQM | Invesco NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
MIGYX | Invesco Main Street Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
OSSIX | Invesco Main Street Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
RSPC | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
MNSQX | Invesco Main Street Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
OSCNX | Invesco Main Street Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
OSCCX | Invesco Main Street Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
OSCAX | Invesco Main Street Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
OMSIX | Invesco Main Street R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
MSJFX | Invesco Main Street R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
OMGNX | Invesco Main Street R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
MIGCX | Invesco Main Street C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
OMSYX | Invesco Main Street All Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Blend |
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 |
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 |
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 |
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 |
SMEYX | Invesco Small Cap Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
SMEFX | Invesco Small Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
SMEIX | Invesco Small Cap Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
SMERX | Invesco Small Cap Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
SMECX | Invesco Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
SMEAX | Invesco Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
PSI | Invesco Semiconductors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Technology |
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 |
PSCT | Invesco S&P SmallCap Info Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
RSPD | Invesco S&P 500® Equal Wt Cnsm Disc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
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 |
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 |
RZG | Invesco S&P SmallCap 600® Pure Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small 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 |
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 |
GRPM | Invesco S&P MidCap 400® GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
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 |
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 |
RSPH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
JACNX | Janus Henderson Contrarian D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
JCNNX | Janus Henderson Contrarian N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
JFAIX | JHancock Fundamental All Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JGRW | Jensen Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Growth |
JGQYX | Jensen Global Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Global Large-Stock Growth |
JGQSX | Jensen Global Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Global Large-Stock Growth |
JGQIX | Jensen Global Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Global Large-Stock Growth |
| Janus Henderson VIT Research Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JAGRX | Janus Henderson VIT Research Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JACAX | Janus Henderson VIT Forty Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JENSX | Jensen Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
JENIX | Jensen Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
JENRX | Jensen Quality Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | V | Large Blend |
JFARX | JHancock Fundamental All Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
JFACX | JHancock Fundamental All Cap Core R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
JFCIX | JHancock Fundamental All Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
JHAC | JHancock Fundamental All Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
JFCCX | JHancock Fundamental All Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
JFCAX | JHancock Fundamental All Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | V | Large Blend |
JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | V | Large Blend |
JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | V | Large Blend |
JENYX | Jensen Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | 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 |
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 |
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 |
JCVWX | JHancock Classic Value R6 | 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 |
JCVSX | JHancock Classic Value R2 | 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 |
JCVCX | JHancock Classic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
PZFVX | JHancock Classic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
JCNRX | Janus Henderson Contrarian R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
JFNAX | Janus Henderson Global Life Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
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 |
JAGLX | Janus Henderson Global Life Sciences T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JFNSX | Janus Henderson Global Life Sciences S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JFNNX | Janus Henderson Global Life Sciences N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JFNIX | Janus Henderson Global Life Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JNGLX | Janus Henderson Global Life Sciences D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JFNCX | Janus Henderson Global Life Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
JACTX | Janus Henderson Forty T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
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 |
JARTX | Janus Henderson Forty S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JDCRX | Janus Henderson Forty R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JFRNX | Janus Henderson Forty N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JCAPX | Janus Henderson Forty I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JFRDX | Janus Henderson Forty D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JACCX | Janus Henderson Forty C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JDCAX | Janus Henderson Forty A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
JSVAX | Janus Henderson Contrarian T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
JCNIX | Janus Henderson Contrarian S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
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 |
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 |
HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
JRACX | Janus Henderson Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Value |
JAMRX | Janus Henderson Research T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JRASX | Janus Henderson Research S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JRARX | Janus Henderson Research R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JRANX | Janus Henderson Research N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JRAIX | Janus Henderson Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JNRFX | Janus Henderson Research D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
JRAAX | Janus Henderson Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
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 |
JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
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 |
FAPHX | Fidelity Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
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 |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | V | Large Blend |
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 |
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 |
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 |
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 |
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 |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
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 |
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 |
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 |
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 |
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 |
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 |
ARTMX | Artisan Mid Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
APHMX | Artisan Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
APDMX | Artisan Mid Cap Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
APFDX | Artisan Global Discovery Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
APHDX | Artisan Global Discovery Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
APDDX | Artisan Global Discovery Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
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 |
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 |
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 |
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 |
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 |
BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock 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 |
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 |
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 |
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 |
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 |
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 |
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 |
BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock 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 |
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 |
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 |
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 |
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 |
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 |
BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
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 |
APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
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 |
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 |
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 |
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 |
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 |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
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 |
TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
ESGY | American Century Sustainable Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | V | Large 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 |
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 |
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 |
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 |
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 |
APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Value |
THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
GAMR | Amplify Video Game Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
IPAY | Amplify Mobile Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
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 |
IWIN | Amplify Inflation Fighter ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
ETHO | Amplify Etho Climate Leadership U.S. ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Mid-Cap Blend |
YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
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 |
YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
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 |
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 |
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 |
ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large 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 |
DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | 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 |
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 |
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 |
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 |
BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Growth |
DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
BKGI | BNY Mellon Global Infras Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
BNE | Blue Horizon BNE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 2 | V | Global Small/Mid Stock |
MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
MKEAX | BlackRock Unconstrained Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
BELT | BlackRock Long-Term U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | V | Moderately Aggressive Allocation |
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 |
LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
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 |
WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Large Blend |
BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Blend |
DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
BKWO | BNY Mellon Women's Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
SSYGX | BNY Mellon Small Cap Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
SSETX | BNY Mellon Small Cap Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
BGRO | BlackRock Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
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 |
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 |
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 |
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 |
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 |
BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
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 |
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 |
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 |
BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | 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 |
BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Large Value |
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 |
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 |
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 |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
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 |
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 |
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 |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
LAVLX | Lord Abbett Mid Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
CHUSX | Alger Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
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 |
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 |
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 |
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 |
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 |
ABSZX | AB Discovery Value Z | 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 |
ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CICGX | AB Concentrated International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
CIGYX | AB Concentrated International Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
CIAGX | AB Concentrated International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
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 |
AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
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 |
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 |
QUAZX | AB Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUARX | AB Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAKX | AB Small Cap Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAIX | AB Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUACX | AB Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAYX | AB Small Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUASX | AB Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CHUCX | Alger Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock 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 |
AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
TWGIX | American Century Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ACIHX | American Century Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
TWRCX | American Century Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
TCRAX | American Century Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AGWRX | American Century Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
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 |
TWCGX | American Century Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AGWUX | American Century Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large 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 |
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 |
ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
AGRDX | American Century Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
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 |
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 |
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 |
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 |
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 |
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 |
MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
AGYWX | American Century Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
AFGIX | Alger Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
ALCZX | Alger International Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AIGIX | Alger International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
ALGCX | Alger International Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AFGPX | Alger International Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
ALGAX | Alger International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AHSZX | Alger Health Sciences Z | 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 |
AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
AFGZX | Alger Global Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
AMIGX | Amana Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
WEMCX | Allspring Emerging Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
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 |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
EVUYX | Allspring Util and Telecomms Inst | 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 |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
WEGRX | Allspring Emerging Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
WEMIX | Allspring Emerging Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
WFGDX | Allspring Emerging Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
WEMAX | Allspring Emerging Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
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 |
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 |
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 |
ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
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 |
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 |
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 |
ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ELCIX | Eaton Vance Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Large Growth |
ECLCX | Eaton Vance Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Large Growth |
EALCX | Eaton Vance Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Large Growth |
EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
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 |
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 |
ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
EACPX | Eaton Vance Tax-Managed Multi-Cap Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Growth |
ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
SSDSX | DWS Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Growth |
SSDZX | DWS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Growth |
SSDIX | DWS Small Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Growth |
ELCRX | Eaton Vance Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Large Growth |
ECCPX | Eaton Vance Tax-Managed Multi-Cap Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Growth |
SSDAX | DWS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Growth |
ETCMX | Eventide Balanced Fund Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | V | Moderate Allocation |
ETCEX | Eventide Exponential Technologies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
ETAEX | Eventide Exponential Technologies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
ETNDX | Eventide Dividend Opportunities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | V | Mid-Cap Blend |
ETIDX | Eventide Dividend Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | V | Mid-Cap Blend |
ETCDX | Eventide Dividend Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | V | Mid-Cap Blend |
ETADX | Eventide Dividend Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | V | Mid-Cap Blend |
ETNMX | Eventide Balanced Fund Class N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | V | Moderate Allocation |
ETIMX | Eventide Balanced Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | V | Moderate Allocation |
ETAMX | Eventide Balanced Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | V | Moderate Allocation |
ETHSX | Eaton Vance Worldwide Health Sci A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
MXLSX | Empower Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Small Value |
MXTFX | Empower Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Small Value |
ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Growth |
EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
EGFFX | Edgewood Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
EGFIX | Edgewood Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
ERHSX | Eaton Vance Worldwide Health Sci R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
EIHSX | Eaton Vance Worldwide Health Sci I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
ECHSX | Eaton Vance Worldwide Health Sci C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
SSDCX | DWS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Growth |
SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
ETNEX | Eventide Exponential Technologies N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
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 |
WFH | Direxion Work From Home ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
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 |
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 |
DHMYX | Diamond Hill Small-Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Mid-Cap Value |
DHMAX | Diamond Hill Small-Mid Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Mid-Cap Value |
DHMIX | Diamond Hill Small-Mid Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Mid-Cap 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 |
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 |
DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Value |
DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
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 |
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 |
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 |
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 |
DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large 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 |
DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Value |
LEADX | Domini International Opportunities Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 1 | V | Foreign Large Growth |
SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SGSCX | DWS Global Small Cap S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Global Small/Mid Stock |
KGDZX | DWS Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Global Small/Mid Stock |
KGDIX | DWS Global Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Global Small/Mid Stock |
KGDCX | DWS Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Global Small/Mid Stock |
KGDAX | DWS Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Global Small/Mid Stock |
COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
RISEX | Domini International Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 1 | V | Foreign Large Growth |
SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 9 | X | Large Growth |
SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 9 | X | Large Growth |
SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 9 | X | Large Growth |
SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 9 | X | Large Growth |
SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 9 | X | Large Growth |
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 |
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 |
CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ETIEX | Eventide Exponential Technologies I | 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 |
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 |
FZAKX | Fidelity Advisor Leveraged Co Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
FSYCX | Fidelity Advisor Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FSQAX | Fidelity Advisor Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FIKGX | Fidelity Advisor Semiconductors Z | 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 |
FELIX | Fidelity Advisor Semiconductors I | 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 |
FELAX | Fidelity Advisor Semiconductors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
FLVIX | Fidelity Advisor Leveraged Co StkI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
FLSTX | Fidelity Advisor Leveraged Co Stk M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
FSYMX | Fidelity Advisor Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FLSCX | Fidelity Advisor Leveraged Co Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
FLSAX | Fidelity Advisor Leveraged Co Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
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 |
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 |
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 |
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 |
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 |
FAPKX | Fidelity Advisor Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
FAPJX | Fidelity Advisor Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Large Growth |
FSQIX | Fidelity Advisor Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FSQZX | Fidelity Advisor Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
FACTX | Fidelity Advisor Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
FDTX | Fidelity Disruptive Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
FMED | Fidelity Disruptive Medicine ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FDFF | Fidelity Disruptive Finance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FDCF | Fidelity Disruptive Communications ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
FRNW | Fidelity Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
FBCVX | Fidelity Blue Chip Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
FARMX | Fidelity Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Natural Resources |
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 |
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 |
FTUAX | Fidelity Advisor Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
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 |
FVLTX | Fidelity Advisor Value Leaders M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
FVLIX | Fidelity Advisor Value Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
FVLCX | Fidelity Advisor Value Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
FVLAX | Fidelity Advisor Value Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
FIJGX | Fidelity Advisor Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUTX | Fidelity Advisor Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUIX | Fidelity Advisor Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUCX | Fidelity Advisor Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FIKCX | Fidelity Advisor Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FHCIX | Fidelity Advisor Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
ETCGX | Eventide Gilead C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
FSCC | Federated Hermes MDT Small Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
FGDMX | Fidelity Advisor Communication ServicesA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
QLSGX | Federated Hermes MDT Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
QISGX | Federated Hermes MDT Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
QCSGX | Federated Hermes MDT Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
QASGX | Federated Hermes MDT Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
FLCG | Federated Hermes MDT Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 3 | X | Large Growth |
FGJMX | Fidelity Advisor Communication ServicesI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGERX | Federated Hermes Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Global Large-Stock Blend |
FHGIX | Federated Hermes Global Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Global Large-Stock Blend |
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 |
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 |
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 |
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 |
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 |
ETGLX | Eventide Gilead N | 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 |
FGHMX | Fidelity Advisor Communication ServicesC | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGEMX | Fidelity Advisor Communication ServicesM | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FHCCX | Fidelity Advisor Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
FGEAX | Fidelity Advisor Glbl Capital Apprec A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Global Large-Stock Growth |
FACDX | Fidelity Advisor Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
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 |
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 |
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 |
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 |
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 |
FGETX | Fidelity Advisor Glbl Capital Apprec M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Global Large-Stock Growth |
FEUIX | Fidelity Advisor Glbl Capital Apprec I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Global Large-Stock Growth |
FEUCX | Fidelity Advisor Glbl Capital Apprec C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Global Large-Stock Growth |
