| SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 6 | V | Mid-Cap Blend |
| SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | V | Large Value |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | V | Large Growth |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | X | Large Value |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 21 | 20 | 33 | X | Large Value |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Small Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Value |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 10 | 9 | 8 | 15 | X | Large Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 5 | 9 | 11 | X | Mid-Cap Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 8 | 4 | 3 | 10 | X | Mid-Cap Value |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 17 | 17 | 23 | X | Large Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 10 | X | Large Value |
| WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Growth |
| EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 16 | 22 | 25 | 32 | X | Large Blend |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Value |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 8 | X | Mid-Cap Value |
| RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 6 | 17 | 14 | 18 | V | Large Blend |
| NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 17 | 22 | 30 | 34 | X | Large Blend |
| WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Value |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Foreign Large Growth |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 9 | 1 | 12 | 4 | X | Foreign Small/Mid Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Foreign Large Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 3 | X | Foreign Large Value |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 15 | 6 | 25 | 12 | X | Foreign Large Value |
| NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 9 | X | Global Allocation |
| IXSE | WisdomTree India ex-State-Owned Entrprs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| PLAT | WisdomTree Growth Leaders | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Growth |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 12 | X | Global Large-Stock Value |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| DXGE | WisdomTree Germany Hedged Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Europe Stock |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EMMF | WisdomTree Emerging Markets Mltfctr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 17 | 21 | 30 | 34 | X | Large Blend |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 16 | 6 | 26 | 11 | X | Foreign Large Value |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Technology |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Technology |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | 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 |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | 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 |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IOGPX | VY® Invesco Global S2 | 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 |
| IGMIX | VY® Invesco Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IGMAX | VY® Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ICVPX | VY® Columbia Small Cap Value II S2 | 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 |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| ISCSX | VY® Columbia Contrarian Core S | 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 |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IBCGX | VY® Baron Growth S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IBSSX | VY® Baron Growth S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| VYRBX | VY® Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IBGIX | VY® Baron Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IBSAX | VY® Baron Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VHDRX | Voya US High Dividend Low Volatility R6 | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| VHDIX | Voya US High Dividend Low Volatility I | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 8 | 13 | 19 | 18 | X | Large Value |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 4 | 13 | 11 | X | Large Growth |
| VMMCX | Voya Multi-Manager Mid Cap Value P | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| IICWX | Voya Multi-Manager Intl Factors W | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
| VPMFX | Voya Multi-Manager Intl Factors P3 | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
| IICFX | Voya Multi-Manager Intl Factors I | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| VMIPX | Voya Multi-Manager International Eq P3 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
| VPMEX | Voya Multi-Manager Emerging Mkts Eq P3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| VMEPX | Voya Multi-Manager Emerging Markets Eq P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Small Blend |
| IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Small Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 1 | 5 | 4 | 7 | X | Large Blend |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| VGVTX | Voya Global High Dividend Low Vol Port T | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| IEPSX | Voya Emerging Markets Index Port S | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| IEPIX | Voya Emerging Markets Index Port I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| VPEPX | Voya Emerging Markets Index P2 | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| ASTPX | Virtus NFJ Global Sustainability P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| ASUAX | Virtus NFJ Global Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| ASTNX | Virtus NFJ Global Sust Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Blend |
| VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Natural Resources |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 16 | 13 | X | Large Blend |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 12 | X | Large Value |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 2 | 6 | X | Small Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Large Value |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
| QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Growth |
| CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 7 | 16 | 10 | X | Foreign Large Blend |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 5 | X | Foreign Large Value |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Blend |
| CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 16 | 10 | X | Foreign Large Blend |
| CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSOYX | Victory Sycamore Small Company Opp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VSORX | Victory Sycamore Small Company Opp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| GOGFX | Victory Sycamore Small Company Opp R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VSOIX | Victory Sycamore Small Company Opp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| SSGSX | Victory Sycamore Small Company Opp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VSVYX | Victory Special Value Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| RSENX | Victory Sophus Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RSERX | Victory Sophus Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMKX | Victory Sophus Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMGX | Victory Sophus Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GBEMX | Victory Sophus Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSVKX | Victory RS Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEKX | Victory RS Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| REGWX | Victory RS Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEGX | Victory RS Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSCYX | Victory RS Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSCKX | Victory RS Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSMMX | Victory RS Small Cap Equity Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSCCX | Victory RS Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GPSCX | Victory RS Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RIFKX | Victory RS Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RSPYX | Victory RS Partners Y | 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 |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RSMKX | Victory RS Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RSIYX | Victory RS Investors Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSIKX | Victory RS Investors R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RIVCX | Victory RS Investors C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSINX | Victory RS Investors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RSGKX | Victory RS Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MMSRX | Victory Munder Mid-Cap Core Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| MRVSX | Victory Integrity Small-Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| MCVSX | Victory Integrity Small-Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMERX | Victory Integrity Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 13 | 19 | 19 | 23 | X | Mid-Cap Value |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 6 | X | Mid-Cap Blend |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 16 | X | Mid-Cap Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 11 | 12 | 16 | 16 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 19 | 11 | 14 | 21 | X | Mid-Cap Growth |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 6 | 3 | 12 | 12 | X | Mid-Cap Blend |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2060 |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2055 |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2050 |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2045 |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2040 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2035 |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2030 |
| VTTVX | Vanguard Target Retirement 2025 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2025 |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Blend |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 6 | 4 | 5 | 8 | X | Mid-Cap Blend |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VASVX | Vanguard Selected Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Mid-Cap Value |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| VGSIX | Vanguard Real Estate Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VRTPX | Vanguard Real Estate II Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VNQ | Vanguard Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 5 | 6 | 14 | 14 | X | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VIMSX | Vanguard Mid Cap Index Investor | 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 |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
| MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 7 | X | Foreign Large Value |
| VWIGX | Vanguard International Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| VWILX | Vanguard International Growth Adm | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Small/Mid Growth |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
| VGHCX | Vanguard Health Care Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
| VHT | Vanguard Health Care ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
| VGHAX | Vanguard Health Care Adm | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | 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 |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 3 | 7 | 10 | 9 | X | Global Large-Stock Blend |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
| VEURX | Vanguard European Stock Index Investor | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VEUPX | Vanguard European Stock Index Instl Plus | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VESIX | Vanguard European Stock Index Instl | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VEUSX | Vanguard European Stock Index Admiral | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 12 | 23 | 25 | 31 | V | Large Blend |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 38 | 7 | V | Foreign Large Blend |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
| VGENX | Vanguard Energy Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VGELX | Vanguard Energy Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Global Large-Stock Value |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| NLR | VanEck Uranium+Nuclear Engy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 5 | 7 | 14 | 9 | X | Large Growth |
| SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
| REMX | VanEck Rare Earth/Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
| OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 8 | 1 | X | Natural Resources |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 1 | 7 | 5 | 9 | X | Large Blend |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Blend |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 5 | 2 | 2 | 2 | X | Foreign Large Value |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 2 | 7 | 4 | 8 | X | Global Large-Stock Blend |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 23 | 1 | 30 | 1 | X | Miscellaneous Region |
| INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| YUMY | VanEck Future of Food ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Consumer Defensive |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ELMZX | VanEck Emerging Markets Leaders Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ELMYX | VanEck Emerging Markets Leaders Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ELMIX | VanEck Emerging Markets Leaders I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ELMAX | VanEck Emerging Markets Leaders A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GLCN | VanEck China Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 9 | 9 | 11 | V | Large Blend |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Mid-Cap Value |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 8 | 4 | 15 | 5 | V | Foreign Large Blend |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
| VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 14 | 16 | 18 | 27 | V | Large Blend |
| XLU | Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Value |
| UIVAX | USAA Value Institutional | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UAVAX | USAA Value Class A | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UVALX | USAA Value | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UTMAX | USAA Target Managed Allocation | Owns companies we recommend for divestment | 5 | 12 | 16 | 18 | X | Tactical Allocation |
| UIWGX | USAA Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| USWGX | USAA Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| USAWX | USAA Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| UISCX | USAA Small Cap Stock Institutional | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
| USCAX | USAA Small Cap Stock | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
