| Allspring Factor Enhanced Em Mkt Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Tactical Allocation |
| JHFunds2 Science & Technology NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Intl Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford US Equity Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| JNL/Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/GQG Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/Harris Oakmark Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Global Large-Stock Value |
| JNL/Heitman US Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Heitman US Focused Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Consumer Discretionary Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Materials Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Mellon Nasdaq® 100 Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Nasdaq® 100 Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| JNL/WCM China Quality Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WCM China Quality Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WCM Focused International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| Neuberger Berman AMT Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| Neuberger Berman AMT Intl Eq Portl S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 6 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 2 | 6 | V | Large Blend |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Global Large-Stock Blend |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Large-Stock Blend |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Global Large-Stock Value |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Growth |
| JHancock Small Cap Core NAV | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| JHancock Small Cap Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JHancock U.S. Growth NAV | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| JHFunds2 Health Sciences NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Health |
| JNL/BlackRock Global Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Healthcare Sector A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Health |
| JNL/Mellon Healthcare Sector I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Health |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 1 | 6 | 5 | 8 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 1 | 6 | 5 | 8 | X | Large Blend |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| US Vegan Climate ETF | Owns companies we recommend for divestment | 1 | 7 | 9 | 14 | V | Large Blend |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Global Large-Stock Value |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 2 | 5 | 6 | 8 | X | Global Large-Stock Growth |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Blend |
| Janus Henderson VIT Research Svc | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Growth |
| JH Adaptive Rsk Mgd U.S EqPort-Svc | Owns companies we recommend for divestment | 2 | 6 | 8 | 8 | X | Large Value |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 2 | 8 | 8 | 9 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 2 | 8 | 8 | 9 | X | Large Blend |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Blend |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Blend |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 2 | 9 | 9 | 14 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 2 | 9 | 9 | 14 | V | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 8 | X | Large Growth |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 7 | 8 | X | Large Growth |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 3 | 7 | 6 | 12 | X | Allocation--50% to 70% Equity |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 3 | 8 | 0 | 7 | X | Financial |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JPMorgan Insurance Tr Mid Cap Value 1 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 4 | 3 | 8 | 10 | X | Large Blend |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Global Large-Stock Value |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 4 | 5 | 10 | 8 | X | Large Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 4 | 10 | 11 | 13 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 4 | 10 | 11 | 13 | X | Large Value |
| JNL/WMC Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| JPMorgan Insurance Tr Small Cap Core 1 | Owns companies we recommend for divestment | 4 | 5 | 4 | 7 | X | Small Blend |
| JPMorgan Insurance Tr Small Cap Core 2 | Owns companies we recommend for divestment | 4 | 5 | 4 | 7 | X | Small Blend |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 3 | 6 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 3 | 6 | X | Mid-Cap Value |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 6 | 4 | 9 | 8 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 6 | 4 | 9 | 8 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 6 | 2 | 8 | 10 | X | Technology |
| JPMorgan Insurance Tr US Equity 1 | Owns companies we recommend for divestment | 6 | 9 | 11 | 17 | X | Large Blend |
| JPMorgan Insurance Tr US Equity 2 | Owns companies we recommend for divestment | 6 | 9 | 11 | 17 | X | Large Blend |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Small Blend |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 7 | 10 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 7 | 5 | 1 | 8 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 7 | 5 | 1 | 8 | X | Small Growth |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 7 | 12 | 14 | X | Small Blend |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 11 | 16 | 25 | 25 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 16 | 25 | 25 | X | Allocation--50% to 70% Equity |
| Allspring Factor Enhanced Intern Eq | Owns companies we recommend for divestment | 12 | 7 | 21 | 12 | X | Foreign Large Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 12 | 7 | 9 | 19 | X | Small Value |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 12 | 7 | 9 | 19 | X | Small Value |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 14 | 7 | 30 | 12 | X | Foreign Large Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 14 | 4 | 11 | 15 | X | Industrials |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 16 | 32 | 26 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 16 | 32 | 26 | X | Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 17 | 15 | 23 | 24 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 17 | 15 | 23 | 24 | X | Large Value |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 18 | 17 | 36 | 27 | X | Allocation--50% to 70% Equity |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 18 | 17 | 36 | 27 | X | Allocation--70% to 85% Equity |
| Allspring Factor Enhanced Lrg Cp Eq | Owns companies we recommend for divestment | 20 | 23 | 31 | 36 | X | Large Blend |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 9 | 34 | 16 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 9 | 34 | 16 | X | Foreign Large Blend |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 25 | 28 | 37 | 46 | X | Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 28 | 30 | 40 | 50 | X | Large Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 31 | 28 | 56 | 47 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 31 | 28 | 56 | 47 | X | Global Large-Stock Blend |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 18 | 17 | 36 | 27 | X | Allocation--50% to 70% Equity |
| AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2030 |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2035 |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 32 | 37 | 42 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2045 |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2065+ |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | V | Mid-Cap Blend |
| AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| ABASX | AB Discovery Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABCSX | AB Discovery Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 7 | 12 | V | Allocation--50% to 70% Equity |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 7 | 12 | V | Allocation--50% to 70% Equity |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| ABKEX | AB Emerging Markets Multi-Asset K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| ABREX | AB Emerging Markets Multi-Asset R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABSKX | AB Discovery Value K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABSRX | AB Discovery Value R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABVAX | AB Value A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABVCX | AB Value C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABVIX | AB Value I | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABVKX | AB Value K | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABVRX | AB Value R | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABVYX | AB Value Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Value |
| ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 6 | 14 | 10 | 17 | X | Allocation--50% to 70% Equity |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABYSX | AB Discovery Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACADX | American Century Emerging Markets G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACDFX | American Century Disciplined Growth G | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACECX | American Century Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEDX | American Century Equity Growth G | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| ACEHX | Invesco Exchange | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Allocation--70% to 85% Equity |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Allocation--70% to 85% Equity |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Allocation--70% to 85% Equity |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Allocation--70% to 85% Equity |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Allocation--70% to 85% Equity |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Value |
| ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 2 | 5 | 6 | 8 | X | Large Value |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Foreign Large Value |
| ACWF | iShares MSCI Global Multifactor ETF | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Global Large-Stock Blend |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 33 | 29 | 58 | 48 | X | Global Large-Stock Blend |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | V | Mid-Cap Blend |
| ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 15 | 7 | 29 | 13 | X | Foreign Large Blend |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ADRE | Invesco BLDRS Emerging Markets 50 ADR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEDAX | Invesco EQV European Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| AEDCX | Invesco EQV European Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| AEDMX | American Century Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEDRX | Invesco EQV European Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| AEDYX | Invesco EQV European Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| AEGMX | American Century Emerging Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEGSX | Invesco EQV European Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | V | Small Growth |
| AEMGX | Acadian Emerging Markets Investor | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AEMMX | American Century Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AEMZX | Acadian Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | X | Large Value |
| AEYMX | American Century Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| AFCGX | American Century Focused Intl Gr G | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCLX | American Century Focused Intl Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCSX | American Century Focused Intl Gr I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Foreign Large Growth |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 9 | 12 | 16 | 16 | X | Large Blend |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Blend |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Blend |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGGAX | Invesco Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| AGGCX | Invesco Global Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGGFX | Invesco Global Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGYX | Invesco Global Growth Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Miscellaneous Sector |
| AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| AIECX | Invesco EQV International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AIERX | Invesco EQV International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AIEVX | Invesco EQV International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AIIEX | Invesco EQV International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AIIYX | Invesco EQV International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Technology |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Large Value |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Value |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | V | Mid-Cap Blend |
| AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| ALEAX | Alger Weatherbie Enduring Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALECX | Alger Weatherbie Enduring Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEIX | Alger Weatherbie Enduring Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEYX | Alger Weatherbie Enduring Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALEZX | Alger Weatherbie Enduring Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Value |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AMAHX | American Century Small Cap Dividend A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
| AMKIX | American Century Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 4 | 7 | 13 | 9 | X | Global Large-Stock Blend |
| AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANTMX | American Century Intl Sm-Md Cp G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 8 | 8 | 11 | V | Allocation--50% to 70% Equity |
| APDDX | Artisan Global Discovery Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Growth |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Global Large-Stock Growth |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 5 | 3 | 7 | X | Foreign Large Growth |
| APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
| APDMX | Artisan Mid Cap Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Blend |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Large Growth |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Large Value |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APFDX | Artisan Global Discovery Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Growth |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Large Value |
| APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| APHDX | Artisan Global Discovery Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Growth |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Global Large-Stock Growth |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 2 | 5 | 3 | 7 | X | Foreign Large Growth |
| APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
| APHMX | Artisan Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Blend |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Large Growth |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Large Value |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APPIX | Appleseed Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Allocation |
| APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Allocation--50% to 70% Equity |
| APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | V | Mid-Cap Blend |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Large Blend |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARKF | ARK Fintech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARKK | ARK Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Global Large-Stock Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 5 | 3 | 7 | X | Foreign Large Growth |
| ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
| ARTMX | Artisan Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Blend |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Large Growth |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 5 | 4 | 11 | 11 | X | Large Growth |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 5 | 4 | 11 | 11 | X | Large Growth |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| 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 |
| 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 |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| ATHAX | American Century Heritage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
| ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUIKX | AB Equity Income K | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUIRX | AB Equity Income R | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| AUSAX | Columbia Acorn USA Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Growth |
| AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 9 | 9 | X | Mid-Cap Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 23 | 10 | 36 | 13 | V | Foreign Large Blend |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 26 | 40 | V | Large Blend |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| AWAKX | AB Wealth Appreciation Strategy K | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| AWARX | AB Wealth Appreciation Strategy R | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWSAX | Invesco Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSCX | Invesco Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 10 | 13 | 17 | 22 | X | Large Blend |
| AWSIX | Invesco Global Core Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSRX | Invesco Global Core Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSSX | Invesco Global Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| AWSYX | Invesco Global Core Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Global Large-Stock Blend |
| 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 |
| 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 |
| 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 |
| 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 |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 8 | 8 | 11 | V | Allocation--50% to 70% Equity |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Global Large-Stock Value |
| BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| BADAX | Brown Advisory Equity Income Adv | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 2 | 8 | 7 | 9 | X | Large Blend |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BAFDX | Brown Advisory Equity Income Inst | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 31 | 33 | 39 | 53 | X | Large Blend |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Europe Stock |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 9 | 9 | 18 | 21 | X | Large Growth |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 9 | 8 | 10 | 16 | X | Mid-Cap Growth |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 14 | 7 | 24 | 13 | X | Foreign Large Blend |
| BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 25 | 12 | X | Foreign Large Blend |
| BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 8 | 7 | 5 | 11 | X | Mid-Cap Blend |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 4 | 4 | 3 | 7 | X | Small Blend |
| BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 17 | 21 | 30 | 34 | X | Large Blend |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 25 | 26 | 31 | 43 | X | Large Value |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 17 | 17 | 27 | X | Mid-Cap Value |
| BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Large Blend |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Global Large-Stock Value |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 8 | 1 | 10 | 1 | X | Foreign Large Blend |
| BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 8 | 1 | 10 | 1 | X | Foreign Large Blend |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 8 | 7 | 7 | 11 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 8 | 7 | 7 | 11 | X | Small Blend |
| BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 15 | 7 | 30 | 13 | X | Foreign Large Blend |
| BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 15 | 7 | 30 | 13 | X | Foreign Large Blend |
| BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 15 | 7 | 30 | 13 | X | Foreign Large Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Blend |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Blend |
| BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Blend |
| BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Global Large-Stock Value |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 6 | 7 | 8 | 14 | X | Large Blend |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Growth |
| BFTR | BlackRock Future Innovators ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 2 | 9 | 9 | 13 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 1 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 7 | 5 | 14 | 11 | X | Foreign Large Blend |
| BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BGSKX | Baillie Gifford Global Stwdsp Eqs K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
| BGSRX | BlackRock Technology Opportunities R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BGSSX | Baillie Gifford Global Stwdsp Eqs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Growth |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BIADX | Brown Advisory Equity Income Inv | Owns companies we recommend for divestment | 1 | 3 | 2 | 5 | X | Large Blend |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Europe Stock |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Global Large-Stock Value |
| BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| BIBL | Inspire 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Large Blend |
| BICK | First Trust BICK ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 2 | 8 | 7 | 9 | X | Large Blend |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 2 | 9 | 9 | 13 | X | Global Large-Stock Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 1 | 8 | 7 | 8 | X | Global Large-Stock Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 8 | 9 | 9 | 13 | X | Large Value |
| BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 2 | 15 | 15 | 15 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 2 | 15 | 15 | 15 | V | Large Blend |
| BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 2 | 15 | 15 | 15 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 2 | 15 | 15 | 15 | V | Large Blend |
| BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 31 | 33 | 39 | 53 | X | Large Blend |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Global Large-Stock Value |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 8 | 1 | 10 | 1 | X | Foreign Large Blend |
| BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 2 | 8 | 7 | 9 | X | Large Blend |
| BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 31 | 33 | 39 | 53 | X | Large Blend |
| BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | V | Global Large-Stock Blend |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 4 | 7 | 14 | 13 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 4 | 7 | 14 | 13 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 4 | 7 | 14 | 13 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 4 | 7 | 14 | 13 | X | Large Growth |
| BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| 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 |
| 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 |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BOTZ | Global X Robotics & Artfcl Intllgnc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Miscellaneous Sector |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | V | Global Large-Stock Blend |
| BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 24 | 27 | 33 | 43 | X | Large Blend |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 24 | 27 | 33 | 43 | X | Large Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 24 | 27 | 33 | 43 | X | Large Blend |
| BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 15 | 11 | 12 | 20 | X | Mid-Cap Blend |
| BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 15 | 11 | 12 | 20 | X | Mid-Cap Blend |
| BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 15 | 11 | 12 | 20 | X | Mid-Cap Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 7 | 5 | 14 | 11 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 7 | 5 | 14 | 11 | X | Foreign Large Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 7 | 5 | 14 | 11 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 7 | 5 | 14 | 11 | X | Foreign Large Blend |
| BRSBX | MFS Blended Research Small Cap Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSDX | MFS Blended Research Small Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSHX | MFS Blended Research Small Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSJX | MFS Blended Research Small Cap Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 11 | 15 | X | Large Value |
| BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Large Growth |
| BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | V | Foreign Large Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | V | Foreign Large Blend |
| BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BSEA | ETFMG Breakwave Sea Dcrbnztn Tch ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Small Growth |
| BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 18 | 14 | 14 | 22 | X | Small Blend |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 18 | 14 | 14 | 22 | X | Small Blend |
| BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 18 | 14 | 14 | 22 | X | Small Blend |
| BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 7 | 6 | 8 | V | Allocation--70% to 85% Equity |
| BTEC | Principal Healthcare Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 8 | 6 | 9 | V | Large Blend |
| BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| BTEKX | BlackRock Technology Opportunities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Technology |
| BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 1 | 7 | 6 | 7 | X | Large Growth |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 12 | 6 | 23 | 12 | X | Foreign Large Blend |
| BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 12 | 6 | 23 | 12 | X | Foreign Large Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| BULIX | American Century Utilities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 9 | X | Large Growth |
| BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Value |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Large Blend |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CABGX | Multi-Manager Growth Strategies Inst 3 | Owns companies we recommend for divestment | 5 | 5 | 10 | 10 | X | Large Growth |
| CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CACG | ClearBridge All Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Large Growth |
| CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Growth |
| CAGSX | Calamos Global Sustainable Equities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 6 | V | Global Large-Stock Blend |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CAREX | Domini Sustainable Solutions Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Consumer Cyclical |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 6 | 18 | 20 | 23 | X | Large Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 14 | 24 | 24 | 30 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 14 | 24 | 24 | 30 | X | Large Blend |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 6 | 2 | 7 | V | Allocation--50% to 70% Equity |
| CBALX | Columbia Balanced Inst | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 6 | 2 | 7 | V | Allocation--50% to 70% Equity |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBBKX | AB Relative Value K | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBBRX | AB Relative Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| CBDRX | Columbia Balanced Adv | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBDYX | Columbia Balanced Inst3 | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 8 | 8 | 15 | 18 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 8 | 8 | 15 | 18 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 8 | 8 | 15 | 18 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 8 | 8 | 15 | 18 | X | Global Allocation |
| CBISX | ClearBridge International Sm Cap IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| CBLAX | Columbia Balanced A | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBLCX | Columbia Balanced C | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBLRX | Columbia Balanced R | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 4 | X | Large Value |
| CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 8 | 8 | 11 | V | Allocation--50% to 70% Equity |
| CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| CBSE | Changebridge Capital Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | V | Small Growth |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Large Blend |
| CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 1 | 3 | 8 | 4 | X | Large Value |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 8 | 12 | 9 | X | Large Blend |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2030 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2035 |
| CCGRX | Columbia Large Cap Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 32 | 37 | 42 | X | Target-Date 2040 |
| CCHRX | Columbia Seligman Global Tech Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2045 |
| CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2050 |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2055 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2060 |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 22 | 27 | 36 | 37 | X | Target-Date 2065+ |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Large Blend |
| CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Large Blend |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Large Blend |
| CCTRX | Columbia Small Cap Value II R | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 9 | 8 | 10 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | 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 |
| CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 2 | 5 | 6 | 8 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 8 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 8 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 4 | 8 | 12 | 9 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 8 | 12 | 9 | X | Large Blend |
| CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Foreign Large Growth |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Global Large-Stock Value |
| CEY | VictoryShares Em Mkt Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 14 | 21 | 25 | 33 | X | Large Blend |
| CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | V | Large Blend |
| CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 3 | 10 | 9 | 11 | X | Global Large-Stock Value |
| CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 10 | 12 | 19 | 20 | X | Large Blend |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Allocation--50% to 70% Equity |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
| CGCAX | Cushing® Global Clean Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCNX | Cushing® Global Clean Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCSX | Calamos Global Sustainable Equities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 6 | V | Global Large-Stock Blend |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 4 | 5 | 3 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 4 | 5 | 3 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 4 | 5 | 3 | X | Foreign Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CGOYX | Columbia Global Opportunities Inst3 | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Global Allocation |
| CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| CGQRX | Columbia Disciplined Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Value |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Value |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Value |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Value |
| CGSIX | Calamos Global Sustainable Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 6 | V | Global Large-Stock Blend |
| CGSOX | Calamos Global Sustainable Equities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 6 | V | Global Large-Stock Blend |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Global Large-Stock Blend |
| CGW | Invesco S&P Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCKX | AB Discovery Growth K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCRX | AB Discovery Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHGX | AXS Change Finance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 8 | V | Large Blend |
| CHHRX | Columbia Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | X | Large Blend |
| CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 10 | 16 | 18 | X | Large Blend |
| CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| CIEEX | Multi-Manager Intl Eq Strats Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Foreign Large Blend |
| CIESX | Calvert International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 4 | 5 | 3 | X | Foreign Large Blend |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 16 | 10 | X | Foreign Large Blend |
| CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIRC | JPMorgan Sustainable Consumption ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Global Large-Stock Blend |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 9 | 9 | 10 | 15 | X | Global Allocation |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 13 | 16 | 20 | X | Allocation--50% to 70% Equity |
| CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
| CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 4 | 8 | 12 | 9 | X | Large Blend |