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 |
FGKMX | Fidelity Advisor Communication ServicesZ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
LCBIX | ClearBridge Small Cap Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large 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 |
LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
RAPAX | Cohen & Steers Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
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 |
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 |
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 |
CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
RAPCX | Cohen & Steers Real Assets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
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 |
CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Large Value |
RAPZX | Cohen & Steers Real Assets Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
RAPRX | Cohen & Steers Real Assets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
RAPIX | Cohen & Steers Real Assets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Growth |
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 |
SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Blend |
CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
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 |
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 |
SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Blend |
SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Blend |
SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Blend |
SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Global Large-Stock Blend |
CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
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 |
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 |
BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Large Blend |
CWSAX | Carillon Chartwell Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
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 |
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 |
HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
CWSRX | Carillon Chartwell Small Cap Growth R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
CWSGX | Carillon Chartwell Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Growth |
CWSBX | Carillon Chartwell Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small 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 |
CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
CFWIX | Calvert Global Water I | 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 |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CGLIX | Calvert Global Equity Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
CGLAX | Calvert Global Equity Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
CAEIX | Calvert Global Energy Solutions I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CGACX | Calvert Global Energy Solutions C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CGAEX | Calvert Global Energy Solutions A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | 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 |
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 |
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 |
NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Blend |
DUSA | Davis Select US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Blend |
DFNL | Davis Select Financial ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Blend |
NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Blend |
NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Blend |
NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Blend |
DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Blend |
DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Blend |
DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Blend |
DVFYX | Davis Financial Y | 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 |
RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
DCSYX | Davis Balanced Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderately Aggressive Allocation |
DCSCX | Davis Balanced Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderately Aggressive Allocation |
RPFCX | Davis Balanced Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderately Aggressive Allocation |
DWLD | Davis Select Worldwide ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Large Growth |
WSGRX | Delaware Ivy Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
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 |
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 |
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 |
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 |
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 |
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 |
WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
IRGFX | Delaware Ivy Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
IYSIX | Delaware Ivy Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
WRGCX | Delaware Ivy Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
WSGAX | Delaware Ivy Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Growth |
WSTYX | Delaware Ivy Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
ISTNX | Delaware Ivy Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
WSTRX | Delaware Ivy Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
ISTIX | Delaware Ivy Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
WSTCX | Delaware Ivy Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
WSTAX | Delaware Ivy Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Large Growth |
CSBIX | Cromwell Sustainable Balanced Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Moderate Allocation |
IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CSPRX | Columbia Select Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
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 |
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 |
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 |
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 |
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 |
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 |
CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
CVVRX | Columbia Small Cap Value I Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
SEMI | Columbia Semiconductor and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Technology |
SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SCIOX | Columbia Seligman Tech & Info Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
CCHRX | Columbia Seligman Global Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
LMIYX | Lord Abbett Micro Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
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 |
LMCCX | Lord Abbett Mid Cap Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
OAZWX | Oakmark Global Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Value |
OAZGX | Oakmark Global R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Value |
OAYWX | Oakmark Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Value |
BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
PORTX | Trillium ESG Global Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Global Large-Stock Blend |
PORIX | Trillium ESG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Global Large-Stock Blend |
TWMTX | Transamerica US Growth T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
OANWX | Oakmark Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Value |
TAGHX | Transamerica US Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
OAKWX | Oakmark Global Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Value |
| Transamerica US Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TDEIX | Transamerica US Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TADCX | Transamerica US Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TADAX | Transamerica US Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
OANMX | Oakmark Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
OANGX | Oakmark Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Value |
OAKMX | Oakmark Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
OAZMX | Oakmark R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
OAYLX | Oakmark Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Value |
OANLX | Oakmark Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Value |
OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Value |
MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
MVTIX | Transamerica Mid Cap Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
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 |
TAGDX | Transamerica Large Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
OAKGX | Oakmark Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Value |
OAYGX | Oakmark Global Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Value |
TGWRX | Transamerica Large Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
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 |
FCUIX | NYLI PineStone U.S. Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
FCUPX | NYLI PineStone U.S. Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
FCUDX | NYLI PineStone U.S. Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
IWFG | NYLI Winslow Focused Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
MSOAX | NYLI WMC Enduring Capital Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
MOPBX | NYLI WMC Enduring Capital Class B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
MGOCX | NYLI WMC Enduring Capital Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
MSOIX | NYLI WMC Enduring Capital Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
MCSDX | NYLI WMC Enduring Capital Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
MCSSX | NYLI WMC Enduring Capital Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
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 |
MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Natural Resources |
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 |
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 |
OAZBX | Oakmark Equity and Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Moderate Allocation |
OAYMX | Oakmark Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
OAYBX | Oakmark Equity and Income Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Moderate Allocation |
OANBX | Oakmark Equity and Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Moderate Allocation |
VVSGX | VALIC Company I Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 7 | X | Large Growth |
VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | V | Large Value |
BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
BNSCX | UBS US Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
OAKBX | Oakmark Equity And Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Moderate Allocation |
TGWFX | Transamerica Large Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Value |
FCUEX | NYLI PineStone U.S. Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
PRJAX | PGIM Jennison Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
TVOAX | Touchstone Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
TSFIX | Touchstone Small Cap Institutional | 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 |
PFSAX | PGIM Jennison Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
PUFCX | PGIM Jennison Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
PSSRX | PGIM Jennison Financial Services R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
PFSQX | PGIM Jennison Financial Services R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
PFSZX | PGIM Jennison Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
SPFAX | PGIM Jennison Focused Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
SPFCX | PGIM Jennison Focused Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
PJFG | PGIM Jennison Focused Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
PSGQX | PGIM Jennison Focused Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
SPFZX | PGIM Jennison Focused Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
PRJCX | PGIM Jennison Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
TVOIX | Touchstone Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
PRJBX | PGIM Jennison Global Opportunities R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
PRJDX | PGIM Jennison Global Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
PRJQX | PGIM Jennison Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
PRJZX | PGIM Jennison Global Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
PHLAX | PGIM Jennison Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHLCX | PGIM Jennison Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PJHRX | PGIM Jennison Health Sciences R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHLQX | PGIM Jennison Health Sciences R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSZX | PGIM Jennison Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
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 |
TVOCX | Touchstone Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
PJBF | PGIM Jennison Better Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Global Large-Stock Growth |
TGWTX | Transamerica Large Growth I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
SZNE | Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 0 | 1 | X | Large Blend |
SHPP | Pacer Industrials and Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
QQQG | Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Large Growth |
PTNQ | Pacer Trendpilot™ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
BUL | Pacer US Cash Cows Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Mid-Cap Blend |
CALF | Pacer US Small Cap Cash Cows 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | V | Large Blend |
PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | V | Large Blend |
PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 7 | V | Large Growth |
PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 7 | V | Large Growth |
PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
TVOYX | Touchstone Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| Transamerica Energy Infrastructure I2 | 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 |
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 |
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 |
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 |
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 |
TCPWX | Transamerica Capital Growth R6 | 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 |
| Transamerica Capital Growth I2 | 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 |
ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FCUCX | NYLI PineStone U.S. Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
FCGMX | NYLI PineStone Global Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
NGDAX | Neuberger Berman Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
NBGUX | Neuberger Berman Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
NGDCX | Neuberger Berman Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
UIEMX | Victory Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
USEMX | Victory Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
NGDLX | Neuberger Berman Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
NGUAX | Neuberger Berman Large Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
NGDRX | Neuberger Berman Large Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