| USTCX | USAA Science & Technology Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| USSCX | USAA Science & Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| UIPMX | USAA Precious Metals and Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UPMMX | USAA Precious Metals and Minerals ClassA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAGX | USAA Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USNQX | USAA NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| URNQX | USAA Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UINQX | USAA Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UANQX | USAA Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UCNQX | USAA Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| URITX | USAA International R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UIIFX | USAA International Institutional | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UAIFX | USAA International Class A | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| USIFX | USAA International | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UIISX | USAA Income Stock Institutional | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
| USISX | USAA Income Stock | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
| UIGRX | USAA Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| UIGIX | USAA Growth & Income Institutional | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| USGIX | USAA Growth & Income Class A | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| USGRX | USAA Growth & Income | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| USAAX | USAA Growth | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| UGOFX | USAA Global Managed Volatility Instl | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
| UGMVX | USAA Global Managed Volatility | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
| UGEIX | USAA Global Equity Income | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Global Large-Stock Value |
| USMIX | USAA Extended Market Index | Owns companies we recommend for divestment | 18 | 15 | 13 | 24 | X | Mid-Cap Blend |
| UIEMX | USAA Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UAEMX | USAA Emerging Markets Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| USEMX | USAA Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UICGX | USAA Capital Growth Institutional | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
| USCGX | USAA Capital Growth | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
| UIAGX | USAA Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| USAUX | USAA Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| USPRX | USAA 500 Index Reward | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
| USSPX | USAA 500 Index Member | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | 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 |
| UBVRX | Undiscovered Managers Behavioral Val R2 | 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 |
| UBVSX | Undiscovered Managers Behavioral Val I | 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 |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| BISCX | UBS US Small Cap Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| BNSCX | UBS US Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
| BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
| BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
| EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| ECOZ | TrueShares ESG Active Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Large Growth |
| TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
| PORTX | Trillium ESG Global Equity Fund Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
| PORIX | Trillium ESG Global Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TPYIX | Touchstone International ESG EquityInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYYX | Touchstone International ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYCX | Touchstone International ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYAX | Touchstone International ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRBIX | TIAA-CREF Small-Cap Blend Idx Retire | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TISBX | TIAA-CREF Small-Cap Blend Idx Inst | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRHBX | TIAA-CREF Small-Cap Blend Idx Advisor | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TISWX | TIAA-CREF S&P 500 Index W | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TRSPX | TIAA-CREF S&P 500 Index Retire | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TISPX | TIAA-CREF S&P 500 Index Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TISAX | TIAA-CREF S&P 500 Index Advisor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TRRSX | TIAA-CREF Real Estate Sec Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TCREX | TIAA-CREF Real Estate Sec Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | TIAA-CREF Real Estate Sec Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIREX | TIAA-CREF Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | TIAA-CREF Real Estate Sec Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TSCWX | TIAA-CREF Quant Small-Cap Equity W | 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 |
| TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | 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 |
| TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSMUX | TIAA-CREF Quant Sm/Md-Cp Eq W | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMOX | TIAA-CREF Quant Sm/Md-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMEX | TIAA-CREF Quant Sm/Md-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMMX | TIAA-CREF Quant Sm/Md-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMWX | TIAA-CREF Quant Sm/Md-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMNX | TIAA-CREF Quant Sm/Md-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TAIWX | TIAA-CREF Quant Intl Sm-Cp Eq W | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TTISX | TIAA-CREF Quant Intl Sm-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TLISX | TIAA-CREF Quant Intl Sm-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TPISX | TIAA-CREF Quant Intl Sm-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TIISX | TIAA-CREF Quant Intl Sm-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TAISX | TIAA-CREF Quant Intl Sm-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TRVRX | TIAA-CREF Mid-Cap Value Retire | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TCMVX | TIAA-CREF Mid-Cap Value Retail | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRVPX | TIAA-CREF Mid-Cap Value Premier | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TIMVX | TIAA-CREF Mid-Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRVHX | TIAA-CREF Mid-Cap Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRGMX | TIAA-CREF Mid-Cap Growth Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TCMGX | TIAA-CREF Mid-Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TRGPX | TIAA-CREF Mid-Cap Growth Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TRPWX | TIAA-CREF Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TCMHX | TIAA-CREF Mid-Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TFIRX | TIAA-CREF Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIPX | TIAA-CREF Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFITX | TIAA-CREF Lifecycle Index 2065 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIHX | TIAA-CREF Lifecycle Index 2065 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TVITX | TIAA-CREF Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIPX | TIAA-CREF Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIIX | TIAA-CREF Lifecycle Index 2060 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIHX | TIAA-CREF Lifecycle Index 2060 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TTIRX | TIAA-CREF Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIPX | TIAA-CREF Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIIX | TIAA-CREF Lifecycle Index 2055 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIHX | TIAA-CREF Lifecycle Index 2055 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TLLRX | TIAA-CREF Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLPX | TIAA-CREF Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLIX | TIAA-CREF Lifecycle Index 2050 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLHX | TIAA-CREF Lifecycle Index 2050 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLMRX | TIAA-CREF Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLMPX | TIAA-CREF Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLXIX | TIAA-CREF Lifecycle Index 2045 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLMHX | TIAA-CREF Lifecycle Index 2045 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLZRX | TIAA-CREF Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLPRX | TIAA-CREF Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLZIX | TIAA-CREF Lifecycle Index 2040 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLZHX | TIAA-CREF Lifecycle Index 2040 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLYRX | TIAA-CREF Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYPX | TIAA-CREF Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYIX | TIAA-CREF Lifecycle Index 2035 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYHX | TIAA-CREF Lifecycle Index 2035 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLHRX | TIAA-CREF Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHPX | TIAA-CREF Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHIX | TIAA-CREF Lifecycle Index 2030 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHHX | TIAA-CREF Lifecycle Index 2030 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLQRX | TIAA-CREF Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLVPX | TIAA-CREF Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLQIX | TIAA-CREF Lifecycle Index 2025 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLQHX | TIAA-CREF Lifecycle Index 2025 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TSFRX | TIAA-CREF Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFPX | TIAA-CREF Lifecycle 2065 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFTX | TIAA-CREF Lifecycle 2065 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFHX | TIAA-CREF Lifecycle 2065 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TLXRX | TIAA-CREF Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXPX | TIAA-CREF Lifecycle 2060 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXNX | TIAA-CREF Lifecycle 2060 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXHX | TIAA-CREF Lifecycle 2060 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TTRLX | TIAA-CREF Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRPX | TIAA-CREF Lifecycle 2055 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRIX | TIAA-CREF Lifecycle 2055 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRHX | TIAA-CREF Lifecycle 2055 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TLFRX | TIAA-CREF Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TCLPX | TIAA-CREF Lifecycle 2050 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TFTIX | TIAA-CREF Lifecycle 2050 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TFTHX | TIAA-CREF Lifecycle 2050 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TTFRX | TIAA-CREF Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFPX | TIAA-CREF Lifecycle 2045 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFIX | TIAA-CREF Lifecycle 2045 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFHX | TIAA-CREF Lifecycle 2045 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TCLOX | TIAA-CREF Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCZPX | TIAA-CREF Lifecycle 2040 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCOIX | TIAA-CREF Lifecycle 2040 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCZHX | TIAA-CREF Lifecycle 2040 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCLRX | TIAA-CREF Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCYPX | TIAA-CREF Lifecycle 2035 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCIIX | TIAA-CREF Lifecycle 2035 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCYHX | TIAA-CREF Lifecycle 2035 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCLNX | TIAA-CREF Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCHPX | TIAA-CREF Lifecycle 2030 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCRIX | TIAA-CREF Lifecycle 2030 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCHHX | TIAA-CREF Lifecycle 2030 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| THCWX | TIAA-CREF Large-Cap Value Idx W | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| TRCVX | TIAA-CREF Large-Cap Value Idx Retire | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| TILVX | TIAA-CREF Large-Cap Value Idx Inst | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| THCVX | TIAA-CREF Large-Cap Value Idx Advisor | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TILWX | TIAA-CREF Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TIRTX | TIAA-CREF Large-Cap Growth Retail | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILRX | TIAA-CREF Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILPX | TIAA-CREF Large-Cap Growth Premier | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILGX | TIAA-CREF Large-Cap Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILHX | TIAA-CREF Large-Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TRIWX | TIAA-CREF Large-Cap Gr Idx W | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TRIRX | TIAA-CREF Large-Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TILIX | TIAA-CREF Large-Cap Gr Idx Instl | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TRIHX | TIAA-CREF Large-Cap Gr Idx Advisor | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TIOVX | TIAA-CREF International Opps W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOSX | TIAA-CREF International Opps Retl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOTX | TIAA-CREF International Opps Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOPX | TIAA-CREF International Opps Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOIX | TIAA-CREF International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOHX | TIAA-CREF International Opps Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TCIWX | TIAA-CREF International Eq Idx W | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TRIEX | TIAA-CREF International Eq Idx Retire | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TRIPX | TIAA-CREF International Eq Idx Premier | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TCIEX | TIAA-CREF International Eq Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TCIHX | TIAA-CREF International Eq Idx Advisor | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TGIWX | TIAA-CREF Growth & Income W | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TRGIX | TIAA-CREF Growth & Income Retire | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TIIRX | TIAA-CREF Growth & Income Retail | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TRPGX | TIAA-CREF Growth & Income Premier | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TIGRX | TIAA-CREF Growth & Income Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TGIHX | TIAA-CREF Growth & Income Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TEQWX | TIAA-CREF Equity Index W | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TINRX | TIAA-CREF Equity Index Retail | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TIQRX | TIAA-CREF Equity Index R | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TCEPX | TIAA-CREF Equity Index Premier | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TIEIX | TIAA-CREF Equity Index Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TEIHX | TIAA-CREF Equity Index Advisor | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TEMVX | TIAA-CREF Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMSX | TIAA-CREF Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMRX | TIAA-CREF Emerging Markets Eq Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMPX | TIAA-CREF Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMLX | TIAA-CREF Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 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 |
| TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | 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 |
| TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | 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 |
| TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEMHX | TIAA-CREF Emerging Markets Eq Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Technology |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| FBOGX | Templeton Global Smaller Comp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TESGX | Templeton Global Smaller Comp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TGSAX | Templeton Global Smaller Comp Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TEMGX | Templeton Global Smaller Comp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| FTFGX | Templeton Foreign R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEFTX | Templeton Foreign C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TFFAX | Templeton Foreign Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEMFX | Templeton Foreign A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDEVX | Templeton Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDMTX | Templeton Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDADX | Templeton Developing Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEDMX | Templeton Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
| TGUNX | TCW New America Premier Equities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TGUSX | TCW New America Premier Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 28 | 35 | 45 | X | Large Blend |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| PRSCX | T. Rowe Price Science & Tech | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| TRFKX | T. Rowe Price Retirement I 2065 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| TRPLX | T. Rowe Price Retirement I 2060 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRPNX | T. Rowe Price Retirement I 2055 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| TRPMX | T. Rowe Price Retirement I 2050 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| TRPKX | T. Rowe Price Retirement I 2045 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| TRPDX | T. Rowe Price Retirement I 2040 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| TRPJX | T. Rowe Price Retirement I 2035 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| TRPCX | T. Rowe Price Retirement I 2030 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| TRPHX | T. Rowe Price Retirement I 2025 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| TQVIX | T. Rowe Price QM US Value Equity I | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQVAX | T. Rowe Price QM US Value Equity Adv | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQMVX | T. Rowe Price QM US Value Equity | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQAIX | T. Rowe Price QM US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TQAAX | T. Rowe Price QM US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| PRDSX | T. Rowe Price QM US Small-Cap Gr Eq | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TQSIX | T. Rowe Price QM US Sm&Md-Cp Cor Eq I | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQSMX | T. Rowe Price QM US Sm&Md-Cp Cor Eq | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQGIX | T. Rowe Price QM Global Equity I | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TQGAX | T. Rowe Price QM Global Equity Advisor | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TQGEX | T. Rowe Price QM Global Equity | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TRUZX | T. Rowe Price New Horizons Z | 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 |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RPICX | T. Rowe Price Inst Intl Disciplined Eq | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Consumer Defensive |
| TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
| PAFGX | T. Rowe Price Global Allocation Advisor | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
| RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
| PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
| PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 15 | 12 | 10 | 21 | X | Mid-Cap Blend |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 12 | 9 | 11 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TRZDX | T. Rowe Price Dividend Growth Z | 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 |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
| TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| NZRO | Strategy Shares Halt Climate Change ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | V | Large Growth |
| FSCFX | Strategic Advisers® Small-Mid Cap | Owns companies we recommend for divestment | 15 | 13 | 12 | 22 | X | Small Blend |
| FALCX | Strategic Advisers® Large Cap | Owns companies we recommend for divestment | 26 | 31 | 36 | 47 | X | Large Blend |
| FSAMX | Strategic Advisers® Emerging Markets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Blend |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Growth |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SSPSX | State Street Instl Premier Growth Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| SSPGX | State Street Instl Premier Growth Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 39 | 11 | 70 | 15 | X | Foreign Large Blend |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 16 | 21 | V | Large Blend |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Small Blend |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Large Blend |
| XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Technology |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 8 | 0 | 8 | X | Financial |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 12 | 4 | 23 | 19 | X | Mid-Cap Growth |
| SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Infrastructure |
| FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 12 | X | Technology |
| XWEB | SPDR® S&P Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Technology |
| GWX | SPDR® S&P International Small Cap ETF | Owns companies we recommend for divestment | 12 | 2 | 19 | 1 | X | Foreign Small/Mid Blend |
| DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| KIE | SPDR® S&P Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Health |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| GII | SPDR® S&P Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Global Large-Stock Value |
| EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Mid-Cap Value |
| GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| KCE | SPDR® S&P Capital Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 8 | 1 | 7 | 8 | X | Industrials |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| SLY | SPDR® S&P 600 Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 14 | 20 | 26 | 31 | X | Large Blend |
| SPY | SPDR® S&P 500 ETF Trust | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Value |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 36 | 47 | X | Large Growth |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
| ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 26 | 33 | 42 | X | Mid-Cap Blend |
| ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 7 | 3 | 6 | 10 | X | Mid-Cap Value |
| SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| SPYD | SPDR® Portfolio S&P 500 High Div ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 9 | X | Large Value |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| SPLG | SPDR® Portfolio S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPMD | SPDR® Portfolio S&P 400 Mid Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 23 | 24 | 47 | 36 | X | Global Large-Stock Blend |
| SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 16 | 8 | X | Europe Stock |
| SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 43 | 14 | X | Foreign Large Blend |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Blend |
| XNTK | SPDR® NYSE Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 5 | X | Technology |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 28 | 30 | 47 | 43 | X | Global Large-Stock Blend |
| QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 18 | 23 | 30 | 36 | X | Large Blend |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 15 | 22 | V | Large Blend |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 11 | 6 | 21 | 12 | X | Foreign Large Blend |
| EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 7 | 20 | 11 | X | Foreign Large Blend |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 15 | 23 | 28 | 37 | V | Global Large-Stock Blend |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 9 | X | Industrials |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| FEZ | SPDR® EURO STOXX 50 ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Europe Stock |
| RWR | SPDR® Dow Jones REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWX | SPDR® Dow Jones International RelEst ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| RWO | SPDR® Dow Jones Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 5 | 9 | 13 | 20 | V | Large Growth |
| REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| RDMX | SPDR Blmbrg SASB DM Ex US ESG Slct ETF | Owns companies we recommend for divestment | 5 | 4 | 16 | 9 | V | Foreign Large Blend |
| ENRG | SoFi Smart Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 2 | V | Mid-Cap Growth |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| NDXKX | Shelton Nasdaq-100 Index K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| NASDX | Shelton Nasdaq-100 Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| NQQQX | Shelton Nasdaq-100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| SISLX | Shelton International Select Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| SISEX | Shelton International Select Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| EMSLX | Shelton Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMSQX | Shelton Emerging Markets Institutiona | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 10 | 6 | 13 | 7 | X | Foreign Large Blend |
| SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 15 | 17 | X | Large Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
| STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
| SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
| SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 8 | 9 | 4 | 11 | X | Small Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 5 | 9 | X | Small Blend |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Foreign Large Blend |
| SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 22 | 19 | X | Large Blend |
| SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 9 | 19 | 27 | 25 | X | Large Blend |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Blend |
| SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SDYAX | SEI Dynamic Asset Allocation F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SDLAX | SEI Dynamic Asset Allocation A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 13 | 25 | 26 | 31 | X | Large Blend |
| WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Foreign Large Blend |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Small Blend |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 12 | 7 | 7 | 13 | X | Mid-Cap Blend |
| SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 16 | 18 | 21 | 27 | X | Large Value |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 6 | 11 | 11 | X | Large Growth |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 20 | 24 | 32 | 38 | X | Large Blend |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Large Value |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 33 | 39 | 53 | X | Large Blend |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 33 | 34 | 42 | 54 | X | Large Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Small Blend |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| LGILX | Schwab Select Large Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 11 | 3 | 19 | 0 | X | Foreign Small/Mid Blend |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 17 | 3 | 29 | 8 | X | Foreign Large Growth |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 24 | 7 | 40 | 13 | X | Foreign Large Blend |
| SCHY | Schwab International Dividend Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
| FNDA | Schwab Fundamental US Small Company ETF | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
| SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 22 | 26 | 28 | 41 | X | Large Value |
| FNDX | Schwab Fundamental US Large Company ETF | Owns companies we recommend for divestment | 22 | 25 | 28 | 41 | X | Large Value |
| FNDB | Schwab Fundamental US Broad Market ETF | Owns companies we recommend for divestment | 28 | 32 | 36 | 50 | X | Large Value |
| FNDC | Schwab Fundamental Intl Sm Co ETF | Owns companies we recommend for divestment | 17 | 3 | 22 | 1 | X | Foreign Small/Mid Value |
| FNDF | Schwab Fundamental Intl Lg Co ETF | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Global Real Estate |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SFILX | Schwab Fdmtl Intl Sm Co Idx | Owns companies we recommend for divestment | 17 | 3 | 21 | 1 | X | Foreign Small/Mid Value |
| SFNNX | Schwab Fdmtl Intl Lg Co Idx | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
| SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 6 | 8 | 11 | X | Large Value |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 1 | 6 | 6 | 8 | X | Large Blend |
| SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
| REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
| XLRE | Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RRSVX | RBC Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RSVIX | RBC Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RBVAX | RBC Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RBRCX | RBC Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| RCSIX | RBC Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| TEEAX | RBC Small Cap Core A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| RMVIX | RBC Microcap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| TMVAX | RBC Microcap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RIORX | RBC International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RIOIX | RBC International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RIOAX | RBC International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RGORX | RBC Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGOIX | RBC Global Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGPAX | RBC Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| RGLIX | RBC Global Equity Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| RGELX | RBC Global Equity Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNOBX | Putnam Sustainable Leaders B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PMVBX | Putnam Sustainable Future B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PNSBX | Putnam Small Cap Growth B | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PRFBX | Putnam Research B | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 6 | V | Foreign Large Blend |
| PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| PEIYX | Putnam Large Cap Value Y | 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 |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PNGYX | Putnam International Value Y | 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 |
| PIIRX | Putnam International Value R | 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 |
| PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVBX | Putnam International Equity B | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PVNBX | Putnam International Capital Opp B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PGOYX | Putnam Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| PGOEX | Putnam Growth Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| PGODX | Putnam Growth Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| PGORX | Putnam Growth Opportunities R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| POGCX | Putnam Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| POGBX | Putnam Growth Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| POGAX | Putnam Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| PGTYX | Putnam Global Technology Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PTTEX | Putnam Global Technology R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PGTRX | Putnam Global Technology R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PGTDX | Putnam Global Technology C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PGTAX | Putnam Global Technology A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSBX | Putnam Global Health Care B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Value |
| PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Growth |
| PEQYX | Putnam Focused International Equity Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PGLEX | Putnam Focused International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PGLRX | Putnam Focused International Equity R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PUGCX | Putnam Focused International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PEQBX | Putnam Focused International Equity B | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PEQUX | Putnam Focused International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PGILX | Putnam Focused Equity Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PGWTX | Putnam Focused Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PGIOX | Putnam Focused Equity R | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PGIEX | Putnam Focused Equity C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PGIVX | Putnam Focused Equity B | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PGIAX | Putnam Focused Equity A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| PEMYX | Putnam Emerging Markets Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEMQX | Putnam Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEMLX | Putnam Emerging Markets Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEMZX | Putnam Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEMBX | Putnam Emerging Markets Equity B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEMMX | Putnam Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PAEBX | Putnam Dynamic Asset Allocation Gr B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--70% to 85% Equity |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 30 | 29 | X | Large Blend |
| PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PABBX | Putnam Dynamic Asset Allocation Bal B | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 18 | 19 | 34 | 30 | X | Allocation--50% to 70% Equity |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
| PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
| SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 14 | 20 | 25 | 31 | X | Large Blend |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| PLTL | Principal US Small-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
| PSC | Principal US Small Cap Mlt-Fac ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
| USMC | Principal US Mega-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 6 | 9 | X | Large Blend |
| PLRG | Principal US Large-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 14 | 19 | 25 | 29 | X | Large Blend |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSTWX | Principal SmallCap Value II R4 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PCPTX | Principal SmallCap Value II R1 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSBPX | Principal SmallCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSBSX | Principal SmallCap R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSBMX | Principal SmallCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSABX | Principal SmallCap R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSMLX | Principal SmallCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSBJX | Principal SmallCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSLIX | Principal SmallCap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PSMCX | Principal SmallCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PLLAX | Principal SmallCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSMHX | Principal Small-MidCap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| PMDHX | Principal Small-MidCap Dividend Inc R-6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRETX | Principal Real Estate Securities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRAEX | Principal Real Estate Securities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PFRSX | Principal Real Estate Securities Fd R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PSET | Principal Quality ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 8 | X | Large Blend |
| PINUX | Principal Overseas R4 | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
| PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
| PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | X | Foreign Large Value |
| POEFX | Principal Origin Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POEIX | Principal Origin Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POEYX | Principal Origin Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GENY | Principal Millennial Global Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | X | Global Large-Stock Growth |
| PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PABWX | Principal MidCap Value I R4 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PLASX | Principal MidCap Value I R1 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PCMSX | Principal MidCap Value I R-6 | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMFSX | Principal MidCap S&P 400 Index R4 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMSSX | Principal MidCap S&P 400 Index R1 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMAPX | Principal MidCap S&P 400 Index R-6 | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| PMBPX | Principal MidCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PMBSX | Principal MidCap R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PMBMX | Principal MidCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PMSBX | Principal MidCap R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PMAQX | Principal MidCap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PMBJX | Principal MidCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PCBIX | Principal MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PIPPX | Principal MidCap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PMSGX | Principal MidCap Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PPQSX | Principal MidCap Growth III R4 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PHASX | Principal MidCap Growth III R1 | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 6 | 3 | 6 | 9 | X | Mid-Cap Growth |