| CLNR | IQ Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | V | Industrials |
| CLNRX | Columbia Global Opportunities Inst2 | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Global Allocation |
| CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CLOU | Global X Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Technology |
| CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Large Blend |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| CLREX | Columbia Balanced Inst2 | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Allocation--50% to 70% Equity |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CLSRX | Columbia Select Large Cap Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Large Blend |
| CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CLURX | Columbia Small Cap Value II Adv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 7 | 7 | 7 | 10 | X | Mid-Cap Blend |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Foreign Large Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 10 | 10 | 12 | 17 | X | Large Value |
| CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Large Blend |
| CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 4 | 7 | 14 | 13 | X | Large Growth |
| CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 8 | 11 | 15 | 16 | X | Global Large-Stock Growth |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 10 | 18 | 16 | X | Global Large-Stock Growth |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Equity Energy |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 7 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 7 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 7 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 7 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Large Blend |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Value |
| COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Value |
| COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Value |
| COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 9 | 11 | X | Large Blend |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSCX | Columbia Overseas Core C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Blend |
| COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| COVAX | Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| COVCX | Columbia Small Cap Value II C | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CPTUX | Invesco Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 7 | 7 | 7 | 10 | X | Mid-Cap Blend |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CQURX | Columbia Disciplined Growth Inst2 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 28 | 28 | 48 | 45 | V | Global Large-Stock Blend |
| CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CRISX | CRM Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| CRMSX | CRM Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| CRRRX | Columbia Small Cap Value II Inst2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRRYX | Columbia Small Cap Value II Inst3 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| CSARX | Columbia Global Opportunities R | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Global Allocation |
| CSAZX | Columbia Global Opportunities Inst | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Global Allocation |
| 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 |
| CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCLX | Multi-Manager Small Cap Eq Strat Inst 3 | Owns companies we recommend for divestment | 6 | 4 | 2 | 7 | X | Small Blend |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSDRX | Columbia Global Opportunities Adv | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Global Allocation |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 6 | 2 | 7 | V | Allocation--50% to 70% Equity |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Small Growth |
| CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CSGZX | Columbia Seligman Global Tech Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 6 | 2 | 7 | V | Allocation--50% to 70% Equity |
| CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 5 | 4 | 11 | 11 | X | Large Growth |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Global Small/Mid Stock |
| CSPRX | Columbia Select Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
| CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Technology |
| CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CTYRX | Columbia Global Technology Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 13 | 20 | 22 | 32 | X | Large Blend |
| CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 13 | 20 | 22 | 32 | X | Large Blend |
| CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 13 | 20 | 22 | 32 | X | Large Blend |
| CUSAX | Columbia Acorn USA Adv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Growth |
| CUSYX | Columbia Acorn USA Inst3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Growth |
| CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
| CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Value |
| CVSDX | Multi-Manager Value Strategies Inst 3 | Owns companies we recommend for divestment | 16 | 19 | 22 | 31 | X | Large Value |
| CVVRX | Columbia Small Cap Value I Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Value |
| CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 10 | 0 | 11 | X | Allocation--70% to 85% Equity |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 7 | 20 | 11 | X | Foreign Large Blend |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 9 | 12 | 19 | 21 | X | Global Large-Stock Blend |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 10 | 13 | 17 | 22 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 10 | 13 | 17 | 22 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 10 | 13 | 17 | 22 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 10 | 13 | 17 | 22 | X | Large Blend |
| CWVCX | Calvert International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CWVGX | Calvert International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CWVIX | Calvert International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| CYSRX | Columbia Acorn USA Inst2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Growth |
| CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 5 | 5 | 10 | 10 | X | Large Growth |
| CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 6 | 4 | 2 | 7 | X | Small Blend |
| CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 16 | 19 | 22 | 31 | X | Large Value |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 9 | 4 | 9 | 11 | V | Small Value |
| DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DCCAX | Delaware Small Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DCCCX | Delaware Small Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DCCIX | Delaware Small Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DCCRX | Delaware Small Cap Core R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DCZRX | Delaware Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 7 | 10 | 10 | 14 | X | Allocation--50% to 70% Equity |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 7 | 10 | 10 | 14 | X | Allocation--50% to 70% Equity |
| DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 7 | 10 | 10 | 14 | X | Allocation--50% to 70% Equity |
| DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 7 | 10 | 10 | 14 | X | Allocation--50% to 70% Equity |
| DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 9 | 1 | 12 | 0 | X | Foreign Small/Mid Value |
| DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 9 | 5 | 20 | 10 | X | Foreign Large Value |
| DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DEEVX | Delaware Smid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| DEF | Invesco Defensive Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Large Blend |
| DEGCX | Delaware Intl Value Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
| DEGIX | Delaware Intl Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 3 | 6 | 4 | 9 | V | Large Blend |
| DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DEMAX | Delaware Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMCX | Delaware Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DEMIX | Delaware Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMRX | Delaware Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMSX | DFA Emerging Markets Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
| DEMZX | Delaware Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEQIX | Delaware Intl Value Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
