| FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 6 | 6 | 11 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Value |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Blend |
| EPLPX | MainStay Epoch US Equity Yield A | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| EPLBX | MainStay Epoch US Equity Yield B | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| EPLKX | MainStay Epoch US Equity Yield C | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| EPLCX | MainStay Epoch US Equity Yield I | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| EPLIX | MainStay Epoch US Equity Yield Investor | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| EPLSX | MainStay Epoch US Equity Yield R2 | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Global Large-Stock Value |
| FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 4 | 11 | 0 | 11 | X | Financial |
| FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 4 | 11 | 0 | 11 | X | Financial |
| JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 4 | 11 | 0 | 11 | X | Financial |
| JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 4 | 11 | 0 | 11 | X | Financial |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 4 | 5 | 5 | 9 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 4 | 5 | 5 | 9 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 6 | 8 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 6 | 6 | 8 | X | Large Value |
| EPLRX | MainStay Epoch US Equity Yield R1 | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| EPLTX | MainStay Epoch US Equity Yield R3 | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Blend |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 4 | 6 | 7 | 7 | X | Small Blend |
| NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 4 | 6 | 7 | 7 | X | Small Blend |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | V | Small Blend |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 8 | 6 | 11 | X | Large Growth |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Europe Stock |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Mid-Cap Value |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Mid-Cap Value |
| PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Blend |
| PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Blend |
| PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Blend |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| EPLDX | MainStay Epoch US Equity Yield R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| MAAOX | Morgan Stanley Inst Dynamic Value C | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| EPLMX | MainStay Epoch US Equity Yield Simple | Owns companies we recommend for divestment | 4 | 8 | 6 | 12 | X | Large Value |
| MMQAX | MassMutual Small Cap Val Eq A | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQLX | MassMutual Small Cap Val Eq Adm | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQIX | MassMutual Small Cap Val Eq I | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQTX | MassMutual Small Cap Val Eq R3 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQFX | MassMutual Small Cap Val Eq R4 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQSX | MassMutual Small Cap Val Eq R5 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMQYX | MassMutual Small Cap Val Eq Svc | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MMNKX | MassMutual Small Cap Val Eq Y | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| MAAUX | Morgan Stanley Inst Dynamic Value A | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| MAAQX | Morgan Stanley Inst Dynamic Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| MAADX | Morgan Stanley Inst Dynamic Value R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| MASOX | Mutual of America Small Cap Equity Index | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Foreign Large Blend |
| NWHKX | Nationwide Bailard Intl Eqs C | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Foreign Large Blend |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Foreign Large Blend |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Foreign Large Blend |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Value |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 4 | 6 | 6 | 12 | X | Large Blend |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 4 | 5 | 8 | 9 | X | Large Blend |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | 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 |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HDVSX | Hartford International Equity R4 | 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 |
| 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 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| 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 |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Blend |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 7 | X | Mid-Cap Value |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
| SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 4 | 3 | 12 | 10 | X | Large Growth |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Europe Stock |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 0 | X | Foreign Small/Mid Value |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Europe Stock |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | V | Large Blend |
| MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Growth |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Large Value |
| IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Financial |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 10 | X | Technology |
| 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 |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Value |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 4 | 10 | 7 | 10 | X | Large Value |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | V | Large Blend |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 7 | X | Mid-Cap Value |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | V | Mid-Cap Blend |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 5 | 5 | 17 | 7 | X | Global Large-Stock Blend |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Mid-Cap Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 4 | 5 | 14 | 4 | X | Mid-Cap Blend |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 6 | X | Mid-Cap Blend |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
| VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
| VHDIX | Voya US High Dividend Low Volatility I | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
| VHDRX | Voya US High Dividend Low Volatility R6 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 12 | 14 | X | Large Blend |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 5 | X | Small Value |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Value |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Value |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 5 | 13 | 11 | 16 | X | Mid-Cap Blend |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 9 | 12 | 14 | X | Large Blend |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 9 | 12 | 14 | X | Large Blend |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 9 | 12 | 14 | X | Large Blend |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 12 | 14 | X | Large Blend |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Moderate Allocation |
| AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 10 | 11 | X | Large Blend |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Value |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Moderate Allocation |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Moderate Allocation |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Moderate Allocation |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 5 | 11 | 11 | 11 | X | Large Value |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Moderate Allocation |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 5 | 10 | 15 | 15 | X | Large Blend |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Large Value |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 5 | 11 | 11 | X | Large Growth |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| REMAX | Russell Inv Emerging Markets A | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMCX | Russell Inv Emerging Markets C | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| RMMTX | Russell Inv Emerging Markets M | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REGRX | Russell Inv Emerging Markets R6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMSX | Russell Inv Emerging Markets S | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMYX | Russell Inv Emerging Markets Y | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Value |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 8 | 6 | 6 | X | Large Value |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 6 | 6 | X | Small Blend |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 6 | 6 | X | Small Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 6 | 0 | 6 | X | Financial |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Value |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| PRFBX | Putnam Research B | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Value |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Large Value |
| PDIFX | Principal Diversified International R-6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PHASX | Principal MidCap Growth III R1 | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Large Blend |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PPQSX | Principal MidCap Growth III R4 | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 4 | 4 | 5 | 8 | X | Mid-Cap Growth |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| PLTL | Principal US Small-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Blend |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Value |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Value |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
| TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 4 | 2 | 1 | 2 | X | Foreign Large Value |
| TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 6 | 7 | 12 | X | Global Allocation |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 6 | 7 | 12 | X | Global Allocation |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
| TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 4 | 9 | 8 | 11 | X | Large Value |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 12 | 8 | 11 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 8 | 7 | 9 | X | Global Large-Stock Value |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 4 | 8 | 7 | 9 | X | Global Large-Stock Value |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Foreign Large Blend |
| TAISX | TIAA-CREF Quant Intl Sm-Cp Eq Advisor | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
| TIISX | TIAA-CREF Quant Intl Sm-Cp Eq Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TPISX | TIAA-CREF Quant Intl Sm-Cp Eq Premier | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TLISX | TIAA-CREF Quant Intl Sm-Cp Eq Retail | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TTISX | TIAA-CREF Quant Intl Sm-Cp Eq Retirement | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TAIWX | TIAA-CREF Quant Intl Sm-Cp Eq W | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
| TSMNX | TIAA-CREF Quant Sm/Md-Cp Eq Advisor | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| TSMWX | TIAA-CREF Quant Sm/Md-Cp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| TSMMX | TIAA-CREF Quant Sm/Md-Cp Eq Premier | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| TSMEX | TIAA-CREF Quant Sm/Md-Cp Eq Retail | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| TSMOX | TIAA-CREF Quant Sm/Md-Cp Eq Retirement | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| TSMUX | TIAA-CREF Quant Sm/Md-Cp Eq W | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Growth |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Small Blend |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Small Blend |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 14 | X | Large Blend |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| PRAAX | Virtus NFJ Mid-Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| ANRPX | Virtus NFJ Mid-Cap Value P | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| 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 | 11 | 11 | 14 | X | Large Value |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 11 | 11 | 14 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 11 | 11 | 14 | X | Large Value |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 11 | 11 | 14 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 11 | 11 | 14 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 11 | 11 | 14 | X | Large Value |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Value |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 4 | 5 | 15 | 8 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 4 | 5 | 15 | 8 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 4 | 5 | 15 | 8 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 4 | 5 | 15 | 8 | X | Foreign Large Blend |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 4 | 5 | 15 | 8 | X | Foreign Large Blend |
| BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 2 | X | Foreign Large Blend |
| BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 4 | 0 | 7 | 2 | X | Foreign Large Blend |
| SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | V | Foreign Large Blend |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 3 | 3 | 1 | 1 | X | Small Blend |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 1 | X | Small Blend |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Technology |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Europe Stock |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Europe Stock |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
| SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Small Value |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 0 | X | Global Real Estate |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | V | Large Growth |
| SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 3 | 12 | 8 | 12 | V | Large Value |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 5 | 5 | 11 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 5 | 5 | 11 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 5 | 5 | 11 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 5 | 5 | 11 | X | Moderately Aggressive Allocation |
| SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
| VSVYX | Victory Special Value Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 4 | 7 | 12 | 11 | X | Large Blend |
| TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
| TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
| TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
| TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
| TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 9 | X | Large Value |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Growth |
| PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| QTSSX | Quantified Tactical Sectors Investor | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Large Blend |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Growth |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Blend |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 4 | 4 | 8 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 8 | X | Large Growth |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 4 | 4 | 8 | X | Large Growth |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 7 | 5 | 12 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 3 | 7 | 5 | 12 | X | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 7 | 5 | 12 | X | Global Large-Stock Growth |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
| TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 1 | X | Natural Resources |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
| Transamerica Mid Cap Value I2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
| TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
| TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 13 | V | Global Large-Stock Blend |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Small Value |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 8 | 10 | 11 | V | Large Blend |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 8 | X | Large Growth |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Consumer Cyclical |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Consumer Cyclical |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Blend |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Technology |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Technology |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 4 | 0 | 7 | 2 | X | Foreign Large Blend |
| BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 4 | 7 | 12 | 11 | X | Large Blend |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Large Value |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Value |
| FVDFX | Fidelity® Value Discovery | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FVDKX | Fidelity® Value Discovery K | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FDVKX | Fidelity® Value Discovery K6 | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FVAL | Fidelity® Value Factor ETF | Owns companies we recommend for divestment | 4 | 10 | 16 | 14 | X | Large Value |
| FVLKX | Fidelity® Value K | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Large Blend |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 13 | 0 | 13 | X | Financial |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 4 | 12 | 5 | 13 | X | Large Blend |
| FDL | First Trust Morningstar Div Leaders ETF | Owns companies we recommend for divestment | 4 | 11 | 3 | 10 | X | Large Value |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 8 | X | Technology |
| FTIEX | Fidelity® Total International Equity | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 4 | 16 | 25 | 18 | V | Global Large-Stock Blend |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 4 | 4 | 9 | 10 | X | Large Blend |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Europe Stock |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 13 | 12 | 14 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 13 | 12 | 14 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 13 | 12 | 14 | X | Large Blend |
| FLLV | Franklin U.S. Low Volatility ETF | Owns companies we recommend for divestment | 4 | 4 | 9 | 10 | X | Large Blend |
| LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 4 | 5 | 2 | 5 | X | Small Blend |
| LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 4 | 5 | 2 | 5 | X | Small Blend |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 4 | 5 | 2 | 5 | X | Small Blend |
| FDVLX | Fidelity® Value | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| FSMO | Fidelity® Small-Mid Cap Opps ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 4 | 5 | 2 | 5 | X | Small Blend |
| FDVV | Fidelity® High Dividend ETF | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 4 | 12 | 10 | 16 | V | Large Blend |
| FDCAX | Fidelity® Capital Appreciation | Owns companies we recommend for divestment | 4 | 4 | 7 | 10 | X | Large Growth |
| FCAKX | Fidelity® Capital Appreciation K | Owns companies we recommend for divestment | 4 | 4 | 7 | 10 | X | Large Growth |