NGRDX | Neuberger Berman Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
NBGTX | Neuberger Berman Large Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Growth |
VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Small Blend |
VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
NSNAX | Neuberger Berman Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NSNCX | Neuberger Berman Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Growth |
VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Growth |
VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Small/Mid Growth |
NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
NRAAX | Neuberger Berman Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
NRACX | Neuberger Berman Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
NRAEX | Neuberger Berman Sustainable Equity E | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
VSCVX | Victory Integrity Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
NRARX | Neuberger Berman Sustainable Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
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 |
NBSM | Nbg Bm Small-Mid Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large 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 |
NBDS | Neuberger Berman Disrupters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
NDGAX | Neuberger Berman Dividend Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
NDGCX | Neuberger Berman Dividend Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
NDGIX | Neuberger Berman Dividend Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
NRDGX | Neuberger Berman Dividend Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
NBGAX | Neuberger Berman Genesis Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MCVSX | Victory Integrity Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
NRGEX | Neuberger Berman Genesis E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGIX | Neuberger Berman Genesis Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGNX | Neuberger Berman Genesis Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NRGSX | Neuberger Berman Genesis R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
NBGEX | Neuberger Berman Genesis Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
USNQX | Victory NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
URNQX | Victory Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UINQX | Victory Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UANQX | Victory Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UCNQX | Victory Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
VSVIX | Victory Integrity Small-Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
MRVSX | Victory Integrity Small-Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
NRSRX | Neuberger Berman Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
FCGPX | NYLI PineStone Global Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
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 |
VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Consumer Cyclical |
PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
FRMPX | Nuveen Small Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
FIMPX | Nuveen Small Cap Growth Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
FMPFX | Nuveen Small Cap Growth Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
NGRRX | Nuveen International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
OCEN | NYLI Clean Oceans ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Miscellaneous Sector |
EQUL | NYLI Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | V | Large Value |
MECDX | NYLI Epoch Capital Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
MECEX | NYLI Epoch Capital Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
MECFX | NYLI Epoch Capital Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
MECVX | NYLI Epoch Capital Growth Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
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 |
HART | NYLI Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Health |
FCGEX | NYLI PineStone Global Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
FCGYX | NYLI PineStone Global Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
FCGIX | NYLI PineStone Global Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
NCIGX | Nuveen International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
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 |
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 |
NIAGX | Nia Impact Solutions | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Blend |
NICSX | Nicholas | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Growth |
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 |
VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
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 |
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 |
NAIGX | Nuveen International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
NTZG | Nuveen Global Net Zero Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | V | Global Large-Stock Blend |
VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
TIOSX | Nuveen International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TIOHX | Nuveen International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TIOPX | Nuveen International Opps Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TIOIX | Nuveen International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TIOTX | Nuveen International Opps Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TIOVX | Nuveen International Opps W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
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 |
CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
VNSNX | Natixis Vaughan Nelson Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
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 |
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 |
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 |
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 |
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 |
PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVBX | Putnam Sustainable Future B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
POVEX | Putnam International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
TGRT | T. Rowe Price Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | V | Large Growth |
POVYX | Putnam International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
POVDX | Putnam International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
PGTDX | Putnam Global Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Technology |
TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSBX | Putnam Global Health Care B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
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 |
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 |
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 |
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 |
PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
PGTAX | Putnam Global Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Technology |
PGTRX | Putnam Global Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Technology |
PIERX | Putnam International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PTTEX | Putnam Global Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Technology |
PGTYX | Putnam Global Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Technology |
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 |
TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
PRVIX | T. Rowe Price Small-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
PRSVX | T. Rowe Price Small-Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
POVSX | Putnam International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
POVBX | Putnam International Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PIGCX | Putnam International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Consumer Defensive |
FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | 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 |
RVPHX | Royce Smaller-Companies Growth Invmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
RYVPX | Royce Smaller-Companies Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
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 |
XNTK | SPDR® NYSE Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 5 | 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 |
XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
SVFYX | Smead Value Y | 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 |
SVFDX | Smead Value R1 | 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 |
SVFFX | Smead Value I1 | 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
MOTO | SmartETFs Smart Trans & Tch ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Global Large-Stock Blend |
NDXKX | Shelton Nasdaq-100 Index K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
NASDX | Shelton Nasdaq-100 Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
NQQQX | Shelton Nasdaq-100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
LGILX | Schwab Select Large Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
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 |
SEIQ | SEI Enhanced US Large Cap Qual Fac ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Blend |
RVPIX | Royce Smaller-Companies Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
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 |
PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Technology |
TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
RIOAX | RBC International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
RIOIX | RBC International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
RIORX | RBC International Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
TEEAX | RBC Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
RCSIX | RBC Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
RBRCX | RBC Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
RBVAX | RBC Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
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 |
RSVIX | RBC Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
RRSVX | RBC Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
ROFCX | Royce Small-Cap Opportunity Consult | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
ROFIX | Royce Small-Cap Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
RYPNX | Royce Small-Cap Opportunity Invmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
ROFRX | Royce Small-Cap Opportunity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
RYOFX | Royce Small-Cap Opportunity Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
KIE | SPDR® S&P Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
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 |
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 |
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 |
TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
TSNCX | Touchstone Sands Capital Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
PVFYX | Pioneer Core Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
CVFCX | Pioneer Disciplined Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
CVCFX | Pioneer Disciplined Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
CVKFX | Pioneer Disciplined Value K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
CVRFX | Pioneer Disciplined Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
CVFYX | Pioneer Disciplined Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
SUGAX | Pioneer Global Sustainable Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
SUGCX | Pioneer Global Sustainable Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
SUGYX | Pioneer Global Sustainable Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 7 | V | Global Large-Stock Growth |
PIIFX | Pioneer International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PCITX | Pioneer International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PIEKX | Pioneer International Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
INVYX | Pioneer International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
PCEKX | Pioneer Core Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
PCIG | Polen Capital International Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PGIIX | Polen Global Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
PGIRX | Polen Global Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
THIGX | Thornburg Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
POIIX | Polen International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
POIRX | Polen International Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
THCGX | Thornburg Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
CERPX | Pioneer Core Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
PCOTX | Pioneer Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
PGKRX | PGIM Jennison Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
TSNAX | Touchstone Sands Capital Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | 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 |
TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | 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 |
CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large 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 |
PQJCX | PGIM Jennison Small-Cap Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
PGKAX | PGIM Jennison Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
PGKCX | PGIM Jennison Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
PGKZX | PGIM Jennison Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
PIOTX | Pioneer Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large 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 |
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 |
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 |
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 |
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 |
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 |
TGVYX | Touchstone Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
TGVVX | Touchstone Growth Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
TGVCX | Touchstone Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
TGVFX | Touchstone Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | V | Global Large-Stock Blend |
TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Mid-Cap Blend |
TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
PEQYX | Putnam Focused International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large 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 |
LMCFX | Lord Abbett Mid Cap Stock F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
ONLN | ProShares Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
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 |
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 |
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 |
REGL | ProShares S&P MidCap 400 Dividend Arst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Natural Resources |
SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
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 |
XLV | The Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
XLY | The Consumer Discret Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