| DEQRX | Delaware Intl Value Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Value |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 8 | 0 | V | Diversified Emerging Mkts |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
| DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 7 | 12 | 9 | 14 | X | Global Large-Stock Value |
| DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 31 | 9 | 54 | 14 | X | Foreign Large Blend |
| DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 24 | 9 | 40 | 17 | X | Foreign Large Blend |
| DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 10 | 8 | 13 | 14 | X | Small Blend |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 13 | 9 | 10 | 15 | X | Small Value |
| DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 29 | 30 | 41 | 51 | X | Large Blend |
| DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 38 | 10 | 73 | 17 | X | Foreign Large Blend |
| DFBAX | Delaware Strategic Allocation A | Owns companies we recommend for divestment | 11 | 10 | 20 | 24 | X | Allocation--50% to 70% Equity |
| DFBCX | Delaware Strategic Allocation C | Owns companies we recommend for divestment | 11 | 10 | 20 | 24 | X | Allocation--50% to 70% Equity |
| DFBRX | Delaware Strategic Allocation R | Owns companies we recommend for divestment | 11 | 10 | 20 | 24 | X | Allocation--50% to 70% Equity |
| DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DFCIX | Delaware Smid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 17 | 0 | 26 | 0 | X | Europe Stock |
| DFDIX | Delaware Smid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Europe Stock |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
| DFEPX | DFA Emerging Markets Value R2 | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DFFIX | Delaware Strategic Allocation Ins | Owns companies we recommend for divestment | 11 | 10 | 20 | 24 | X | Allocation--50% to 70% Equity |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 33 | 9 | 57 | 15 | X | Foreign Large Blend |
| DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 38 | 13 | 66 | 17 | X | Foreign Large Blend |
| DFIPX | DFA International Value R2 | Owns companies we recommend for divestment | 7 | 6 | 15 | 8 | X | Foreign Large Value |
| DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 16 | 4 | 26 | 1 | X | Foreign Small/Mid Blend |
| DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 20 | 3 | 28 | 0 | X | Foreign Small/Mid Blend |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 7 | 6 | 16 | 9 | X | Foreign Large Value |
| DFIVX | DFA International Value I | Owns companies we recommend for divestment | 7 | 6 | 15 | 8 | X | Foreign Large Value |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 14 | 18 | 18 | 28 | X | Large Value |
| DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 29 | 31 | 41 | 51 | X | Large Blend |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFRIX | Delaware Smid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 3 | 3 | 7 | 6 | X | Small Blend |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 24 | 27 | 34 | 48 | V | Large Blend |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 29 | 11 | 55 | 18 | V | Foreign Large Blend |
| DFSRX | Delaware Select Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 8 | 12 | 14 | X | Small Blend |
| DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 8 | 5 | 9 | 8 | X | Small Value |
| DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 6 | 4 | 7 | 7 | X | Small Value |
| DFTPX | DFA US Targeted Value R2 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
| DFTVX | DFA US Targeted Value R1 | Owns companies we recommend for divestment | 9 | 6 | 10 | 10 | X | Small Value |
| DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 17 | 28 | 28 | 40 | X | Large Blend |
| DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
| DFUS | Dimensional US Equity ETF | Owns companies we recommend for divestment | 29 | 31 | 40 | 50 | X | Large Blend |
| DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 20 | 23 | 19 | 37 | X | Large Value |
| DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 14 | 18 | 18 | 28 | X | Large Value |
| DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 28 | 30 | 37 | 50 | X | Mid-Cap Value |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 7 | 6 | 15 | 8 | X | Foreign Large Value |
| DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 37 | 13 | 63 | 17 | X | Foreign Small/Mid Value |
| DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 39 | 13 | 73 | 17 | X | Foreign Large Blend |
| DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 10 | 6 | 25 | 8 | X | Foreign Large Value |
| DFZRX | Delaware Smid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| DGBCX | BNY Mellon Global Real Estate Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGGAX | Delaware International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DGGCX | Delaware International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DGGIX | Delaware International Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DGGRX | Delaware International Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 10 | 16 | 12 | 20 | X | Large Value |
| DGRRX | Delaware International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Blend |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 11 | 5 | 13 | 14 | X | Large Blend |
| DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 10 | 22 | 15 | X | Global Large-Stock Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 8 | X | Large Value |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DIEQX | Domini Impact Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 8 | 2 | 16 | 5 | X | Foreign Large Blend |
| DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 9 | 2 | 20 | 7 | X | Foreign Large Blend |
| DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 12 | 3 | 18 | 7 | X | Foreign Large Growth |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 7 | 0 | 7 | 4 | X | Foreign Small/Mid Value |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 10 | 3 | 15 | 1 | X | Foreign Small/Mid Growth |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 9 | 2 | 13 | 0 | X | Foreign Small/Mid Value |
| DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 13 | 2 | 14 | 0 | X | Foreign Small/Mid Value |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2050 |
| DIV | Global X SuperDividend™ US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Value |
| DIVB | iShares US Dividend and Buyback ETF | Owns companies we recommend for divestment | 11 | 18 | 22 | 26 | X | Large Value |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 4 | 17 | 8 | X | Foreign Large Blend |
| DIVRX | Delaware Intl Value Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Blend |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLMAX | Delaware Mid Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLMCX | Delaware Mid Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLMIX | Delaware Mid Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLMRX | Delaware Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
| DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 8 | 1 | 11 | 0 | X | Foreign Small/Mid Value |
| DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 3 | 5 | X | Mid-Cap Growth |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 6 | V | Foreign Large Blend |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 5 | 9 | 9 | X | Allocation--50% to 70% Equity |
| DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Foreign Large Value |
| DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Value |
| DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Global Large-Stock Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 2 | 4 | 12 | 7 | X | Foreign Large Value |
| DOMAX | Domini Impact International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Foreign Large Blend |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Foreign Large Blend |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Foreign Large Blend |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Foreign Large Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 9 | 5 | 3 | 11 | X | Mid-Cap Value |
| DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 5 | 9 | 9 | X | Allocation--50% to 70% Equity |
| DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Foreign Large Value |
| DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Value |
| DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Global Large-Stock Value |
| DRAKX | BNY Mellon Sustainable Balanced K | Owns companies we recommend for divestment | 1 | 8 | 7 | 14 | V | Allocation--50% to 70% Equity |
