| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| 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 |
| Janus Henderson VIT Research Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large 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 | 5 | 3 | X | Tactical Allocation |
| JHancock Small Cap Core NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JHFunds2 Health Sciences NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/Baillie Gifford US Equity Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| JNL/Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| JNL/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/Harris Oakmark Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Global Large-Stock Value |
| JNL/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 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Healthcare Sector A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JNL/Mellon Healthcare Sector I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JNL/Mellon Materials Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| 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/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 Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| Transamerica Capital Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| Transamerica Energy Infrastructure I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| Transamerica US Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Mid-Cap Value |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Financial |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Global Large-Stock Value |
| JHancock Small Cap Dynamic Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL/BlackRock Global Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/GQG Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JNL/Morningstar SMID Moat Focus Index A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| JNL/Morningstar SMID Moat Focus Index I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| Templeton Global Balanced R | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| Thrivent Core Emerging Markets Equity | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| Transamerica International Focus I2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Technology |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Global Large-Stock Growth |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Large-Stock Blend |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Small Blend |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Mellon Emerging Markets Index A | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Value |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Growth |
| JNL/WMC Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| Nationwide U.S. 130/30 Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Blend |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Blend |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 3 | 1 | 5 | 4 | X | Foreign Large Growth |
| JHFunds2 Science & Technology NAV | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 3 | 8 | 7 | 6 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 3 | 8 | 7 | 6 | X | Large Value |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Large Blend |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Putnam Sustainable Retirement 2040 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2045 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2050 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2055 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2060 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 8 | 4 | 13 | 5 | X | Foreign Large Blend |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 10 | 8 | 15 | 18 | X | Aggressive Allocation |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 10 | 7 | 14 | 14 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 7 | 14 | 14 | X | Large Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Value |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Value |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
| JNL/BlackRock Global Allocation A | Owns companies we recommend for divestment | 12 | 12 | 26 | 16 | X | Global Allocation |
| JNL/BlackRock Global Allocation I | Owns companies we recommend for divestment | 12 | 12 | 26 | 16 | X | Global Allocation |
| Nationwide Fundamental All Cap Equity R6 | Owns companies we recommend for divestment | 12 | 18 | 22 | 22 | X | Large Blend |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon International Index A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 16 | 7 | 38 | 11 | X | Foreign Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 18 | 32 | 24 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 18 | 32 | 24 | X | Large Blend |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 17 | 20 | 35 | 26 | X | Moderately Aggressive Allocation |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 23 | 21 | 38 | 28 | X | Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 23 | 21 | 38 | 28 | X | Moderately Aggressive Allocation |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 6 | 42 | 14 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 6 | 42 | 14 | X | Foreign Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
| JNL/Goldman Sachs Managed Agrsv Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Agrsv Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Moderate Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
| JNL/Goldman Sachs Managed Moderate Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
| TSP L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| TSP L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| TSP L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| TSP L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
| TSP L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
| TSP L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
| TSP L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
| TSP L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
| JNL iShares Tactical Growth A | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderately Aggressive Allocation |
| JNL iShares Tactical Growth I | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderately Aggressive Allocation |
| JNL iShares Tactical Moderate Growth A | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderate Allocation |
| JNL iShares Tactical Moderate Growth I | Owns companies we recommend for divestment | 65 | 41 | 116 | 52 | X | Moderate Allocation |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 75 | 52 | 129 | 61 | X | Moderate Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderate Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderately Aggressive Allocation |
| AAAAX | DWS RREEF Real Assets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 56 | 41 | 99 | 52 | X | Tactical Allocation |
| AAAPX | DWS RREEF Real Assets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAQX | DWS RREEF Real Assets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAASX | DWS RREEF Real Assets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAAVX | DWS RREEF Real Assets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AAAZX | DWS RREEF Real Assets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 17 | 20 | 34 | 26 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 30 | 30 | 55 | 36 | X | Moderately Aggressive Allocation |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 17 | 17 | 35 | 26 | X | Global Large-Stock Blend |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
| AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
| AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ABMVX | AB Mid Cap Value Port Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap 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 | Moderate Allocation |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 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 | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| 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 companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACEHX | Invesco Exchange | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| 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 | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | 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 | 2 | 2 | 4 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFFX | Columbia Acorn International Sel Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | 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 | 4 | 4 | 9 | 7 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACIHX | American Century Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| ACILX | American Century Heritage G | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | 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 | 1 | 0 | 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 |
| ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
| ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| 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 | 5 | 4 | 8 | 4 | X | Large Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 28 | 63 | 40 | X | Global Large-Stock Blend |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 10 | 9 | 12 | X | Global Large-Stock Blend |
| ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 16 | 8 | 36 | 11 | X | Foreign Large Blend |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| 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 |
| ADNAX | American Beacon ARK Transfmt Innov A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNCX | American Beacon ARK Transfmt Innov C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | 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 we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEDCX | Invesco EQV European Equity C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEDRX | Invesco EQV European Equity R | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEDYX | Invesco EQV European Equity Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | 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 | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEGSX | Invesco EQV European Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMOX | Virtus EM Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| AFGIX | Alger Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| AFGPX | Alger International Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AFGZX | Alger Global Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| 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 | 11 | 14 | 15 | 14 | X | Large Blend |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Mid-Cap Blend |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
| AFTY | Pacer CSOP FTSE China A50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AGCHX | American Century Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCLX | American Century Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies we recommend for divestment | 1 | 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 | 4 | 7 | V | Large Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | 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 |
| AGGDX | American Century Focused Global Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGPX | MFS Aggressive Growth Allocation R6 | Owns companies we recommend for divestment | 18 | 11 | 19 | 24 | X | Aggressive Allocation |
| AGGRX | American Century Focused Global Gr A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | 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 |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| AGLCX | American Century Focused Global Gr C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| AGOCX | PGIM Jennison Global Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Global Large-Stock Blend |
| AGORX | American Century Focused Global Gr R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGQI | First Trust Active Gbl Qual Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Value |
| 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 in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | 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 |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGWRX | American Century Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| 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 we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGYWX | American Century Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | V | Large Blend |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| 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 | 9 | 7 | 15 | 14 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AIECX | Invesco EQV International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
| AIERX | Invesco EQV International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIEVX | Invesco EQV International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AIGIX | Alger International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| AIIEX | Invesco EQV International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AIIYX | Invesco EQV International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | 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 |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large 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 | 1 | 2 | 7 | 8 | X | Technology |
| AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Mid-Cap Value |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALCZX | Alger International Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALGAX | Alger International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALGCX | Alger International Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ALOAX | Alger Mid Cap Focus A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOCX | Alger Mid Cap Focus C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 | 1 | 3 | V | Global Large-Stock Growth |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 3 | X | Large Value |
| ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Aggressive Allocation |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AMAHX | American Century Small Cap Dividend A | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | 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 | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| 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 in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
| AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMRAX | American Growth One A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRBX | American Growth One B | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRCX | American Growth One C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMRGX | American Growth One D | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMZA | InfraCap MLP ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANEW | ProShares MSCI Trnsfmtnl Chngs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 5 | X | Large Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFVX | Virtus NFJ Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTMX | American Century Intl Sm-Md Cp G | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies we recommend for divestment | 1 | 1 | 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 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| AOA | iShares Core Aggressive Allocation ETF | Owns companies we recommend for divestment | 57 | 45 | 99 | 53 | X | Global Allocation |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
| AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AOPAX | Virtus International S/C A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AOPCX | Virtus International S/C C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AOR | iShares Core Growth Allocation ETF | Owns companies we recommend for divestment | 57 | 45 | 99 | 53 | X | Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
| AOTAX | Virtus Emerging Markets Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTCX | Virtus Emerging Markets Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTIX | Virtus EM Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
| APDDX | Artisan Global Discovery Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | 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 | 2 | 1 | 2 | X | Foreign Large Blend |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| APDMX | Artisan Mid Cap Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | 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 | 4 | 3 | 3 | X | Large Growth |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | 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 in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
| APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APHDX | Artisan Global Discovery Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | 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 | 2 | 1 | 2 | X | Foreign Large Blend |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| APHMX | Artisan Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | 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 | 4 | 3 | 3 | X | Large Growth |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | 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 in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APSDX | NYLI Fiera SMID Growth Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSGX | NYLI Fiera SMID Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSLX | NYLI Fiera SMID Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APSRX | NYLI Fiera SMID Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
| ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 47 | 30 | 87 | 38 | X | Tactical Allocation |
| ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| 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 |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| 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 Blend |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | 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 | 2 | 1 | 2 | X | Foreign Large Blend |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| ARTMX | Artisan Mid Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | 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 | 4 | 3 | 3 | X | Large Growth |
| ARTY | iShares Future AI & Tech ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Technology |
| 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 | V | 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 |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| 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 |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| 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 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| 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 |
| ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | 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 |
| ASET | FlexShares Real Assets Allocation ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Global Large-Stock Blend |
| ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASHR | Xtrackers Harvest CSI 300 China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| 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 |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
| ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
| AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 9 | 14 | 14 | 14 | X | Mid-Cap Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 37 | 10 | 65 | 11 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 3 | 34 | 0 | X | Foreign Small/Mid Blend |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 22 | 0 | X | Foreign Small/Mid Value |
| AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
| AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
| AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Global Large-Stock Blend |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 21 | 59 | 21 | X | Global Large-Stock Value |
| AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 1 | X | Large Blend |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 2 | 19 | 4 | X | Foreign Large Value |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 12 | 9 | X | Large Value |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Moderate Allocation |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Mid-Cap Blend |
| AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 5 | X | Mid-Cap Value |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 39 | 11 | 77 | 11 | X | Foreign Large Blend |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 20 | 3 | 43 | 4 | X | Foreign Large Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AVPEX | ALPS Global Opportunity III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 20 | 6 | 42 | 10 | 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 | 6 | 0 | V | Diversified Emerging Mkts |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 29 | 36 | 42 | 44 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 6 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWSAX | Invesco Global Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWSCX | Invesco Global Core Equity C | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| AWSIX | Invesco Global Core Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWSRX | Invesco Global Core Equity R | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWSSX | Invesco Global Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWSYX | Invesco Global Core Equity Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Global Large-Stock Blend |
| AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
| AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| BAFMX | Brown Advisory Mid-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 | 3 | 4 | V | Large Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
| BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| 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 |
| BARIX | Baron Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BARUX | Baron Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| 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 | 32 | 37 | 43 | 47 | X | Large Blend |
| BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| 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 | 3 | 4 | V | Large Growth |
| BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 74 | 48 | 126 | 59 | X | Global Allocation |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| BBEM | JPMorgan BetaBuilders Emerging Mkt EqETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 6 | X | Europe Stock |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 9 | 12 | 15 | 14 | X | Large Growth |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 10 | 14 | 11 | 12 | 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 | 15 | 7 | 29 | 10 | X | Foreign Large Blend |
| BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| 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 | 3 | 8 | 6 | 9 | X | Mid-Cap Blend |
| BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| 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 | 7 | 8 | 6 | 9 | X | Small Blend |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 4 | 3 | 15 | 6 | X | Foreign Large Blend |
| BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 16 | 15 | 22 | 23 | X | Large Blend |
| BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 12 | 11 | 13 | 17 | X | Mid-Cap Blend |
| BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 21 | 26 | 30 | 34 | X | Large Value |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 26 | 23 | 28 | 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 | 1 | V | Foreign Large Blend |
| BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Blend |
| BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | 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 |
| BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BCHP | Principal Focused Blue Chip ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| 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 |
| BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFIX | Baron Discovery Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFUX | Baron Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
| BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
| BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 16 | 8 | 37 | 11 | X | Foreign Large Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BEEZ | Honeytree U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Large Blend |
| BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| BELT | BlackRock Long-Term U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| 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 | 10 | 9 | 19 | 13 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| BERAX | Carillon Chartwell Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERBX | Carillon Chartwell Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERCX | Carillon Chartwell Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERDX | Carillon Chartwell Mid Cap Value R-6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXIX | Baron Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXUX | Baron Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 18 | 8 | X | Mid-Cap Blend |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| 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 |
| 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 |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRIX | Baron Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRO | BlackRock Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BGRUX | Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BGUIX | Baillie Gifford US Discovery Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| BGUKX | Baillie Gifford US Discovery K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 |
| BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BIEMX | William Blair Emerging Mkts Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BILD | Macquarie Global Listed Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| 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 | 1 | 0 | X | Foreign Small/Mid Value |