| PMBCX | Principal MidCap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEMGX | Principal MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PPUSX | Principal LargeCap Growth I R4 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PCRSX | Principal LargeCap Growth I R1 | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 6 | 18 | 19 | X | Large Growth |
| PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PPSSX | Principal Large Cap Value III R4 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PESAX | Principal Large Cap Value III R1 | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 22 | 25 | 28 | 39 | X | Large Value |
| PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLFSX | Principal Large Cap S&P 500 Index R4 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLPIX | Principal Large Cap S&P 500 Index R1 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLICX | Principal Large Cap S&P 500 Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PXUS | Principal Intl Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 13 | 7 | 23 | 13 | X | Foreign Large Blend |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PFISX | Principal International Small CompanyR-6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PTPPX | Principal International I R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PUPPX | Principal International I R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRPPX | Principal International I R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PPISX | Principal International I R1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIDX | Principal International I R-6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINIX | Principal International I Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| PIIPX | Principal International Equity Index R4 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| PILIX | Principal International Equity Index R1 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| PFIEX | Principal International Equity Index R-6 | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| PIDIX | Principal International Eq Index Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| BTEC | Principal Healthcare Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRVX | Principal Global Real Estate Sec R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PEPSX | Principal Glb Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PESSX | Principal Glb Emerging Markets R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEAPX | Principal Glb Emerging Markets R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIXEX | Principal Glb Emerging Markets R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIIMX | Principal Glb Emerging Markets R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIEJX | Principal Glb Emerging Markets J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIEIX | Principal Glb Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRIAX | Principal Glb Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEIPX | Principal Equity Income R4 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PIEMX | Principal Equity Income R1 | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 5 | 1 | 5 | X | Large Value |
| PEDMX | Principal Edge MidCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PEDGX | Principal Edge MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PEMCX | Principal Edge MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PDARX | Principal Diversified Real Asset R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
| PGDRX | Principal Diversified Real Asset R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
| PDRDX | Principal Diversified Real Asset Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
| PRDAX | Principal Diversified Real Asset A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Allocation |
| PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PDIFX | Principal Diversified International R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PGBFX | Principal Blue Chip R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PGBHX | Principal Blue Chip R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
| MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | V | Small Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 6 | 5 | 14 | 9 | V | Foreign Large Blend |
| MMDEX | Praxis Growth Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | V | Large Growth |
| MGNDX | Praxis Growth Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 10 | V | Large Growth |
| POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
| POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PSUYX | Pioneer Global Sustainable Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| GBVCX | Pioneer Global Sustainable Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| PGSVX | Pioneer Global Sustainable Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| SUGYX | Pioneer Global Sustainable Growth Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGCX | Pioneer Global Sustainable Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGAX | Pioneer Global Sustainable Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| PGSYX | Pioneer Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PRGEX | Pioneer Global Sustainable Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PGEKX | Pioneer Global Sustainable Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| GCSLX | Pioneer Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| GLOSX | Pioneer Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | V | Global Large-Stock Value |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 19 | 27 | 32 | X | Large Value |
| MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 14 | 3 | 23 | 8 | X | Foreign Large Blend |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| PKAIX | PIMCO RAE US Instl | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
| PKAPX | PIMCO RAE US I-2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
| PKAAX | PIMCO RAE US A | Owns companies we recommend for divestment | 1 | 4 | 5 | 2 | X | Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| PARWX | Parnassus Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Value |
| PFPWX | Parnassus Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | V | Large Value |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
| PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Growth |
| PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
| PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 6 | V | Large Blend |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
| OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
| OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 5 | 5 | 1 | 6 | X | Small Value |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 6 | 9 | 12 | 16 | X | Large Value |
| OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
| OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
| OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 8 | X | Large Growth |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Value |
| OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 |