| DRASX | BNY Mellon Sustainable Balanced Service | Owns companies we recommend for divestment | 1 | 8 | 7 | 14 | V | Allocation--50% to 70% Equity |
| DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Miscellaneous Sector |
| DRLAX | BNY Mellon Global Real Estate Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Global Real Estate Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Global Real Estate Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Small Growth |
| DSCIX | Dana Epiphany ESG Small Cap Eq Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | V | Small Growth |
| DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 30 | 9 | 49 | 15 | X | Foreign Large Blend |
| DSEFX | Domini Impact Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DSEPX | Domini Impact Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DSFRX | Domini Impact Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
| DSGDX | Delaware Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGEX | Delaware Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGFX | Delaware Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSGGX | Delaware Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 15 | 18 | 16 | 27 | X | Large Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 3 | X | Foreign Large Value |
| DTOX | Amplify Cleaner Living ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Growth |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Large Value |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
| DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Blend |
| DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 3 | 7 | 9 | X | Large Growth |
| DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 19 | 23 | 29 | 37 | X | Large Blend |
| DVEAX | Delaware Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DVECX | Delaware Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DVLU | First Trust Dorsey Wright Momt & Val ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Large Blend |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DWAS | Invesco DWA SmallCap Momentum ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Small Growth |
| DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 8 | 5 | 18 | 11 | X | Foreign Large Value |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| DWPP | First Trust Dorsey Wrght People's Pt ETF | Owns companies we recommend for divestment | 16 | 20 | 27 | 33 | X | Large Blend |
| DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 21 | 2 | 35 | 0 | X | Foreign Small/Mid Value |
| DWX | SPDR® S&P International Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| DXGE | WisdomTree Germany Hedged Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| 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 |
| DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 13 | 17 | 25 | 25 | X | Large Blend |
| EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| EABRX | First Eagle Global Income Builder R5 | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
| EAFRX | First Eagle Fund of America R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Large Blend |
| EAGRX | First Eagle Global R4 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| EARFX | First Eagle Fund of America R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Large Blend |
| EARGX | First Eagle Global R3 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| EAROX | First Eagle Overseas R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| EARVX | First Eagle US Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 4 | 8 | X | Allocation--70% to 85% Equity |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
| EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| EAURX | First Eagle Gold R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EBIZ | Global X E-commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Consumer Cyclical |
| EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
| ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| 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 |
| EDOC | Global X Telemedicine & Digital Hlth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Pacific/Asia ex-Japan Stk |
| EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMO | Invesco S&P Emerging Markets Mom ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns no companies in our database | 0 | 0 | 0 | 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 |
| 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 |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Small Value |
| EETAX | Ecofin Global Energy Transition A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EETIX | Ecofin Global Energy Transition Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | 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 |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 7 | 4 | 11 | 8 | X | Foreign Large Growth |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large Value |
| EGINX | Invesco EQV European Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
| EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| EGOHX | Allspring Large Cap Core R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EGWCX | Allspring Discovery Small Cap Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EGWDX | Allspring Discovery Small Cap Gr Adm | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EGWRX | Allspring Discovery Small Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 26 | 2 | 33 | 2 | X | Miscellaneous Region |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EIVTX | Allspring Special Large Cap Value R | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| EKAR | Capital Link Glb GrnEyTrspt&TechLdrs ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 3 | V | Global Large-Stock Blend |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Allocation--70% to 85% Equity |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Allocation--70% to 85% Equity |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Allocation--70% to 85% Equity |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 3 | 2 | 1 | 6 | X | Allocation--70% to 85% Equity |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EKJRX | Allspring Premier Large Co Gr R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EKOAX | Allspring Discovery All Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
| EKOCX | Allspring Discovery All Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
| EKONX | Allspring Discovery All Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
| EKORX | Allspring Discovery All Cap Growth R | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Allocation--50% to 70% Equity |
| ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | X | Large Growth |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| ELMAX | VanEck Emerging Markets Leaders A | 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 |
| ELMYX | VanEck Emerging Markets Leaders 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 |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| EMEFX | Invesco Emerging Markets Select EquityR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGF | iShares MSCI Emerging Mkts Mltfctr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMIAX | Invesco Emerging Mkts Innovators A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIMX | Invesco Emerging Mkts Innovators R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIRX | Invesco Emerging Mkts Innovators R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIYX | Invesco Emerging Mkts Innovators Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EMMF | WisdomTree Emerging Markets Mltfctr | 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 |
| EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMVCX | Invesco Emerging Mkts Innovators C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMVIX | Invesco Emerging Mkts Innovators R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| EMXF | iShares ESG Advanced MSCI EM ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ENRG | SoFi Smart Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Miscellaneous Sector |
| ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Blend |
| ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Blend |
| ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Blend |
| ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EOMYX | Allspring Discovery All Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 5 | 8 | X | Large Growth |
| EPGAX | Fidelity Advisor® Equity Growth A | Owns companies we recommend for divestment | 6 | 3 | 8 | 8 | X | Large Growth |