| FDIVX | Fidelity® Diversified International | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FDIKX | Fidelity® Diversified International K | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FKIDX | Fidelity® Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FEOPX | Fidelity® Enduring Opportunities | Owns companies we recommend for divestment | 4 | 7 | 8 | 13 | X | Global Large-Stock Growth |
| FEQIX | Fidelity® Equity-Income | Owns companies we recommend for divestment | 4 | 7 | 9 | 10 | X | Large Value |
| FEIKX | Fidelity® Equity-Income K | Owns companies we recommend for divestment | 4 | 7 | 9 | 10 | X | Large Value |
| FEKFX | Fidelity® Equity-Income K6 | Owns companies we recommend for divestment | 4 | 7 | 9 | 10 | X | Large Value |
| FMDGX | Fidelity® Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
| FCPVX | Fidelity® Small Cap Value | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FNCL | Fidelity® MSCI Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 1 | 13 | X | Financial |
| FPKFX | Fidelity® Puritan K6 | Owns companies we recommend for divestment | 4 | 7 | 11 | 11 | X | Moderate Allocation |
| FPURX | Fidelity® Puritan® | Owns companies we recommend for divestment | 4 | 7 | 11 | 11 | X | Moderate Allocation |
| FPUKX | Fidelity® Puritan® K | Owns companies we recommend for divestment | 4 | 7 | 11 | 11 | X | Moderate Allocation |
| FITMX | Fidelity® SAI International Mtm Idx | Owns companies we recommend for divestment | 4 | 2 | 6 | 2 | X | Foreign Large Growth |
| FIWCX | Fidelity® SAI International Value Index | Owns companies we recommend for divestment | 4 | 3 | 13 | 6 | X | Foreign Large Value |
| FSWCX | Fidelity® SAI US Value Index | Owns companies we recommend for divestment | 4 | 17 | 9 | 18 | X | Large Value |
| FCYIX | Fidelity® Select Industrials | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FDMLX | Fidelity® Series Intrinsic Opps | Owns companies we recommend for divestment | 4 | 4 | 1 | 6 | X | Mid-Cap Value |
| FNKLX | Fidelity® Series Value Discovery | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 4 | 5 | 2 | 5 | X | Small Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 3 | X | Small Blend |
| FTVFX | Fidelity Advisor® Value M | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 4 | 9 | 12 | 13 | X | Large Blend |
| HAPI | Harbor Corporate Culture ETF | Owns companies we recommend for divestment | 4 | 4 | 13 | 12 | X | Large Blend |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Foreign Large Blend |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Foreign Large Blend |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Foreign Large Blend |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Foreign Large Blend |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Foreign Large Blend |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Foreign Large Blend |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Foreign Large Blend |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Blend |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| TDVI | FT Cboe Vest Tech Div Trgt Inc ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Blend |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Blend |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Blend |
| GCCEX | Gabelli Equity Income C1 | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Blend |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Blend |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| PGEBX | George Putnam Balanced B | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 8 | 9 | 11 | X | Moderate Allocation |
| ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 4 | 44 | 8 | 48 | X | Aggressive Allocation |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 9 | 13 | V | Large Blend |
| XYLE | Global X S&P 500 ESG Covered Call ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
| GPAL | Goldman Sachs ActBt® P-A US Lg Cp Eq ETF | Owns companies we recommend for divestment | 4 | 15 | 11 | 20 | V | Large Blend |
| GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| FVLZX | Fidelity Advisor® Value Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| FVIFX | Fidelity Advisor® Value I | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 4 | 7 | 12 | 11 | X | Large Blend |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| GEQAX | Columbia Dividend Income V | Owns companies we recommend for divestment | 4 | 7 | 7 | 10 | X | Large Value |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Value |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Global Large-Stock Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Global Large-Stock Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 4 | 10 | 9 | 15 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 4 | 10 | 9 | 15 | X | Global Large-Stock Blend |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Value |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Value |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Value |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Value |
| DISIX | BNY Mellon Small Cap Stock Index I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| DISSX | BNY Mellon Small Cap Stock Index Inv | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 4 | 5 | 13 | 8 | X | Foreign Large Blend |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 4 | 11 | 9 | 12 | V | Large Blend |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Large Value |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IVTAX | Delaware Ivy Managed Intl Opps A | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| FCVFX | Fidelity Advisor® Value C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| FIKEX | Fidelity Advisor® Industrials Z | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FZACX | Fidelity Advisor® Diversified Stock Z | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| FAVAX | Fidelity Advisor® Equity Value A | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FAVCX | Fidelity Advisor® Equity Value C | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FAIVX | Fidelity Advisor® Equity Value I | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FAVTX | Fidelity Advisor® Equity Value M | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FAEVX | Fidelity Advisor® Equity Value Z | Owns companies we recommend for divestment | 4 | 8 | 7 | 11 | X | Large Value |
| FCLAX | Fidelity Advisor® Industrials A | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FCLCX | Fidelity Advisor® Industrials C | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FCLIX | Fidelity Advisor® Industrials I | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FCLTX | Fidelity Advisor® Industrials M | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| FCVAX | Fidelity Advisor® Small Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FDTEX | Fidelity Advisor® Diversified Stock M | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| FCVCX | Fidelity Advisor® Small Cap Value C | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FCVIX | Fidelity Advisor® Small Cap Value I | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FCVTX | Fidelity Advisor® Small Cap Value M | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FIKNX | Fidelity Advisor® Small Cap Value Z | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| FTAEX | Fidelity Advisor® Total Intl Equity A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| FTCEX | Fidelity Advisor® Total Intl Equity C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor® Total Intl Equity I | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor® Total Intl Equity M | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| FIEZX | Fidelity Advisor® Total Intl Equity Z | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Blend |
| FAVFX | Fidelity Advisor® Value A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| FDESX | Fidelity Advisor® Diversified Stock O | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| FDTIX | Fidelity Advisor® Diversified Stock I | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| IVTCX | Delaware Ivy Managed Intl Opps C | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| SUWIX | DWS Core Equity Inst | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| IVTIX | Delaware Ivy Managed Intl Opps I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| IYMGX | Delaware Ivy Managed Intl Opps R | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| IVTNX | Delaware Ivy Managed Intl Opps R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| IVTYX | Delaware Ivy Managed Intl Opps Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Foreign Large Blend |
| DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Foreign Large Growth |
| DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Foreign Large Growth |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Blend |
| DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Small Value |
| SUWAX | DWS Core Equity A | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| SUWCX | DWS Core Equity C | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| SUWTX | DWS Core Equity R | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| FDTCX | Fidelity Advisor® Diversified Stock C | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| SUWZX | DWS Core Equity R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| SCDGX | DWS Core Equity S | Owns companies we recommend for divestment | 4 | 7 | 10 | 12 | X | Large Blend |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| FDVAX | Fidelity Advisor® Diversified Intl A | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FADCX | Fidelity Advisor® Diversified Intl C | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor® Diversified Intl I | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FADIX | Fidelity Advisor® Diversified Intl M | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FZABX | Fidelity Advisor® Diversified Intl Z | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Foreign Large Growth |