| BINDX | Baron India Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINRX | Baron India Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| 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 |
| BINUX | Baron India R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | 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 | 7 | 13 | 14 | 10 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BKCH | Global X Blockchain ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKEM | BNY Mellon Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BKGI | BNY Mellon Global Infras Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BKIE | BNY Mellon International Equity ETF | Owns companies we recommend for divestment | 20 | 5 | 40 | 12 | X | Foreign Large Blend |
| BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Growth |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 26 | X | Large Blend |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 11 | X | Mid-Cap Blend |
| 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 |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 3 | X | Small Blend |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
| BKWO | BNY Mellon Women's Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| BLCR | BlackRock Large Cap Core ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| BLCV | BlackRock Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMIAX | BNY Mellon Income Stock A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| BMIDX | Brown Advisory Mid-Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BMIIX | BNY Mellon Income Stock I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| BMISX | BNY Mellon Income Stock C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| BMIYX | BNY Mellon Income Stock Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 6 | X | Mid-Cap Blend |
| BNE | Blue Horizon BNE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 2 | V | Global Small/Mid Stock |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| 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 |
| BNSCX | UBS US Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| 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 |
| BOSCX | BNY Mellon Sm Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BOSYX | BNY Mellon Sm Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Value |
| 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 |
| BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Global Large-Stock Value |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| 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 | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BRSBX | MFS Blended Research Small Cap Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSDX | MFS Blended Research Small Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSHX | MFS Blended Research Small Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSJX | MFS Blended Research Small Cap Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRWAX | MFS Blended Research Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWBX | MFS Blended Research Growth Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWCX | MFS Blended Research Growth Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
| BRWJX | MFS Blended Research Growth Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWRX | MFS Blended Research Growth Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWSX | MFS Blended Research Growth Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWTX | MFS Blended Research Growth Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWUX | MFS Blended Research Growth Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRWVX | MFS Blended Research Growth Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | X | Large Growth |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
| BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
| BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 14 | 18 | 15 | 20 | X | Small Blend |
| BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
| BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
| BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Value |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | V | Moderately Aggressive Allocation |
| BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Blend |
| BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 5 | 11 | 9 | 9 | X | Large Growth |
| BTIEX | DWS Equity 500 Index S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BTIIX | DWS Equity 500 Index Inst | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BTIRX | DWS Equity 500 Index R6 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTMGX | iShares MSCI EAFE Intl Idx G | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| BUL | Pacer US Cash Cows Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Mid-Cap Blend |
| BULD | Pacer BlueStar Engineering the Fut ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Technology |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 3 | X | Global Large-Stock Growth |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 7 | X | Large Growth |
| BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Large Value |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 | 3 | 3 | 6 | X | Large Growth |
| CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| 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 | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFG | Pacer US Small Cap Cash Cows Gr Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CAGEX | Calamos Global Equity A | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CAISX | Calamos International Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| CALRX | Calvert Small-Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| 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 | 8 | 17 | 18 | 16 | X | Large Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | V | Moderate Allocation |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Moderate Allocation |
| CBSAX | Columbia Select Mid Cap Growth Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| CCGEX | Calamos Global Equity C | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| CCGRX | Columbia Large Cap Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| CCHRX | Columbia Seligman Global Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCISX | Calamos International Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Natural Resources |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
| CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | 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 | Mid-Cap Blend |
| CCTRX | Columbia Small Cap Value II R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| CCVAX | Calvert Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| 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 | 5 | 4 | 8 | 6 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 5 | 10 | 9 | 15 | V | Large Blend |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 10 | 3 | 21 | 5 | X | Foreign Large Blend |
| CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| 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 |
| CEMAX | Calvert Emerging Markets Fcs Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMCX | Calvert Emerging Markets Fcs Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CERPX | Pioneer Core Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Large Value |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| 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 | 18 | 18 | 26 | 26 | X | Large Blend |
| CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | V | Large Blend |
| CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CGACX | Calvert Global Energy Solutions C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| CGAEX | Calvert Global Energy Solutions A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 3 | V | Global Small/Mid Stock |
| CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 8 | X | Moderate Allocation |
| CGBRX | Columbia Capital Alloc Mod Agrsv Adv | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
| CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCIX | Calamos Global Opportunities I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Global Allocation |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 7 | X | Large Value |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock Blend |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGEOX | Calamos Global Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Global Large-Stock Blend |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Foreign Large Blend |
| CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGLAX | Calvert Global Equity Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGLIX | Calvert Global Equity Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 12 | 7 | X | Diversified Emerging Mkts |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| 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 |
| CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGRIX | Calamos Growth I | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Technology |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 10 | X | Large Blend |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVIX | Causeway Global Value Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Large-Stock Value |
| CGVVX | Causeway Global Value Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Large-Stock Value |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGW | Invesco S&P Global Water ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 1 | X | Foreign 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 |
| CHCLX | AB Discovery Growth A | 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 | 6 | 5 | X | Large Blend |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 7 | V | Large Blend |
| CHHRX | Columbia Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | 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 |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| CHUCX | Alger Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| CHUSX | Alger Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| CIAGX | AB Concentrated International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| 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 | 9 | 7 | 15 | 14 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICGX | AB Concentrated International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Foreign Large Value |
| CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CIGCX | Calamos International Growth C | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CIGEX | Calamos Global Equity I | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| CIGIX | Calamos International Growth I | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CIGOX | Calamos International Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CIGRX | Calamos International Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CIISX | Causeway International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
| CILRX | Columbia Acorn International Sel Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CIOIX | Causeway International Opps Inst | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Value |
| CIOVX | Causeway International Opps Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Value |
| CIPIX | Champlain Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIPMX | Champlain Mid Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPTX | Champlain Strategic Focus Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CISOX | Calamos International Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 5 | 20 | 9 | X | Europe Stock |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVIX | Causeway International Value Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVVX | Causeway International Value Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
| CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CLARX | NYLI CBRE Real Estate Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBRX | Columbia Capital Alloc Mod Agrsv R | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
| CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
| CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CLNR | NYLI Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 2 | V | Industrials |
| 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 | 17 | 20 | 27 | 25 | X | Large Blend |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CLSRX | Columbia Select Large Cap Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Blend |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| 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 | 1 | 1 | 1 | 1 | X | Small Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMCIX | Calvert Small/Mid-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| CMEIX | Calvert Emerging Markets Fcs Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMERX | Calvert Emerging Markets Fcs Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 22 | 22 | 31 | 30 | X | Large Blend |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 10 | 2 | 21 | 4 | X | Foreign Large Blend |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 8 | 7 | 21 | 10 | X | Europe Stock |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| CMPAX | Calvert Small/Mid-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
| CMPCX | Calvert Small/Mid-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Growth |
| CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| 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 | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWDX | Calamos Evolving World Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWGX | Calamos Evolving World Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWIX | Calamos Evolving World Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| 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 | 4 | 4 | 8 | 3 | X | Large Value |
| COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| 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 | 5 | 5 | 10 | 9 | X | Large Blend |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COVAX | Columbia Small Cap Value II A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Blend |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Value |
| COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Mid-Cap Value |
| CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
| CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
| CPDAX | Columbia Capital Allocation Agrsv Adv | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
| CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderately Aggressive Allocation |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| CPHNX | Columbia Capital Alloc Mod Agrsv Inst3 | Owns companies we recommend for divestment | 30 | 24 | 55 | 36 | X | Moderate Allocation |
| CPOAX | Morgan Stanley Insight A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPOCX | Morgan Stanley Insight L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPODX | Morgan Stanley Insight I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPTUX | Invesco Capital Appreciation R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| CRARX | NYLI CBRE Real Estate Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 11 | 18 | 21 | 23 | V | Global Large-Stock Blend |
| CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| CRCRX | NYLI CBRE Real Estate Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRED | Columbia Research Enhanced Rl Estt ETF | 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 |
| CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Large Value |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CRISX | CRM Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CRLSX | Catholic Rspnsbl Invstmnts Intl Eq Ins | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Blend |
| CRLVX | Catholic Rspnsbl Invstmnts Intl Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Blend |
| CRMSX | CRM Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CRNSX | Catholic Rspnsbl Invst Intl Sm-Cp Ins | Owns companies we recommend for divestment | 4 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
| CRQSX | Catholic Rspnsbl Invst Equity Idx Ins | Owns companies we recommend for divestment | 9 | 20 | 20 | 17 | X | Large Blend |
| CRRRX | Columbia Small Cap Value II Inst2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 1 | X | Small Value |
| CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
| CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 17 | 7 | 22 | 21 | X | Technology |
| CRTSX | Catholic Rsp Invst Mlt-Styl US Eq Ins | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Blend |
| CRTVX | Catholic Rsp Invst Mlt-Styl US Eq Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 9 | X | Large Blend |
| CRVRX | NYLI CBRE Real Estate Fund Investor Cl | 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 | 2 | 5 | 5 | 4 | X | Small Blend |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 1 | X | Small Value |
| CSBIX | Cromwell Sustainable Balanced Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Moderate Allocation |
| CSCCX | Calvert Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| 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 |
| 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 | 4 | 0 | 6 | 2 | X | Large Value |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Global Large-Stock Growth |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for div |