| EPGCX | Fidelity Advisor® Equity Growth C | Owns companies we recommend for divestment | 6 | 3 | 8 | 8 | X | Large Growth |
| EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| EPRE | First Trust TCW ESG Premier Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Mid-Cap Growth |
| EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 14 | 21 | 22 | 31 | X | Large Blend |
| EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 25 | 27 | 33 | 43 | X | Mid-Cap Blend |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Value |
| EQPGX | Fidelity Advisor® Equity Growth I | Owns companies we recommend for divestment | 6 | 3 | 8 | 8 | X | Large Growth |
| EQPIX | Fidelity Advisor® Equity Income I | Owns companies we recommend for divestment | 7 | 10 | 8 | 12 | X | Large Value |
| EQUL | IQ Engender Equality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 6 | 9 | V | Large Value |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 12 | 19 | 18 | X | Large Value |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Miscellaneous Sector |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 11 | 15 | 14 | V | Large Blend |
| ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Large Blend |
| ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 9 | 5 | 17 | 11 | V | Foreign Large Blend |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 7 | 15 | 26 | 19 | V | Global Large-Stock Blend |
| ESGGX | Gabelli ESG AAA | Owns companies we recommend for divestment | 1 | 4 | 13 | 6 | V | Large Blend |
| ESGHX | Gabelli ESG A | Owns companies we recommend for divestment | 1 | 4 | 13 | 6 | V | Large Blend |
| ESGIX | Dana Epiphany ESG Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
| ESGJX | Gabelli ESG C | Owns companies we recommend for divestment | 1 | 4 | 13 | 6 | V | Large Blend |
| ESGKX | Gabelli ESG I | Owns companies we recommend for divestment | 1 | 4 | 13 | 6 | V | Large Blend |
| ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGN | Columbia Sustainable Intl Eq Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | V | Foreign Large Value |
| ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESGS | Columbia Sustainable US Equity Inc ETF | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | V | Large Value |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 8 | 14 | 19 | 21 | V | Large Blend |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 12 | 23 | 24 | 31 | V | Large Blend |
| ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 7 | V | Large Growth |
| ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | V | Small Blend |
| ESMAX | Invesco EQV Euro Small Company A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESMCX | Invesco EQV Euro Small Company C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 9 | 6 | 9 | 13 | V | Small Blend |
| ESMSX | Invesco EQV Euro Small Company R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 12 | V | Large Blend |
| ESMYX | Invesco EQV Euro Small Company Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPHX | Allspring Special Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| 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 |
| ETADX | Eventide Dividend Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETCDX | Eventide Dividend Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETHO | Etho Climate Leadership US ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | V | Mid-Cap Growth |
| ETIDX | Eventide Dividend Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETNDX | Eventide Dividend Opportunities N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Blend |
| ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | X | Europe Stock |
| EUFN | iShares MSCI Europe Financials ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Financial |
| EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 17 | 22 | 29 | 35 | X | Large Blend |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 12 | 12 | 16 | X | Large Blend |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| EWCO | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| EWGS | iShares MSCI Germany Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EWI | iShares MSCI Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | X | Japan Stock |
| EWK | iShares MSCI Belgium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWMC | Invesco S&P MidCap 400® Equal Weight ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Mid-Cap Blend |
| EWN | iShares MSCI Netherlands ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
| EWRE | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWSC | Invesco S&P SmallCap 600® Equal Wt ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Miscellaneous Region |
| EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
| EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| 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 |
| EWY | iShares MSCI South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Miscellaneous Region |
| EWZ | iShares MSCI Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EWZS | iShares MSCI Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 14 | 1 | 21 | 14 | X | Industrials |
| EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EZM | WisdomTree US MidCap Earnings ETF | Owns companies we recommend for divestment | 8 | 6 | 4 | 10 | X | Mid-Cap Blend |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Europe Stock |
| FAAIX | Fidelity Advisor Asset Manager® 70% I | Owns companies we recommend for divestment | 19 | 19 | 26 | 29 | X | Allocation--70% to 85% Equity |
| FAASX | Fidelity Advisor Asset Manager® 70% A | Owns companies we recommend for divestment | 19 | 19 | 26 | 29 | X | Allocation--70% to 85% Equity |
| FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 18 | 20 | 20 | 28 | X | Mid-Cap Value |
| FABCX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 11 | 19 | 15 | 24 | X | Allocation--50% to 70% Equity |
| FABLX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 11 | 19 | 15 | 24 | X | Allocation--50% to 70% Equity |
| FACDX | Fidelity Advisor® Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FACGX | Fidelity Advisor® Growth Opps C | Owns companies we recommend for divestment | 4 | 4 | 10 | 9 | X | Large Growth |
| FACNX | Fidelity Advisor® Canada A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Region |
| FACPX | Fidelity Advisor® Consumer Discret M | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Consumer Cyclical |
| FACSX | Nuveen Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Mid-Cap Value |
| FACTX | Fidelity Advisor® Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 8 | X | Mid-Cap Growth |
| FADAX | Fidelity Advisor® Dividend Growth A | Owns companies we recommend for divestment | 9 | 4 | 13 | 12 | X | Large Value |
| FADCX | Fidelity Advisor® Diversified Intl C | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FADIX | Fidelity Advisor® Diversified Intl M | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FADTX | Fidelity Advisor® Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FAEGX | Fidelity Advisor® Equity Growth M | Owns companies we recommend for divestment | 6 | 3 | 8 | 8 | X | Large Growth |
| FAERX | Fidelity Advisor® Overseas M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Foreign Large Growth |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 22 | 31 | 37 | 42 | X | Target-Date 2030 |
| FAEVX | Fidelity Advisor® Equity Value Z | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FAFCX | Fidelity Advisor® Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAFDX | Fidelity Advisor® Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 12 | 16 | 18 | 20 | X | Large Growth |
| FAFSX | Fidelity Advisor® Financial Services M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 6 | X | Financial |
| FAGAX | Fidelity Advisor® Growth Opps A | Owns companies we recommend for divestment | 4 | 4 | 10 | 9 | X | Large Growth |
| FAGCX | Fidelity Advisor® Growth Opps I | Owns companies we recommend for divestment | 4 | 4 | 10 | 9 | X | Large Growth |
| FAGKX | Fidelity® Growth Strategies K | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| FAGNX | Fidelity Advisor® Energy M | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| FAGOX | Fidelity Advisor® Growth Opps M | Owns companies we recommend for divestment | 4 | 4 | 10 | 9 | X | Large Growth |
| FAIDX | Fidelity Advisor® International Discv A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 7 | 13 | 10 | 16 | X | Allocation--70% to 85% Equity |
| FAIGX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 11 | 19 | 15 | 24 | X | Allocation--50% to 70% Equity |
| FAIOX | Fidelity Advisor® Balanced I | |