TINY | ProShares Nanotechnology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
XLC | The Comm Svcs Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
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 |
PGIAX | Putnam Focused Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PGIVX | Putnam Focused Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PGIEX | Putnam Focused Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PGIOX | Putnam Focused Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PGWTX | Putnam Focused Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PGILX | Putnam Focused Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
PEQUX | Putnam Focused International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PEQBX | Putnam Focused International Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PUGCX | Putnam Focused International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PGLRX | Putnam Focused International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
PGLEX | Putnam Focused International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
QQQA | ProShares Nasdaq-100 Drsy Wght Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
ANEW | ProShares MSCI Trnsfmtnl Chngs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 5 | X | Large Growth |
TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap 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 |
PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBFX | Principal Blue Chip R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
PGBHX | Principal Blue Chip R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
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 |
BCHP | Principal Focused Blue Chip ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
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 |
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 |
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 |
VERS | ProShares Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
PSBJX | Principal SmallCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
USMC | Principal US Mega-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Large Blend |
PSMLX | Principal SmallCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSBPX | Principal SmallCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSBSX | Principal SmallCap R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSBMX | Principal SmallCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSABX | Principal SmallCap R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSLIX | Principal SmallCap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small 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 |
PLLAX | Principal SmallCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
PSET | Principal Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 8 | X | Large Blend |
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 |
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 |
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 |
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 |
VNSYX | Natixis Vaughan Nelson Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
VNSE | Natixis Vaughan Nelson Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
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 |
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 |
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 |
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 |
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 |
VQSRX | Virtus KAR Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
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 |
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 |
BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
MGQAX | Morgan Stanley Inst Global Stars A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
MSGQX | Morgan Stanley Inst Global Stars C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
MGQIX | Morgan Stanley Inst Global Stars I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
MGQLX | Morgan Stanley Inst Global Stars L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
MGQSX | Morgan Stanley Inst Global Stars R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
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 |
BRSJX | MFS Blended Research Small Cap Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
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 |
VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
BRSBX | MFS Blended Research Small Cap Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
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 |
PSVIX | Virtus NFJ Small-Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
PCVCX | Virtus NFJ Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
PCVAX | Virtus NFJ Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
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 |
MSFBX | Morgan Stanley Inst Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
MSGFX | Morgan Stanley Inst Global Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
MSFAX | Morgan Stanley Inst Global Franchise I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
MSFLX | Morgan Stanley Inst Global Franchise L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
MGISX | Morgan Stanley Inst Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
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 |
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 |
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 |
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 |
MGGPX | Morgan Stanley Inst Global Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
MSOPX | Morgan Stanley Inst Global Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
MGGIX | Morgan Stanley Inst Global Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
MGORX | Morgan Stanley Inst Global Opp IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
MGGLX | Morgan Stanley Inst Global Opp L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
MGTSX | Morgan Stanley Inst Global Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
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 |
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 |
BRSHX | MFS Blended Research Small Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
BRSDX | MFS Blended Research Small Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
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 |
MSIQX | Morgan Stanley Inst International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Blend |
WGICX | Wasatch Micro Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
WIAEX | Wasatch Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
VSCRX | Virtus KAR Small-Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
PKSFX | Virtus KAR Small-Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
MSECX | Morgan Stanley Inst International Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Blend |
PKSCX | Virtus KAR Small-Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
PKSAX | Virtus KAR Small-Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PICMX | Virtus KAR Mid-Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PSKCX | Virtus KAR Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
WAAEX | Wasatch Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
WMICX | Wasatch Micro Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
WCMDX | WCM Developing World Equity Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | 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 |
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 |
WCMUX | WCM Developing World Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
PHSKX | Virtus KAR Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
MSQLX | Morgan Stanley Inst International Eq L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Blend |
MIQPX | Morgan Stanley Inst International Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Blend |
MJFOX | Matthews Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
MIJFX | Matthews Japan Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
MIQBX | Morgan Stanley Inst International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Blend |
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 |
BRWVX | MFS Blended Research Growth Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
PQSAX | Virtus KAR Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
BRWUX | MFS Blended Research Growth Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | 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 |
BRWTX | MFS Blended Research Growth Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | 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 |
PXQSX | Virtus KAR Small-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
BRWSX | MFS Blended Research Growth Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | 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 |
PQSCX | Virtus KAR Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small 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 |
BRWRX | MFS Blended Research Growth Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
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 |
BRWJX | MFS Blended Research Growth Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
BRWCX | MFS Blended Research Growth Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
BRWBX | MFS Blended Research Growth Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
ANFVX | Virtus NFJ Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
WXCIX | William Blair Emerg Mkts ex China Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MTCHX | MFS Technology R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MRSHX | MFS Research International R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MRSJX | MFS Research International R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MRSKX | MFS Research International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MTCAX | MFS Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
UIVNX | MFS Intrinsic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
MTCBX | MFS Technology B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MTCCX | MFS Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MTCIX | MFS Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MTCKX | MFS Technology R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MTERX | MFS Technology R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MTCJX | MFS Technology R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
MRSGX | MFS Research International R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MTCLX | MFS Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Technology |
UIVMX | MFS Intrinsic Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
IVPOX | Voya SmallCap Opportunities Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
IVSOX | Voya SmallCap Opportunities Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
ISOPX | Voya SmallCap Opportunities Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
FNGS | MicroSectors™ FANG+™ ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
MRSRX | MFS Research International R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MRSIX | MFS Research International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
MITCX | MFS Massachusetts Investors Tr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MIGBX | MFS Massachusetts Inv Gr Stk B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIGDX | MFS Massachusetts Inv Gr Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MGTIX | MFS Massachusetts Inv Gr Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIGMX | MFS Massachusetts Inv Gr Stk R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIRGX | MFS Massachusetts Inv Gr Stk R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIGHX | MFS Massachusetts Inv Gr Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIGKX | MFS Massachusetts Inv Gr Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MIGNX | MFS Massachusetts Inv Gr Stk R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MITTX | MFS Massachusetts Investors Tr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MITBX | MFS Massachusetts Investors Tr B | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MITIX | MFS Massachusetts Investors Tr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MRICX | MFS Research International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MITGX | MFS Massachusetts Investors Tr R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MIRTX | MFS Massachusetts Investors Tr R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MITHX | MFS Massachusetts Investors Tr R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MITDX | MFS Massachusetts Investors Tr R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MITJX | MFS Massachusetts Investors Tr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
MRSAX | MFS Research International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
MRIBX | MFS Research International B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
UIVRX | MFS Intrinsic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
UIVQX | MFS Intrinsic Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
UIVPX | MFS Intrinsic Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
MRVAX | Mirova International Sustainable Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
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 |
MPAIX | Morgan Stanley Inst Advantage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
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 |
MAPPX | Morgan Stanley Inst Advantage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
MSPRX | Morgan Stanley Inst Advantage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
MAPLX | Morgan Stanley Inst Advantage L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
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 |
IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MADSX | Morgan Stanley Inst Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
SGAPX | Virtus SGA Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
SGACX | Virtus SGA Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
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 |
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 |
IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
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 |
MRVNX | Mirova International Sustainable Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
UIVCX | MFS Intrinsic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
MRVYX | Mirova International Sustainable Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
VWYKX | Voya Small Cap Growth W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
MAVKX | MoA Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MSCUX | Morgan Stanley American Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Large Blend |
MSBWX | Morgan Stanley American Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Large Blend |
MSBVX | Morgan Stanley American Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Large Blend |
MSBQX | Morgan Stanley American Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Large Blend |
VLNPX | Voya Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VWYIX | Voya Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
UIVIX | MFS Intrinsic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
TCMSX | Voya Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
VWYGX | Voya Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VWYFX | Voya Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
