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 | <