| FDTOX | Fidelity Advisor® Diversified Stock A | Owns companies we recommend for divestment | 4 | 6 | 10 | 10 | X | Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 5 | 5 | 16 | 8 | V | Foreign Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PMSSX | Principal MidCap S&P 400 Index R1 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| PMFSX | Principal MidCap S&P 400 Index R4 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 6 | 5 | 6 | 6 | X | Small Growth |
| REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 12 | 21 | 18 | V | Large Blend |
| RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 6 | 16 | 21 | 24 | X | Large Blend |
| RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 6 | 16 | 21 | 24 | X | Large Blend |
| RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 6 | 16 | 21 | 24 | X | Large Blend |
| RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 6 | 16 | 21 | 24 | X | Large Blend |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 6 | 15 | 19 | 22 | X | Large Blend |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 6 | 15 | 19 | 22 | X | Large Blend |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Mid-Cap Blend |
| PMAPX | Principal MidCap S&P 400 Index R-6 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Mid-Cap Blend |
| PTMC | Pacer Trendpilot™ US Mid Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 6 | 7 | 13 | 10 | X | Large Value |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 6 | 9 | 11 | 16 | X | Large Value |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 6 | 9 | 11 | 16 | X | Large Value |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 6 | 9 | 11 | 16 | X | Large Value |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 6 | 13 | 10 | 16 | X | Large Growth |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 6 | 0 | 15 | 0 | X | Foreign Large Value |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 6 | 13 | 10 | 16 | X | Large Growth |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 6 | 13 | 10 | 16 | X | Large Growth |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 6 | 13 | 10 | 16 | X | Large Growth |
| SUVAX | PGIM Quant Solutions Large-Cap Val A | Owns companies we recommend for divestment | 6 | 12 | 14 | 13 | X | Large Value |
| SUVCX | PGIM Quant Solutions Large-Cap Val C | Owns companies we recommend for divestment | 6 | 12 | 14 | 13 | X | Large Value |
| PRVRX | PGIM Quant Solutions Large-Cap Val R | Owns companies we recommend for divestment | 6 | 12 | 14 | 13 | X | Large Value |
| SUVQX | PGIM Quant Solutions Large-Cap Val R6 | Owns companies we recommend for divestment | 6 | 12 | 14 | 13 | X | Large Value |
| SUVZX | PGIM Quant Solutions Large-Cap Val Z | Owns companies we recommend for divestment | 6 | 12 | 14 | 13 | X | Large Value |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 6 | 0 | 15 | 0 | X | Foreign Large Value |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 6 | 0 | 15 | 0 | X | Foreign Large Value |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Mid-Cap Blend |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Small Blend |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Small Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 4 | 2 | 8 | X | Small Blend |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Value |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 6 | 3 | 9 | 8 | X | Mid-Cap Blend |
| ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 5 | 14 | 15 | X | Large Blend |
| ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 7 | 12 | 14 | 15 | X | Moderate Allocation |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 10 | 10 | 16 | X | Large Value |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 5 | 14 | 15 | X | Large Blend |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 6 | 5 | 20 | 11 | X | Europe Stock |
| SPMD | SPDR® Portfolio S&P 400 Mid Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 6 | 11 | 6 | 11 | X | Mid-Cap Value |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
| TLVOX | Thrivent Low Volatility Equity S | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Global Large-Stock Blend |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 13 | 12 | 14 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 13 | 12 | 14 | X | Large Value |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 6 | 7 | 3 | 9 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 6 | 7 | 3 | 9 | X | Small Growth |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Value |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 6 | 11 | 16 | 20 | V | Large Blend |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 8 | X | Small Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GFCUX | Goldman Sachs Flexible Cap R6 | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 8 | 10 | V | Large Blend |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 13 | 8 | X | Europe Stock |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 6 | 7 | 13 | 7 | X | Foreign Large Blend |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 6 | 1 | 9 | 5 | X | Foreign Large Blend |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 15 | 7 | X | Foreign Large Growth |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 6 | 14 | 20 | 21 | X | Large Blend |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 6 | 9 | 7 | 13 | V | Large Growth |
| XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 8 | V | Mid-Cap Blend |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 6 | 8 | 15 | 12 | X | Large Blend |
| GRLLX | Goldman Sachs Flexible Cap R | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 6 | 5 | 10 | 12 | X | Large Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 8 | X | Europe Stock |
| FMEIX | Fidelity® Mid Cap Enhanced Index | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
| ONEQ | Fidelity® Nasdaq Composite ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 12 | X | Large Growth |
| FMILX | Fidelity® New Millennium | Owns companies we recommend for divestment | 6 | 6 | 12 | 12 | X | Large Value |
| FMIL | Fidelity® New Millennium ETF | Owns companies we recommend for divestment | 6 | 6 | 14 | 12 | X | Large Value |
| FSAEX | Fidelity® Series All-Sector Equity | Owns companies we recommend for divestment | 6 | 8 | 14 | 15 | X | Large Blend |
| FSBDX | Fidelity® Series Blue Chip Growth | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Large Growth |
| FCGSX | Fidelity® Series Growth Company | Owns companies we recommend for divestment | 6 | 8 | 19 | 16 | X | Large Growth |
| FGLGX | Fidelity® Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FSLVX | Fidelity® Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FSDIX | Fidelity® Strategic Dividend & Income® | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| GGZPX | Goldman Sachs Flexible Cap P | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 6 | 4 | 13 | 7 | X | Foreign Large Blend |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 6 | 19 | 18 | 23 | X | Large Blend |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 8 | X | Europe Stock |
| GALLX | Goldman Sachs Flexible Cap A | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| GCLLX | Goldman Sachs Flexible Cap C | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| GILLX | Goldman Sachs Flexible Cap Institutional | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| GSLLX | Goldman Sachs Flexible Cap Investor | Owns companies we recommend for divestment | 6 | 7 | 12 | 11 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 6 | 5 | 10 | 12 | X | Large Blend |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 6 | 5 | 11 | 10 | X | Large Value |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| MSEJX | MM Equity Asset I | Owns companies we recommend for divestment | 6 | 11 | 11 | 19 | X | Large Blend |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Mid-Cap Growth |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 6 | 8 | 10 | 13 | X | Large Blend |
| MACCX | Mutual of America Catholic Values Idx Cl | Owns companies we recommend for divestment | 6 | 19 | 18 | 23 | X | Large Blend |
| DENVX | MassMutual Disciplined Value Svc | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| MAMEX | Mutual of America Mid-Cap Equity Index | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GMCCX | Nationwide Mid Cap Market Idx C | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| NWJDX | Nationwide NYSE Arca Tech 100 Idx C | 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 |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| MMOAX | MassMutual Disciplined Value Y | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| MEPSX | MassMutual Disciplined Value R5 | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 6 | 5 | 11 | 10 | X | Large Value |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 8 | X | Europe Stock |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Blend |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 6 | 6 | 4 | 8 | X | Small Blend |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 7 | 2 | 10 | X | Mid-Cap Blend |
| JMEE | JPMorgan Market Expansion Enh Eq ETF | Owns companies we recommend for divestment | 6 | 7 | 8 | 12 | X | Small Blend |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Large Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Large Blend |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| MPIRX | MassMutual Disciplined Value R4 | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 7 | 9 | 11 | X | Large Value |
| MEPAX | MassMutual Disciplined Value A | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| MPILX | MassMutual Disciplined Value Adm | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| MPIVX | MassMutual Disciplined Value I | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| MPINX | MassMutual Disciplined Value R3 | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| FLPKX | Fidelity® Low-Priced Stock K | Owns companies we recommend for divestment | 6 | 7 | 2 | 8 | X | Mid-Cap Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| VGVTX | Voya Global High Dividend Low Vol Port T | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 3 | 14 | 13 | X | Mid-Cap Blend |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 7 | 7 | 16 | 9 | X | Foreign Large Blend |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderately Aggressive Allocation |
| FNDA | Schwab Fundamental US Small Company ETF | Owns companies we recommend for divestment | 7 | 8 | 9 | 9 | X | Small Blend |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 7 | 8 | 9 | 9 | X | Small Blend |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 7 | 8 | 4 | 10 | X | Small Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Large Value |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Large Value |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 7 | 13 | 17 | 17 | X | Large Blend |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 7 | 6 | 21 | 12 | X | Europe Stock |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 13 | X | Large Blend |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 7 | 12 | 11 | 15 | X | Moderate Allocation |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 7 | 13 | 11 | 13 | X | Large Blend |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 7 | 0 | 6 | 4 | X | Industrials |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 7 | 0 | 6 | 4 | X | Industrials |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 7 | 4 | 17 | 5 | V | Foreign Large Blend |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 7 | 4 | 5 | 8 | X | Mid-Cap Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 10 | 9 | 13 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 10 | 9 | 13 | X | Large Blend |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 8 | X | Small Value |
| IMOYX | Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 7 | 16 | 20 | 24 | X | Global Allocation |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 8 | 8 | 11 | 14 | X | Large Growth |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 8 | 10 | 11 | 17 | X | Large Value |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 7 | 23 | 32 | 33 | V | Moderate Allocation |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 7 | 16 | 20 | 24 | X | Global Allocation |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| DDERX | Delaware Wealth Builder R6 | Owns companies we recommend for divestment | 7 | 12 | 8 | 13 | X | Moderate Allocation |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 7 | 16 | 22 | 21 | V | Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 9 | 14 | 17 | V | Large Growth |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 7 | 5 | 12 | 16 | X | Large Blend |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 7 | 7 | 9 | 12 | X | Large Growth |
| DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 7 | 12 | 8 | 13 | X | Moderate Allocation |
| DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 7 | 12 | 8 | 13 | X | Moderate Allocation |
| DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 7 | 12 | 8 | 13 | X | Moderate Allocation |
| DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 7 | 12 | 8 | 13 | X | Moderate Allocation |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 7 | 11 | 9 | 14 | X | Global Large-Stock Value |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 7 | 10 | 14 | 16 | X | Large Value |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 7 | 11 | 9 | 14 | X | Global Large-Stock Value |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 7 | 8 | 11 | 13 | X | Small Blend |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 7 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 7 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 7 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FGIRX | Fidelity Advisor® Growth & Income A | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FGIUX | Fidelity Advisor® Growth & Income C | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FGIOX | Fidelity Advisor® Growth & Income I | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FGITX | Fidelity Advisor® Growth & Income M | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FGIZX | Fidelity Advisor® Growth & Income Z | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 7 | 10 | 14 | 16 | X | Large Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 7 | 10 | 14 | 16 | X | Large Value |
| FCNKX | Fidelity® Contrafund® K | Owns companies we recommend for divestment | 7 | 13 | 17 | 16 | X | Large Growth |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 7 | 6 | 4 | 8 | X | Small Value |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 7 | 10 | 14 | 16 | X | Large Value |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 7 | 6 | 13 | 14 | X | Global Allocation |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 7 | 10 | 14 | 16 | X | Large Value |
| FCNTX | Fidelity® Contrafund® | Owns companies we recommend for divestment | 7 | 13 | 17 | 16 | X | Large Growth |
| FLCNX | Fidelity® Contrafund® K6 | Owns companies we recommend for divestment | 7 | 13 | 17 | 16 | X | Large Growth |
| PIDCX | Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 7 | 16 | 20 | 24 | X | Global Allocation |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 2 | 4 | 9 | X | Mid-Cap Growth |
| ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 7 | 3 | 14 | 5 | X | Foreign Large Value |
| ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 7 | 16 | 14 | 19 | X | Large Value |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 12 | 18 | 18 | X | Large Value |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 7 | 11 | 12 | 15 | V | Large Value |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 7 | 5 | 7 | 11 | X | Global Large-Stock Blend |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 7 | 6 | 11 | 12 | X | Large Blend |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 0 | X | Foreign Small/Mid Blend |
| MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 7 | 7 | 6 | 9 | X | Small Blend |
| MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 7 | 7 | 6 | 9 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 7 | 7 | 6 | 9 | X | Small Blend |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 7 | 7 | 6 | 9 | X | Small Blend |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
| OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 7 | 12 | 18 | 18 | X | Large Blend |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 7 | 9 | 5 | 12 | X | Small Blend |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 16 | X | Large Value |
| PIALX | Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 7 | 16 | 20 | 24 | X | Global Allocation |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 7 | 6 | 11 | 12 | X | Large Blend |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 7 | 6 | 11 | 12 | X | Large Blend |
| FGRIX | Fidelity® Growth & Income | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FCAZX | Franklin Corefolio Allocation Advisor | Owns companies we recommend for divestment | 7 | 8 | 14 | 19 | X | Aggressive Allocation |
| FGIKX | Fidelity® Growth & Income K | Owns companies we recommend for divestment | 7 | 10 | 10 | 15 | X | Large Blend |
| FDEV | Fidelity® International Multifactor ETF | Owns companies we recommend for divestment | 7 | 4 | 11 | 4 | X | Foreign Large Blend |
| FDLO | Fidelity® Low Volatility Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 10 | 13 | X | Large Blend |
| FVWSX | Fidelity® Series Opportunistic Insights | Owns companies we recommend for divestment | 7 | 12 | 17 | 16 | X | Large Growth |
| FNDMX | Fidelity® Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | V | Foreign Large Blend |
| FISVX | Fidelity® Small Cap Value Index | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
| FSMD | Fidelity® Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 10 | X | Small Blend |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 4 | 9 | 7 | X | Large Growth |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 7 | 3 | 8 | 3 | X | Foreign Large Blend |
| FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 7 | 8 | 14 | 19 | X | Aggressive Allocation |
| FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 7 | 8 | 14 | 19 | X | Aggressive Allocation |
| HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 7 | 8 | 14 | 19 | X | Aggressive Allocation |
| FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 7 | 8 | 14 | 19 | X | Aggressive Allocation |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 4 | 19 | 7 | X | Foreign Large Value |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 7 | 16 | 20 | 23 | X | Large Blend |
| GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 7 | 9 | 18 | 16 | X | Global Large-Stock Value |
| GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 7 | 9 | 20 | 16 | X | Global Large-Stock Value |
| GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 7 | 9 | 20 | 16 | X | Global Large-Stock Value |
| GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 7 | 9 | 20 | 16 | X | Global Large-Stock Value |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 7 | X | Small Blend |
| ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 7 | 7 | 11 | 12 | X | Large Blend |
| FLKSX | Fidelity® Low-Priced Stock K6 | Owns companies we recommend for divestment | 6 | 7 | 2 | 8 | X | Mid-Cap Value |
| FLPSX | Fidelity® Low-Priced Stock | Owns companies we recommend for divestment | 6 | 7 | 2 | 8 | X | Mid-Cap Value |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 6 | 3 | 8 | X | Mid-Cap Blend |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 5 | 9 | 9 | 11 | X | Large Value |
| EPSPX | MainStay Epoch Global Equity Yield A | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| EPSKX | MainStay Epoch Global Equity Yield C | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| EPSYX | MainStay Epoch Global Equity Yield I | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 5 | 10 | 6 | 10 | X | Large Value |
| EPSZX | MainStay Epoch Global Equity Yield R2 | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 5 | 18 | 18 | 23 | V | Large Blend |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 10 | V | Small Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Global Large-Stock Blend |
| WPS | iShares International Dev Prpty ETF | Owns companies we recommend for divestment | 5 | 0 | 7 | 0 | X | Global Real Estate |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 10 | 7 | X | Foreign Large Growth |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 5 | 8 | 13 | 17 | V | Large Growth |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Small Growth |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Blend |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Small Growth |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
| 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/MFS Mid Cap Value A | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| JIDA | JPMorgan ActiveBuilders Intl Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 13 | 9 | X | Foreign Large Blend |
| EPSIX | MainStay Epoch Global Equity Yield Inv | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| EPSHX | MainStay Epoch Global Equity Yield R3 | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Blend |
| CIEEX | Multi-Manager Intl Eq Strats Inst 3 | Owns companies we recommend for divestment | 5 | 3 | 11 | 8 | X | Foreign Large Blend |
| MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 5 | 5 | 7 | 12 | X | Large Blend |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 8 | X | Foreign Large Blend |
| MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Small Blend |
| CSCLX | Multi-Manager Small Cap Eq Strat Inst 3 | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Small Blend |
| NWFAX | Nationwide A | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Large Blend |
| GTRCX | Nationwide C | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Large Blend |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Large Blend |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Large Blend |
| NWABX | Nationwide R6 | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Large Blend |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Large Value |
| MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| EPSRX | MainStay Epoch Global Equity Yield R6 | Owns companies we recommend for divestment | 5 | 8 | 9 | 12 | X | Global Large-Stock Value |
| MFUZX | MassMutual Fundamental Value I | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Large Blend |
| MFUAX | MassMutual Fundamental Value A | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MFULX | MassMutual Fundamental Value Adm | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MFUNX | MassMutual Fundamental Value R3 | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MFUFX | MassMutual Fundamental Value R4 | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MVUSX | MassMutual Fundamental Value R5 | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MFUYX | MassMutual Fundamental Value Svc | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MMNEX | MassMutual Fundamental Value Y | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Large Value |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Foreign Large Blend |
| MLCSX | Mercer US Large Cap Equity Y1 | Owns companies we recommend for divestment | 5 | 13 | 15 | 18 | X | Large Blend |
| MLCGX | Mercer US Large Cap Equity Y3 | Owns companies we recommend for divestment | 5 | 13 | 15 | 18 | X | Large Blend |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Value |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 3 | X | Large Growth |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Large Value |
| FKMCX | Fidelity® Mid-Cap Stock K | Owns companies we recommend for divestment | 5 | 5 | 2 | 8 | X | Mid-Cap Blend |
| FCDCX | Fidelity Advisor® Stock Selector Sm Cp C | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FCDIX | Fidelity Advisor® Stock Selector Sm Cp I | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FCDTX | Fidelity Advisor® Stock Selector Sm Cp M | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FSSZX | Fidelity Advisor® Stock Selector Sm Cp Z | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FBCG | Fidelity® Blue Chip Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Growth |
| FDEQX | Fidelity® Disciplined Equity | Owns companies we recommend for divestment | 5 | 7 | 13 | 13 | X | Large Growth |
| FDEKX | Fidelity® Disciplined Equity K | Owns companies we recommend for divestment | 5 | 7 | 13 | 13 | X | Large Growth |
| FIENX | Fidelity® International Enhanced Index | Owns companies we recommend for divestment | 5 | 6 | 18 | 8 | X | Foreign Large Blend |
| FGRTX | Fidelity® Mega Cap Stock | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| FMCSX | Fidelity® Mid-Cap Stock | Owns companies we recommend for divestment | 5 | 5 | 2 | 8 | X | Mid-Cap Blend |
| FNKFX | Fidelity® Mid-Cap Stock K6 | Owns companies we recommend for divestment | 5 | 5 | 2 | 8 | X | Mid-Cap Blend |
| FZALX | Fidelity Advisor® Mega Cap Stock Z | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| FDMO | Fidelity® Momentum Factor ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Large Growth |
| FSOPX | Fidelity® Series Small Cap Opps | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FBLEX | Fidelity® Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Large Value |
| FECGX | Fidelity® Small Cap Growth Index | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
| FDSCX | Fidelity® Stock Selector Small Cap | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| FULVX | Fidelity® US Low Volatility Equity | Owns companies we recommend for divestment | 5 | 4 | 6 | 12 | X | Large Blend |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Large Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 6 | X | Large Blend |
| FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Blend |
| FCDAX | Fidelity Advisor® Stock Selector Sm Cp A | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Small Blend |
| FTGRX | Fidelity Advisor® Mega Cap Stock M | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Small Blend |
| DMVYX | BNY Mellon Select Managers Sm Cp Val Y | Owns companies we recommend for divestment | 5 | 3 | 2 | 7 | X | Small Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 5 | 12 | 14 | 17 | V | Large Blend |
| DBOAX | BNY Mellon Balanced Opportunity A | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| DBOCX | BNY Mellon Balanced Opportunity C | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| DBORX | BNY Mellon Balanced Opportunity I | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| DBOYX | BNY Mellon Balanced Opportunity Y | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| DBOZX | BNY Mellon Balanced Opportunity Z | Owns companies we recommend for divestment | 5 | 6 | 13 | 11 | X | Moderate Allocation |
| DMVAX | BNY Mellon Select Managers Sm Cp Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 7 | X | Small Blend |
| DMECX | BNY Mellon Select Managers Sm Cp Val C | Owns companies we recommend for divestment | 5 | 3 | 2 | 7 | X | Small Blend |
| DMVIX | BNY Mellon Select Managers Sm Cp Val I | Owns companies we recommend for divestment | 5 | 3 | 2 | 7 | X | Small Blend |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| FTRIX | Fidelity Advisor® Mega Cap Stock I | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 5 | 6 | 11 | 9 | X | Large Value |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 5 | 7 | 8 | X | Large Growth |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Small Blend |
| FGTAX | Fidelity Advisor® Mega Cap Stock A | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| FGRCX | Fidelity Advisor® Mega Cap Stock C | Owns companies we recommend for divestment | 5 | 11 | 12 | 14 | X | Large Blend |
| RNMC | First Trust Mid Cap US Equity Select ETF | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Blend |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 12 | X | Large Blend |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 12 | 11 | 15 | V | Large Blend |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 5 | 13 | 11 | 17 | V | Global Large-Stock Blend |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 5 | 10 | 11 | 12 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 6 | 7 | 9 | X | Large Value |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 5 | 5 | 8 | 9 | X | Large Value |
| HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 5 | 10 | 11 | 12 | X | Large Value |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 5 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| LGDAX | Franklin Global Dividend A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Global Large-Stock Value |
| LGDCX | Franklin Global Dividend C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Global Large-Stock Value |
| LDIGX | Franklin Global Dividend FI | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Global Large-Stock Value |
| LTTMX | Franklin Global Dividend I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Global Large-Stock Value |
| LDIFX | Franklin Global Dividend IS | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Global Large-Stock Value |
| FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 5 | 10 | 14 | 12 | X | Large Blend |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 18 | 16 | X | Technology |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 8 | 15 | 11 | X | Large Value |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 8 | V | Global Large-Stock Growth |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Large Value |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| FCLKX | Fidelity® Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 10 | 2 | X | Technology |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 6 | 7 | 14 | 14 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 6 | 7 | 14 | 14 | X | Large Value |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 6 | 7 | 14 | 14 | X | Large Value |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 6 | 7 | 14 | 14 | X | Large Value |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 6 | 7 | 14 | 14 | X | Large Value |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 6 | 7 | 7 | 13 | X | Large Growth |
| CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| CSMSX | Carillon Scout Mid Cap R-5 | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 6 | 6 | 13 | 12 | X | Global Large-Stock Growth |
| CSMRX | Carillon Scout Mid Cap R-3 | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| FIQWX | Fidelity Advisor® Strategic Div & Inc® Z | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| FIDLX | Fidelity Advisor® Large Cap Z | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FLUAX | Fidelity Advisor® Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FLUEX | Fidelity Advisor® Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FLUIX | Fidelity Advisor® Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FLUTX | Fidelity Advisor® Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FSCZX | Fidelity Advisor® Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 6 | 10 | 9 | 13 | X | Large Value |
| FASDX | Fidelity Advisor® Strategic Div & Inc® A | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| FCSDX | Fidelity Advisor® Strategic Div & Inc® C | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| FSIDX | Fidelity Advisor® Strategic Div & Inc® I | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| FTSDX | Fidelity Advisor® Strategic Div & Inc® M | Owns companies we recommend for divestment | 6 | 40 | 10 | 46 | X | Moderately Aggressive Allocation |
| FBALX | Fidelity® Balanced | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FALIX | Fidelity Advisor® Large Cap I | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FBAKX | Fidelity® Balanced K | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FBKFX | Fidelity® Balanced K6 | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FBGRX | Fidelity® Blue Chip Growth | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Large Growth |
| FBGKX | Fidelity® Blue Chip Growth K | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Large Growth |
| FBCGX | Fidelity® Blue Chip Growth K6 | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Large Growth |
| FDGRX | Fidelity® Growth Company | Owns companies we recommend for divestment | 6 | 7 | 18 | 16 | X | Large Growth |
| FGCKX | Fidelity® Growth Company K | Owns companies we recommend for divestment | 6 | 7 | 18 | 16 | X | Large Growth |
| FGKFX | Fidelity® Growth Company K6 | Owns companies we recommend for divestment | 6 | 7 | 18 | 16 | X | Large Growth |
| FNIDX | Fidelity® Intl Sustainability Idx | Owns companies we recommend for divestment | 6 | 2 | 17 | 6 | V | Foreign Large Blend |
| FLCSX | Fidelity® Large Cap Stock | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FALGX | Fidelity Advisor® Large Cap M | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FLCCX | Fidelity Advisor® Large Cap C | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| CSMZX | Carillon Scout Mid Cap Y | Owns companies we recommend for divestment | 6 | 2 | 3 | 7 | X | Mid-Cap Blend |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 6 | 4 | 9 | 8 | V | Small Value |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Small Value |
| DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 6 | 5 | 7 | 6 | X | Small Value |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 6 | 12 | 12 | 14 | X | Large Value |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 6 | 12 | 12 | 14 | X | Large Value |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 6 | 12 | 12 | 14 | X | Large Value |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| FALAX | Fidelity Advisor® Large Cap A | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
| FABLX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FABCX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FAIOX | Fidelity Advisor® Balanced I | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FAIGX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FZAAX | Fidelity Advisor® Balanced Z | Owns companies we recommend for divestment | 6 | 14 | 14 | 19 | X | Moderate Allocation |
| FDTTX | Fidelity Advisor® Capital Development A | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FDECX | Fidelity Advisor® Capital Development C | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FDEIX | Fidelity Advisor® Capital Development I | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FDTZX | Fidelity Advisor® Capital Development M | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| FDETX | Fidelity Advisor® Capital Development O | Owns companies we recommend for divestment | 6 | 13 | 16 | 18 | X | Large Blend |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 10 | 4 | X | Foreign Large Growth |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 10 | X | Large Value |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 5 | 11 | 14 | 13 | X | Large Blend |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 7 | 6 | 10 | X | Large Blend |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Foreign Large Blend |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
| TQSMX | TRP Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
| TQSAX | TRP Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
| TQSIX | TRP Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Foreign Large Blend |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Mid-Cap Blend |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| RFFC | RiverFront Dynamic US Flex-Cap ETF | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Large Blend |
| OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 1 | 7 | X | Small Value |
| OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 1 | 7 | X | Small Value |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 5 | 6 | 1 | 7 | X | Small Value |
| PQCCX | PGIM Quant Solutions Mid-Cap Cor Eq R6 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Blend |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | V | Foreign Large Blend |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 5 | 4 | 13 | 12 | X | Large Blend |
| PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 6 | X | Small Blend |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
| EQRR | ProShares Equities for Rising Rates ETF | Owns companies we recommend for divestment | 5 | 5 | 6 | 7 | X | Large Value |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 14 | 5 | X | Foreign Large Blend |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Foreign Large Value |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 2 | 4 | 8 | X | Small Blend |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 5 | 2 | 4 | 7 | X | Small Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 5 | 2 | 4 | 8 | X | Small Blend |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 7 | 12 | 18 | V | Large Growth |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Mid-Cap Value |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 6 | 7 | 14 | X | Large Blend |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Foreign Large Value |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Foreign Large Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Small Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| AIVAX | Virtus NFJ International Value Admin | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| AFVPX | Virtus NFJ International Value P | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Foreign Large Value |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 5 | 11 | 18 | 14 | X | Large Blend |
| AZMPX | Virtus NFJ Emerging Markets Value P | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
| AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 9 | 8 | 13 | X | Large Value |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 2 | 6 | 8 | X | Mid-Cap Value |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 5 | 5 | 14 | 13 | X | Large Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 5 | 11 | 13 | 17 | X | Global Large-Stock Blend |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 5 | 11 | 13 | 17 | X | Global Large-Stock Blend |
| USGIX | Victory Growth & Income Class A | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
| AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
| USIFX | Victory International | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
| UAIFX | Victory International Class A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
| UVALX | Victory Value | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
| UAVAX | Victory Value Class A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 5 | 6 | 13 | 9 | X | Large Value |
| PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | V | Target-Date 2065+ |
| PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 3 | 9 | 12 | 13 | V | Target-Date 2060 |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
| DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Technology |
| PCMRX | Pioneer Mid Cap Value R | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Mid-Cap Value |
| PYCGX | Pioneer Mid Cap Value Y | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Mid-Cap Value |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| PFISX | Principal International Small CompanyR-6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PCCGX | Pioneer Mid Cap Value C | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Mid-Cap Value |
| PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PMCKX | Pioneer Mid Cap Value K | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Mid-Cap Value |
| PCGRX | Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Mid-Cap Value |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| PJOQX | PGIM Jennison Focused Value R6 | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| PJGZX | PGIM Jennison Focused Value Z | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| PEEAX | PGIM Jennison Mid-Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PEGCX | PGIM Jennison Mid-Cap Growth C | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PEGEX | PGIM Jennison Mid-Cap Growth R2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PEGGX | PGIM Jennison Mid-Cap Growth R4 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PJGQX | PGIM Jennison Mid-Cap Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PJFV | PGIM Jennison Focused Value ETF | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| SPYD | SPDR® Portfolio S&P 500 High Div ETF | Owns companies we recommend for divestment | 2 | 8 | 3 | 9 | X | Large Value |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 9 | 8 | 11 | X | Large Blend |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 9 | 8 | 11 | X | Large Blend |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 9 | 8 | 11 | X | Large Blend |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| RTXAX | Russell Inv Tax-Managed Real Assets A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Global Large-Stock Blend |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| RFDA | RiverFront Dynamic US Dividend Advtg ETF | Owns companies we recommend for divestment | 2 | 7 | 10 | 10 | X | Large Blend |
| RYPCX | Royce Pennsylvania Mutual Consult | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| RPMIX | Royce Pennsylvania Mutual Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| PENNX | Royce Pennsylvania Mutual Invmt | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| RYPFX | Royce Pennsylvania Mutual Svc | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| RTXCX | Russell Inv Tax-Managed Real Assets C | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Global Large-Stock Blend |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| RTXMX | Russell Inv Tax-Managed Real Assets M | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Global Large-Stock Blend |
| RTXSX | Russell Inv Tax-Managed Real Assets S | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Global Large-Stock Blend |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Blend |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Small Blend |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 2 | 10 | 3 | X | Foreign Large Blend |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 2 | 9 | 8 | 8 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 2 | 9 | 8 | 8 | X | Large Growth |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 2 | 9 | 8 | 8 | X | Large Growth |
| PJORX | PGIM Jennison Focused Value R | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| PJGCX | PGIM Jennison Focused Value C | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 8 | X | Large Growth |
| MGRCX | MFS International Growth C | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| MGRAX | MFS International Growth A | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MGRBX | MFS International Growth B | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MQGIX | MFS International Growth I | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| MGRRX | MFS International Growth R1 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MGRQX | MFS International Growth R2 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MGRTX | MFS International Growth R3 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MGRVX | MFS International Growth R4 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| MGRDX | MFS International Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Foreign Large Growth |
| OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 2 | 9 | 7 | 10 | X | Large Value |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 10 | X | Large Growth |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Mid-Cap Blend |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| PJIAX | PGIM Jennison Focused Value A | Owns companies we recommend for divestment | 2 | 7 | 4 | 10 | X | Large Value |
| NOIEX | Northern Income Equity | Owns companies we recommend for divestment | 2 | 9 | 8 | 8 | X | Large Value |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | V | Mid-Cap Value |
| NINLX | Neuberger Berman Intrinsic Value I | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| NQCAX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| NQCCX | Nuveen Large Cap Value C | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| NQCRX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Value |
| FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Value |
| FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Value |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Value |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Value |
| PFIOX | PFG Invesco® Eq Fact Rotation Strtgy R | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Global Small/Mid Stock |
| NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| GLCDX | Morgan Stanley Cntrpnt Global C | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Moderate Allocation |
| GLCAX | Morgan Stanley Cntrpnt Global A | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| GLCIX | Morgan Stanley Cntrpnt Global I | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| GLCSX | Morgan Stanley Cntrpnt Global R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 2 | 5 | 10 | 10 | X | Large Growth |
| CABGX | Multi-Manager Growth Strategies Inst 3 | Owns companies we recommend for divestment | 2 | 5 | 10 | 10 | X | Large Growth |
| MAIFX | Mutual of America International | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Foreign Large Blend |
| NWAGX | Nationwide Janus Henderson Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Blend |
| NWAHX | Nationwide Janus Henderson Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Blend |
| NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Blend |
| NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Blend |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 2 | 4 | 8 | 10 | X | Large Growth |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Large Value |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALCPX | Virtus NFJ Large-Cap Value P | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 7 | X | Large Value |
| RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
| RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
| RSIKX | Victory RS Investors R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
| RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 3 | X | Large Blend |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 7 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
| SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
| SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
| SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| ALNFX | Virtus NFJ Large-Cap Value Admin | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Moderate Allocation |
| ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Growth |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Value |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 11 | 22 | V | Large Blend |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | V | Large Value |
| SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 6 | 6 | 7 | X | Large Blend |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Value |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
| IGMAX | VY® Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IGMIX | VY® Invesco Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IGMSX | VY® Invesco Global S | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IOGPX | VY® Invesco Global S2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| WCMVX | WCM Focused International Value Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| WLIVX | WCM Focused International Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 2 | 10 | 7 | 9 | X | Global Large-Stock Value |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Moderate Allocation |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 11 | 8 | X | Large Value |
| TDEAX | Touchstone Anti-Benchmark US Core Eq A | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
| TDECX | Touchstone Anti-Benchmark US Core Eq C | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
| TDELX | Touchstone Anti-Benchmark US Core Eq I | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
| TDEYX | Touchstone Anti-Benchmark US Core Eq Y | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
| TSMAX | Touchstone Dynamic Allocation A | Owns companies we recommend for divestment | 2 | 9 | 9 | 12 | X | Global Allocation |
| TSMCX | Touchstone Dynamic Allocation C | Owns companies we recommend for divestment | 2 | 9 | 9 | 12 | X | Global Allocation |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 2 | 7 | 11 | 8 | X | Large Value |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Mid-Cap Value |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Value |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
| XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 6 | X | Technology |
| 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 |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| TVIFX | <