ENVRX | Vontobel Global Environmental Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
UIVVX | MFS Intrinsic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
VNSCX | Natixis Vaughan Nelson Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
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 |
MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
BRWAX | MFS Blended Research Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
AEMOX | Virtus EM Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AOTIX | Virtus EM Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
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 |
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 |
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 |
MSCFX | Mairs & Power Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
AOTCX | Virtus Emerging Markets Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MSVEX | Morgan Stanley Vitality Portfolio A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
MSVMX | Morgan Stanley Vitality Portfolio C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
MFSYX | Madison Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
MFSIX | Madison Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
MSVDX | Morgan Stanley Vitality Portfolio I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
MSVOX | Morgan Stanley Vitality Portfolio R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
AOTAX | Virtus Emerging Markets Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MLNCX | Morgan Stanley Instl Glbl Concntr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
MSERX | MassMutual Small Cap Growth Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MMNJX | MassMutual Small Cap Gr Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MSCYX | MassMutual Small Cap Gr Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MSGSX | MassMutual Small Cap Gr Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MSGNX | MassMutual Small Cap Gr Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MSGZX | MassMutual Small Cap Gr Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
MLNAX | Morgan Stanley Instl Glbl Concntr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
MSGLX | MassMutual Small Cap Gr Eq Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
MLNIX | Morgan Stanley Instl Glbl Concntr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
MLNSX | Morgan Stanley Instl Glbl Concntr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
MSDFX | Morgan Stanley Intl Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Blend |
MSDEX | Morgan Stanley Intl Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Blend |
MMGEX | MassMutual Small Cap Gr Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
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 |
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 |
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 |
MSDKX | Morgan Stanley Intl Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Blend |
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 |
MSCZX | Morgan Stanley Intl Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Blend |
CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 1 | X | Small Value |
WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
MSCLX | MassMutual Small Cap Opps Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
RSCCX | Victory RS Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
GBEMX | Victory Sophus Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
RSCYX | Victory RS Small Cap Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
RSMMX | Victory RS Small Cap Equity Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
LMCQX | Lord Abbett Mid Cap Stock R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
LMCPX | Lord Abbett Mid Cap Stock P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
GPSCX | Victory RS Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
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 |
LMCYX | Lord Abbett Mid Cap Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
LOVLX | Lord Abbett Mid Cap Stock F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
NEFOX | Natixis Oakmark A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
NECOX | Natixis Oakmark C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
NOANX | Natixis Oakmark N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
NEOYX | Natixis Oakmark Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Value |
RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
VNSAX | Natixis Vaughan Nelson Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
LMCTX | Lord Abbett Mid Cap Stock R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
EPI | WisdomTree India Earnings ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Global Large-Stock Blend |
GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Global Large-Stock Blend |
GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Global Large-Stock Blend |
NWXSX | Nationwide International Sm Cp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Small/Mid Blend |
NWXVX | Nationwide International Sm Cp Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Small/Mid Blend |
LMCHX | Lord Abbett Mid Cap Stock R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
NWXUX | Nationwide International Sm Cp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Small/Mid Blend |
ASHR | Xtrackers Harvest CSI 300 China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
LMCSX | Lord Abbett Mid Cap Stock R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
LMCRX | Lord Abbett Mid Cap Stock R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
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 |
WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
RSERX | Victory Sophus Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
REMKX | Victory Sophus Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
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 |
PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
DLBMX | MassMutual Small Cap Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
MIGFX | MFS Massachusetts Inv Gr Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
MSOOX | MassMutual Small Cap Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
BIEMX | William Blair Emerging Mkts Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
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 |
RCGHX | Virtus KAR Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
MMOGX | MassMutual Small Cap Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
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 |
HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
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 |
WBEIX | William Blair Emerging Mkts Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
WBENX | William Blair Emerging Mkts Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
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 |
MSVYX | MassMutual Small Cap Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
MSCDX | MassMutual Small Cap Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
MOORX | MassMutual Small Cap Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
MCCRX | MassMutual Small Cap Opps R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
CSFCX | Cohen & Steers Global 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 |
RWO | SPDR® Dow Jones® 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 |
CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CSSPX | Cohen & Steers Global Realty I | 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 |
GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSZIX | Cohen & Steers Real Estate Securities Z | 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 |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
TIRRX | T. Rowe Price Real Estate I | 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 |
PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
WAISX | Wasatch International Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RWX | SPDR® Dow Jones® International RelEstETF | 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 |
IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DINT | Davis Select International ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DFREX | DFA Real Estate Securities I | 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 |
XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SOXL | Direxion Daily Semicondct Bull 3X ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WCMOX | WCM Focused International Opps Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
WCFOX | WCM Focused International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
WCMSX | WCM International Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
WHGSX | Westwood Quality SmallCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
WWSYX | Westwood Quality SmallCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WCMWX | WCM Focused Emerging Mkts Ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
CSUZX | Cohen & Steers Global Infrastructure Z | 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 |
CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
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 |
PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | 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 |
TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
IYMIX | Delaware Ivy Mid Cap Growth I | 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 |
WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WISIX | William Blair International Sm Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 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 |
PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
XLB | The Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap 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 |
WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WAGCX | Wasatch Greater China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
WGGCX | Wasatch Greater China Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
WGISX | Wasatch International Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TESGX | Templeton Global Smaller Comp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
SETM | Sprott Energy Transition Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
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 |
CRED | Columbia Research Enhanced Rl Estt ETF | 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 |
CRRVX | Columbia Real Estate Equity Inst2 | 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 |
WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
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 |
GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
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 |
FTEQX | Templeton Emerging Markets Small Cap R6 | 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 |
TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCEMX | Templeton Emerging Markets Small Cap C | 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 |
TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CCYIX | Columbia Acorn International Inst3 | 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 |
AEEIX | AB Global Real Estate Investment I | 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 |
WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | 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 |
HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
THMGX | Thornburg Emerging Markets Mgd Acct I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CSJZX | Cohen & Steers Realty Shares Z | 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 |
WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WISNX | William Blair International Sm Cap Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | 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 |
CEKYX | Columbia Emerging Markets Inst3 | 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 |
UMEMX | Columbia Emerging Markets Inst | 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 |
CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WIISX | William Blair International Sm Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VSGEX | Virtus SGA International Growth C | 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 |
INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
ARYGX | American Century Global Real Estate R5 | 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 |
BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
RGSCX | Virtus KAR Global Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
DGSCX | Virtus KAR Global Small-Cap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
NLR | VanEck Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
REMX | VanEck Rare Earth & Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
DESK | VanEck Office and Commercial REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
BPTUX | Baron Partners R6 | 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 |
BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRCX | VanEck Emerging Markets C | 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 |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
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 |
ACGGX | American Century Global Gold A | 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 |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global 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 |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
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 |
EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BICKX | Baillie Gifford Intl Smlr Coms K | 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 |
GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MECZX | AMG GW&K International Small Cap Z | 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 |
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 |
MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
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 |
THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
MGOAX | Victory Munder Mid-Cap Core Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
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 |
RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
MGOTX | Victory Munder Mid-Cap Core Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | 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 |
TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
MJ | Amplify Alternative Harvest ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
EMFQ | Amplify Emerging Markets FinTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GERM | Amplify Treatments, Testing and Adv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
MGOSX | Victory Munder Mid-Cap Core Growth R6 | 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 |
BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ARYEX | American Century Real Estate Y | 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 |
ARREX | American Century Real Estate R5 | 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 |
REACX | American Century Real Estate Inv | 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 |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
PHRIX | Virtus Duff & Phelps Real Estate Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
VGPMX | Vanguard Global Capital Cycles Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Value |
VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AIORX | American Century International Opps R | 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 |
VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VGSIX | Vanguard Real Estate Index Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VGSNX | Vanguard Real Estate Index Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VGSLX | Vanguard Real Estate Index Admiral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VRTPX | Vanguard Real Estate II Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGIUX | Virtus Duff & Phelps Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CISOX | Calamos International Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | 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 |
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 |
TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | 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 |
TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ASIRX | Alger Small Cap Growth Institutional R | 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 |
BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PICEX | Virtus SGA Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HIEMX | Virtus SGA Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | 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 |
BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
VREMX | Virtus SGA Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AISZX | Alger SmallCap Growth Institutional Z-2 | 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 |
ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSSX | Brown Capital Mgmt Small Co Instl | 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 |
ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
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 |
ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AGOZX | Alger Small Cap Focus Z | 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 |
AOFIX | Alger Small Cap Focus I | 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 |
AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CMERX | Calvert Emerging Markets Fcs Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | 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 |
TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
INDAX | ALPS/Kotak India ESG Inv | 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 |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
INDIX | ALPS/Kotak India ESG I | 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 |
BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AECVX | American Century Emerg Mkts Sm Cp Inv | 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 |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SHDYX | American Beacon Shapiro SMID Cap Eq Y | 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 |
SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
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 |
SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DRLAX | BNY Mellon Developed Markets RE Scs - A | 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 |
EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EKWCX | Allspring Precious Metals C | 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 |
EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
EQIRX | Allspring Emerging Markets Eq Inc R6 | 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 |
EQICX | Allspring Emerging Markets Eq Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
TSLSX | Transamerica International Sm Cp Val R6 | 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 |
WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
EGWRX | Allspring Discovery Small Cap Gr R6 | 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 |
EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
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 |
INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RTSGX | Transamerica Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
SEKAX | DWS Emerging Markets Equity A | 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 |
SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NWSAX | Nationwide Small Company Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
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 |
NWSIX | Nationwide Small Company Growth InSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
NRFAX | Natixis AEW Global Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
NWKCX | Nationwide Geneva Small Cap Gr R6 | 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 |
NWHZX | Nationwide Geneva Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
MABCX | Morgan Stanley US Focus Real Estate R6 | 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 |
MABBX | Morgan Stanley US Focus Real Estate C | 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 |
IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NRCFX | Natixis AEW Global Focused Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
SOXQ | Invesco PHLX Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
NREMX | Neuberger Berman Emerg Mkts Eq R6 | 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 |
KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NEMIX | Neuberger Berman Emerg Mkts Eq I | 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 |
NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
NRFYX | Natixis AEW Global Focused Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PXJ | Invesco Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
NRFNX | Natixis AEW Global Focused Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MLPAX | Invesco SteelPath MLP Alpha A | 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 |
ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MSURX | Morgan Stanley Inst US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
MUSDX | Morgan Stanley Inst US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | 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 |
MFMIX | Morgan Stanley Inst Next Gen Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
MSUSX | Morgan Stanley Inst US Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
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 |
MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
IDAT | iShares Future Cloud 5G and Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
MRETX | Morgan Stanley Inst US Real Estate IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MLPMX | Invesco SteelPath MLP Alpha Plus C | 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 |
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 |
OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MSULX | Morgan Stanley Inst US Real Estate L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
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 |
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 |
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 |
MURSX | Morgan Stanley Inst US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NURE | Nuveen Short-Term REIT ETF | 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 |
FARCX | Nuveen Real Estate Securities I | 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 |
FREAX | Nuveen Real Estate Securities A | 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 |
TIREX | Nuveen Real Estate Sec Sel R6 | 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 |
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 |
HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TCREX | Nuveen Real Estate Sec Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
NRIFX | Nuveen Real Asset Income R6 | 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 |
NRICX | Nuveen Real Asset Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
NRIAX | Nuveen Real Asset Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
NWIFX | Nuveen International Sm Cp R6 | 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 |
NWSCX | Nuveen International Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
NWAIX | Nuveen International Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
VCRAX | NYLI CBRE Global Infrastructure Class A | 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 |
NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSHZX | NYLI Cushing® MLP Premier Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
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 |
CSHNX | NYLI Cushing® MLP Premier Investor Class | 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 |
VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
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 |
CSHAX | NYLI Cushing® MLP Premier Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
CRVRX | NYLI CBRE Real Estate Fund Investor Cl | 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 |
CRARX | NYLI CBRE Real Estate Class I | 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 |
CLARX | NYLI CBRE Real Estate Class A | 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 |
ROOF | NYLI CBRE NextGen Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
NGJFX | Nuveen Global Real Estate Securities R6 | 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 |
IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GIZYX | Invesco Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
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 |
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 |
NIORX | Neuberger Berman Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
NIOIX | Neuberger Berman Intl Small Cap I | 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 |
NIOAX | Neuberger Berman Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
NBGR | Neuberger Berman Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FGIWX | Nuveen Global Infrastructure R6 | 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 |
FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
ZGEIX | Ninety One Global Environment I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
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 |
ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PIE | Invesco DW Emerging Markets Momt ETF | 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 |
NBRFX | Neuberger Berman Real Estate Tr | 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 |
NRERX | Neuberger Berman Real Estate R3 | 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 |
NREEX | Neuberger Berman Real Estate E | 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 |
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 |
NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
JEMWX | JPMorgan Emerging Markets Equity R6 | 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 |
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 |
JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
BLLD | JPMorgan Sustainable Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
MSGGX | Meridian Small Cap Growth Legacy | 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 |
MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
JOMMX | JOHCM Emerging Mkts Discovery Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MGLMX | MFS Global Real Estate R4 | 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 |
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/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 |
MGLRX | MFS Global Real Estate R6 | 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 |
JOMEX | JOHCM Emerging Mkts Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MGLKX | MFS Global Real Estate R2 | 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 |
| 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 |
MGLIX | MFS Global Real Estate I | 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 |
| 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 |
RLEOX | Lazard Emerging Markets Core Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MAPTX | Matthews Pacific Tiger Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
LRSFX | Lord Abbett Small Cap Value F | 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 |
BILD | Macquarie Global Listed Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
LRSVX | Lord Abbett Small Cap Value R6 | 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 |
LRSSX | Lord Abbett Small Cap Value R4 | 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 |
LRSQX | Lord Abbett Small Cap Value R2 | 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 |
LRSYX | Lord Abbett Small Cap Value I | 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 |
LSRCX | Lord Abbett Small Cap Value C | 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 |
LRSCX | Lord Abbett Small Cap Value A | 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 |
LMVYX | Lord Abbett Focused Small Cap Value I | 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 |
MIPTX | Matthews Pacific Tiger Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
MASGX | Matthews Emerging Markets Sust Fut Inv | 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 |
EMSF | Matthews Emerging Markets Sus Fut ActETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
MCHFX | Matthews China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
LFVCX | Lord Abbett Focused Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
MICFX | Matthews China Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MICSX | Matthews Asian Growth & Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MACSX | Matthews Asian Growth & Inc Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
EV | Mast Global Battery Rcyclng & Prdctn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
MPEYX | MassMutual Strat Emerg Mkts Svc | 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 |
MPRSX | MassMutual Strat Emerg Mkts R4 | 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 |
MPZSX | MassMutual Strat Emerg Mkts I | 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 |
MPASX | MassMutual Strat Emerg Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
LFVAX | Lord Abbett Focused Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
MMUBX | MFS Utilities B | 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 |
MIOIX | Morgan Stanley Inst International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
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 |
MGREX | Morgan Stanley Inst Global Real Est R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MGRLX | Morgan Stanley Inst Global Real Est L | 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 |
MRLAX | Morgan Stanley Inst Global Real Est I | 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 |
MRLBX | Morgan Stanley Inst Global Real Est A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MSGPX | Morgan Stanley Inst Glbl Infras R6 | 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 |
MRGOX | Morgan Stanley Inst Glbl Infras IR | 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 |
MSGTX | Morgan Stanley Inst Glbl Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
MELSX | Morgan Stanley Inst EMkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 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 |
QAT | iShares MSCI Qatar 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 |
SOXX | iShares Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
MFLLX | Morgan Stanley Inst Inception R6 | 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 |
MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
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 |
MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MTIPX | Morgan Stanley Inst Glbl Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
MSIWX | Morgan Stanley Inst EMkts Ldrs IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MSBEX | Morgan Stanley Global Focus Rl Est A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MSJSX | Morgan Stanley Global Endurance R6 | 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 |
MSJCX | Morgan Stanley Global Endurance C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
MSJAX | Morgan Stanley Global Endurance A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
MSDMX | Morgan Stanley Emerging Mkt ex China R6 | 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 |
MSDOX | Morgan Stanley Emerging Mkt ex China C | 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 |
MDODX | Morgan Stanley Developing Opportunity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JEMQX | JHancock Emerging Markets Equity A | 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 |
MSBDX | Morgan Stanley Global Focus Rl Est I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| 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 |
MDOEX | Morgan Stanley Developing Opportunity I | 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 |
MDOAX | Morgan Stanley Developing Opportunity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MMUKX | MFS Utilities R6 | 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 |
MMUHX | MFS Utilities R3 | 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 |
MSBKX | Morgan Stanley Global Focus Rl Est C | 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 |
MELIX | Morgan Stanley Inst EMkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MPEGX | Morgan Stanley Inst Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
SXUS | Janus Henderson International Sus Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Large Growth |
MEMLX | Morgan Stanley Inst EMkts Ldrs C | 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 |
MMMPX | Morgan Stanley Inst Emerging Mkts R6 | 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 |
MRGEX | Morgan Stanley Inst Emerging Mkts IR | 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 |
MSEPX | Morgan Stanley Inst Emerging Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MMCGX | Morgan Stanley Inst Discovery R6 | 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 |
MSMFX | Morgan Stanley Inst Discovery C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
MSAUX | Morgan Stanley Inst Asia Opp A | 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 |
MSAYX | Morgan Stanley Inst Asia Opp R6 | 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 |
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 |
HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FMFEX | Fidelity Advisor Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
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 |
FMFTX | Fidelity Advisor Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
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 |
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 |
FIASX | Fidelity Advisor Intl Small Cap 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 |
FUGCX | Fidelity Advisor Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
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 |
PNSAX | Putnam Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FWRAX | Fidelity Advisor Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
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 |
PIVYX | Putnam International Capital Opp Y | 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 |
PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FUGAX | Fidelity Advisor Utilities A | 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 |
PNSCX | Putnam Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FSPCX | Fidelity Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
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 |
PREJX | Principal Real Estate Securities J | 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 |
PFRSX | Principal Real Estate Securities Fd R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
PRCEX | Principal Real Estate Securities C | 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 |
BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FSAGX | Fidelity Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FSDPX | Fidelity Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PMAQX | Principal MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
FPHAX | Fidelity Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
PMBPX | Principal MidCap R5 | 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 |
PMBMX | Principal MidCap R3 | 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 |
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 |
PMBJX | Principal MidCap J | 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 |
PMBCX | Principal MidCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
PRAEX | Principal Real Estate Securities R1 | 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 |
FAUFX | Fidelity Advisor Utilities M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FEDDX | Fidelity Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FIKIX | Fidelity Advisor Utilities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
SUPL | ProShares Supply Chain Logistics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
FHKCX | Fidelity China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FDHT | Fidelity Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
SMDV | ProShares Russell 2000 Dividend Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
PAWZ | ProShares Pet Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
FDRV | Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
OND | ProShares On-Demand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FRESX | Fidelity Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EMDV | ProShares MSCI Emerg Mkts Div Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEX | ProShares Global Listed Private Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
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 |
TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
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 |
FREL | Fidelity MSCI Real Estate ETF | 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 |
PRETX | Principal Real Estate Securities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
PNSBX | Putnam Small Cap Growth B | 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 |
PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
RSQCX | Royce Small-Cap Special Equity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
RETTX | Russell Inv Global Real Estate Secs M | 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 |
RREAX | Russell Inv Global Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RGIYX | Russell Inv Global Infrastructure Y | 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 |
RGFTX | Russell Inv Global Infrastructure M | 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 |
RGIAX | Russell Inv Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RSEFX | Royce Small-Cap Special Equity Svc | 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 |
RSEIX | Royce Small-Cap Special Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
RPFFX | Royce Premier Service | 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 |
RPFIX | Royce Premier Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
RPRCX | Royce Premier Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
RRSRX | Russell Inv Global Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SCHY | Schwab International Dividend Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
SWASX | Schwab Global Real Estate | 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 |
RRESX | Russell Inv Global Real Estate Secs S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | 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 |
ECOAX | Ecofin Global Renewables Infras A | 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 |
PLKGX | Putnam Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FBTIX | Fidelity Advisor Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
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 |
REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
RBCRX | RBC China Equity R6 | 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 |
RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
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 |
FBTTX | Fidelity Advisor Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
REIGX | Federated Hermes International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
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 |
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 |
PSYGX | Putnam Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
PIGDX | Federated Hermes International Growth IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
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 |
RISRX | RBC International Small Cap Equity R6 | 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 |
RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
REMVX | RBC Emerging Markets Value Equity I | 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 |
RECRX | RBC Emerging Markets Ex-China Equity R6 | 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 |
RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PEMGX | Principal MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
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 |
GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
GCEBX | Goldman Sachs Clean Energy Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PUREX | PGIM Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
PURRX | PGIM Global Real Estate R | 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 |
PURAX | PGIM Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
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 |
WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GEORX | Pear Tree Essex Environmental Opps R6 | 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 |
GEOSX | Pear Tree Essex Environmental Opps Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
CAFG | Pacer US Small Cap Cash Cows Gr Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AFTY | Pacer CSOP FTSE China A50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ODDS | Pacer BlueStar Digital Entertainment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SRVR | Pacer Benchmark Data&Infras RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
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 |
GEBRX | Goldman Sachs ESG Em Mkts Eq R | 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 |
GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FCIKX | NYLI PineStone International Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large 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 |
FCIHX | NYLI PineStone International Equity Cl P | 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 |
FCICX | NYLI PineStone International Equity Cl C | 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 |
GLEAX | GS Energy Infrastructure Fd A Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
FCIWX | NYLI PineStone International Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
SMLL | Harbor Active Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
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 |
GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
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 |
GREK | Global X MSCI Greece 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 |
PGRUX | Principal Global Real Estate Sec R5 | 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 |
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 |
FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MSAWX | Morgan Stanley Inst Asia Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
PJEZX | PGIM US Real Estate Z | 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 |
PJECX | PGIM US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SREZX | PGIM Select Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
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 |
SREQX | PGIM Select Real Estate R6 | 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 |
SREAX | PGIM Select Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PRKZX | PGIM Real Estate Income Z | 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 |
FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
PRKCX | PGIM Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
PGEIX | Polen Emerging Markets Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FRGOX | Franklin Gold and Precious Metals C | 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 |
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 |
PGRVX | Principal Global Real Estate Sec R4 | 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 |
POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PEDMX | Principal Edge MidCap R6 | 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 |
PEMCX | Principal Edge MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FCA | First Trust China AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
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 |
FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PBMIX | Polen US SMID Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
PBSYX | Polen US Small Company Growth Y | 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 |
PBSIX | Polen US Small Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FGADX | Franklin Gold and Precious Metals Adv | 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 |
ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PGJZX | PGIM Jennison Global Infrastructure Z | 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 |
PGJCX | PGIM Jennison Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGJAX | PGIM Jennison Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
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 |
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 |
PDEQX | PGIM Jennison Emerging Markets Eq OppsR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
PDEZX | PGIM Jennison Emerging Markets Eq Opps Z | 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 |
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 |
PDEAX | PGIM Jennison Emerging Markets Eq Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PURZX | PGIM Global Real Estate Z | 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 |
LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
PURGX | PGIM Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
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 |
GLOIX | Gabelli International Small Cap I | 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 |
PRKAX | PGIM Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRUAX | Franklin Utilities Adv | 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 |
PRUQX | PGIM Jennison Utility R6 | 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 |
PCUFX | PGIM Jennison Utility C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
PRUAX | PGIM Jennison Utility A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
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 |
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 |
FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
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 |
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 |
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 |
RWR | SPDR® Dow Jones® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |