| ZVNIX | Zevenbergen Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVNBX | Zevenbergen Growth Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVGNX | Zevenbergen Genea Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVGIX | Zevenbergen Genea Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZSCIX | Zacks Small-Cap Core Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| ZSCCX | Zacks Small-Cap Core Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| ZIG | The Acquirers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ZIFRX | American Beacon Ninety One Intl Fran R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFIX | American Beacon Ninety One Int Frn R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFAX | American Beacon Ninety One Intl Fran Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZGFRX | American Beacon Ninety One Gbl Frnchs R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| ZGFIX | American Beacon Ninety One Gbl Frnchs R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| ZGFAX | American Beacon Ninety One Gbl Frnchs Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| ZEMRX | American Beacon Ninety One Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMIX | American Beacon Ninety One Emr Mkts EqR5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMAX | American Beacon Ninety One Emr Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| ZDIVX | Zacks Dividend Investor | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| ZDIIX | Zacks Dividend Institutional | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| ZAP | Global X U.S. Electrification ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| YOVLX | Yorktown Small-Cap L | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVIX | Yorktown Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVAX | Yorktown Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOLO | AdvisorShares Pure Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| YOKE | Yoke Core ETF | Owns companies we recommend for divestment | 13 | 13 | 19 | 16 | X | Global Large-Stock Blend |
| YLDE | Franklin ClearBridge Enhanced Inc ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Large Value |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| YCGEX | YCG Enhanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YALL | God Bless America ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Large Blend |
| YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
| YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Value |
| XVV | iShares ESG Select Screened S&P 500 ETF | Owns companies we recommend for divestment | 8 | 20 | 23 | 16 | V | Large Blend |
| XVOL | Acruence Active Hedge US Equity ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Large Blend |
| XUDV | Franklin U.S. Dividend Mltplr Idx ETF | Owns companies we recommend for divestment | 8 | 7 | 11 | 7 | X | Large Value |
| XTN | SPDR® S&P Transportation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 4 | 5 | 10 | 7 | X | Miscellaneous Sector |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Technology |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| XSMO | Invesco S&P SmallCap Momentum ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Blend |
| XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Blend |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Technology |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 5 | X | Technology |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XOVR | ERShares Private-Public Crossover ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Large Growth |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| XNTK | SPDR® NYSE Technology ETF | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Technology |
| XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Blend |
| XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Blend |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | Owns companies we recommend for divestment | 21 | 18 | 28 | 22 | X | Large Blend |
| XLY | The Consumer Discret Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| XLV | The Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLP | The Consumer Staples Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 0 | X | Consumer Defensive |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| XLG | Invesco S&P 500® Top 50 ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 7 | X | Large Blend |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| XLC | The Comm Svcs Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| XLB | The Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XJR | iShares ESG Select Scrn S&P Small-CapETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Small Blend |
| XJH | iShares ESG Select Scrn S&P Mid-Cap ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 5 | V | Mid-Cap Blend |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
| XIDV | Franklin Intl Div Mltplr Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Foreign Large Value |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Health |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XHB | SPDR® S&P Homebuilders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| XDAT | Franklin Exponential Data ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Technology |
| XCNY | SPDR S&P Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| XCEM | Columbia EM Core ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 12 | 2 | 11 | 9 | X | Industrials |
| XAIX | Xtrackers Artfcl Intlgc and Big Dt ETF | Owns companies we recommend for divestment | 3 | 4 | 12 | 7 | X | Technology |
| WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WXCIX | William Blair Emerg Mkts ex China Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WWSYX | Westwood Quality SmallCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WWSMX | Westwood Quality SMidCap Fund Ultra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| WWSIX | TETON Westwood SmallCap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSCX | TETON Westwood SmallCap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSAX | TETON Westwood SmallCap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWNPX | Kinetics Paradigm No Load | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| WWMCX | Westwood Quality Midcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| WWLAX | Westwood Quality Value Fund A | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| WWJD | Inspire International ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| WVCCX | abrdn International Small Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WVALX | Weitz Large Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Blend |
| WVAIX | Weitz Large Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Blend |
| WUGI | AXS Esoterica NextG Economy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 8 | X | Mid-Cap Value |
| WTSGX | Segall Bryant & Hamill Small Cap Gr Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WTRE | WisdomTree New Economy Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| WTRCX | Macquarie Core Equity Fund Class C | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| WTMVX | Segall Bryant & Hamill Glb All Cp Retail | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Technology |
| WSTYX | Macquarie Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTRX | Macquarie Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTCX | Macquarie Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTAX | Macquarie Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSMVX | Wilshire Small Company Value Instl | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Value |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| WSML | iShares MSCI World Small-Cap ETF | Owns companies we recommend for divestment | 35 | 14 | 57 | 16 | X | Global Small/Mid Stock |
| WSMGX | Wilshire Small Company Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| WSGRX | Macquarie Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSGAX | Macquarie Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | V | Large Blend |
| WSCYX | Macquarie Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSCVX | North Star Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | V | Moderately Aggressive Allocation |
| WSACX | Wellington Shields All-Cap Instl | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 9 | 6 | 31 | 14 | X | Global Large-Stock Blend |
| WRLDX | Scharf Global Opportunity Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| WRGCX | Macquarie Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Value |
| WQAUX | Westwood Quality AllCap Ultra | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Large Value |
| WQAIX | Westwood Quality AllCap Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Large Value |
| WPVLX | Weitz Multi Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Blend |
| WPVIX | Weitz Multi Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Blend |
| WPVAX | abrdn International Small Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPLCX | WP Large Cap Income Plus Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| WPGTX | WPG Partners Small Cap Value Div Fund | Owns companies we recommend for divestment | 3 | 0 | 2 | 1 | X | Small Value |
| WPGSX | WPG Partners Select Small Cap Value Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 14 | 17 | 11 | V | Large Blend |
| WOGSX | White Oak Select Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Blend |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| WMVYX | WCM Mid Cap Quality Value Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WMMCX | TETON Westwood Mighty Mites C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WMMAX | TETON Westwood Mighty Mites A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| WMKSX | WesMark Small Company Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Small Blend |
| WMKGX | WesMark Large Company Fund | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WMICX | Wasatch Micro Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WMGYX | Macquarie Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGRX | Macquarie Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGCX | Macquarie Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGAX | Macquarie Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Moderate Allocation |
| WLTTX | Wilshire International Equity Instl | Owns companies we recommend for divestment | 5 | 2 | 17 | 4 | X | Foreign Large Blend |
| WLTG | WealthTrust DBS Long Term Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Blend |
| WLIVX | WCM Focused International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| WLGYX | Macquarie Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGRX | Macquarie Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGCX | Macquarie Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGAX | Macquarie Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 11 | 4 | X | Global Large-Stock Value |
| WLCVX | Wilshire Large Company Value Instl | Owns companies we recommend for divestment | 11 | 15 | 19 | 17 | X | Large Value |
| WLCTX | Wilshire International Equity Invmt | Owns companies we recommend for divestment | 5 | 2 | 17 | 4 | X | Foreign Large Blend |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WLCGX | Wilshire Large Company Growth Instl | Owns companies we recommend for divestment | 4 | 7 | 12 | 8 | X | Large Growth |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WISNX | William Blair International Sm Cap Gr N | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WISIX | William Blair International Sm Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WISGX | Segall Bryant & Hamill Small Cap GrInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WISE | Themes Generative Artificial Int ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Technology |
| WIREX | Wireless | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Technology |
| WINN | Harbor Long-Term Growers ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 5 | X | Large Growth |
| WINIX | Wilmington International Institutional | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 32 | 36 | 47 | 42 | X | Large Blend |
| WINAX | Wilmington International A | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| WIMVX | Segall Bryant & Hamill Glb All Cp Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Global Large-Stock Value |
| WIISX | William Blair International Sm Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WIAEX | Wasatch Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WHGSX | Westwood Quality SmallCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGQX | Westwood Quality Value Ultra | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| WHGMX | Westwood Quality SMidCap Fund Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| WHGLX | Westwood Quality Value Fund Inst | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WGNIX | Pabrai Wagons Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WGMVX | Wasatch Micro Cap Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGIVX | Wasatch International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| WGISX | Wasatch International Select Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| WGICX | Wasatch Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Global Large-Stock Growth |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Global Large-Stock Growth |
| WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Growth |
| WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTDX | Allspring Innovation Fund - Class Admin | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFSTX | Allspring Innovation Fund - Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Mid-Cap Value |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 4 | 8 | 4 | X | Large Growth |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Mid-Cap Value |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Mid-Cap Value |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Mid-Cap Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 32 | 36 | 47 | 42 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFICX | North Star Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| WFH | Direxion Work From Home ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Technology |
| WFGGX | First Trust WCM Focused Global Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Global Large-Stock Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| WFDSX | Allspring SMID Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 21 | 5 | X | Foreign Large Blend |
| WESWX | TETON Westwood Equity AAA | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESCX | TETON Westwood SmallCap Equity AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WEQCX | TETON Westwood Equity C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WEMMX | TETON Westwood Mighty Mites AAA | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WEIMX | TETON Westwood Mighty Mites I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEEIX | TETON Westwood Equity I | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WEEI | Westwood Salient Enhanced Engy Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| WEECX | TETON Westwood Equity A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WEBCX | TETON Westwood Balanced A | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WEBAX | TETON Westwood Balanced AAA | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WEAYX | Allspring Spectrum Aggressive Gr Instl | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| WEAFX | Allspring Spectrum Aggressive Gr A | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| WEADX | Allspring Spectrum Aggressive Gr Adm | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| WEACX | Allspring Spectrum Aggressive Gr C | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| WDSCX | Allspring SMID Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Large-Stock Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Value |
| WCMWX | WCM Focused Emerging Mkts Ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMVX | WCM Focused International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| WCMSX | WCM International Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMOX | WCM Focused International Opps Ins | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| WCMNX | WCM Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WCMLX | WCM Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMI | First Trust WCM International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| WCMGX | First Trust WCM Focused Global Gr Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Global Large-Stock Growth |
| WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCME | First Trust WCM Devpg Wld Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Technology |
| WCFOX | WCM Focused International Opps Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCEYX | Macquarie Core Equity Fund Class Y | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| WCEO | Hypatia Women CEO ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | V | Small Blend |
| WCEAX | Macquarie Core Equity Fund Class A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WBSRX | William Blair Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSNX | William Blair Small Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSIX | William Blair Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBIY | WBI Power Factor® High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Value |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Tactical Allocation |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| WBIG | WBI BullBear Yield 3000 ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Tactical Allocation |
| WBIF | WBI BullBear Value 3000 ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Tactical Allocation |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| WBENX | William Blair Emerging Mkts Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBEIX | William Blair Emerging Mkts Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| WBCCX | TETON Westwood Balanced C | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WBBIX | TETON Westwood Balanced I | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| WAYFX | Waycross Focused Core Equity Fund | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | X | Large Blend |
| WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WASYX | Macquarie Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WASCX | Macquarie Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| WASAX | Macquarie Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| WAR | U.S. Global Tech and Arspc & Defense ETF | Owns companies we recommend for divestment | 6 | 2 | 6 | 3 | X | Technology |
| WAMVX | Wasatch Micro Cap Value | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WAIVX | Wasatch International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| WAISX | Wasatch International Select Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAGNX | Pabrai Wagons Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAAEX | Wasatch Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSVX | Vericimetry US Small Cap Value | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Small Value |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| VYRBX | VY® Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 10 | 4 | 28 | 4 | X | Foreign Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 14 | 18 | 22 | 16 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 2 | 6 | 9 | 6 | X | Large Growth |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 2 | 6 | 9 | 6 | X | Large Growth |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 6 | 9 | 17 | 15 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Large Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 6 | 9 | 17 | 15 | X | Large Value |
| VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 2 | X | Foreign Large Growth |
| VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 2 | X | Foreign Large Growth |
| VWID | Virtus WMC International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 2 | X | Foreign Large Value |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Moderate Allocation |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Moderate Allocation |
| VVSGX | VALIC Company I Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| VVPSX | Vulcan Value Partners Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VVPLX | Vulcan Value Partners | Owns companies we recommend for divestment | 3 | 6 | 3 | 5 | X | Large Blend |
| VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 6 | 2 | 7 | 8 | X | Mid-Cap Value |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 9 | 8 | 8 | 9 | X | Mid-Cap Value |
| VVISX | Vulcan Value Partners Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| VVILX | Vulcan Value Partners Institutional | Owns companies we recommend for divestment | 3 | 6 | 3 | 5 | X | Large Blend |
| VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| VVIFX | Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VUSE | Vident U.S. Equity Strategy ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Mid-Cap Value |
| VUIAX | Vanguard Utilities Index Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2060 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2035 |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Foreign Large Value |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2045 |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2030 |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 22 | 24 | 39 | 29 | X | Large Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 22 | 24 | 39 | 29 | X | Large Blend |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2065+ |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Small Blend |
| VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 4 | 6 | 13 | 5 | V | Large Blend |
| VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Value |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Global Large-Stock Blend |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSOYX | Victory Sycamore Small Company Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| VSORX | Victory Sycamore Small Company Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| VSOIX | Victory Sycamore Small Company Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Value |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Global Moderate Allocation |
| VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Value |
| VSMAX | Vanguard Small Cap Index Admiral Shares | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VSLU | Applied Finance Valuation LgCp ETF | Owns companies we recommend for divestment | 13 | 11 | 23 | 17 | X | Large Blend |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VSIEX | JPMorgan International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 22 | 7 | 49 | 5 | V | Foreign Large Blend |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VSGEX | Virtus SGA International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VSFSX | Federated Hermes Clover Small Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Value |
| VSFRX | Federated Hermes Clover Small Value R | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Value |
| VSFIX | Federated Hermes Clover Small Value IS | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Value |
| VSFCX | Federated Hermes Clover Small Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Value |
| VSFAX | Federated Hermes Clover Small Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Value |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 7 | 7 | 10 | 9 | X | Mid-Cap Blend |
| VSENX | JPMorgan Small Cap Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VSEIX | JPMorgan Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| VSEAX | JPMorgan Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 2 | 7 | 5 | 1 | X | Large Value |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| VSCRX | Virtus KAR Small-Cap Core R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| VSCNX | Natixis Vaughan Nelson Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Value |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| VRTPX | Vanguard Real Estate II Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VREQX | NYLI CBRE Real Estate Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VREMX | Virtus SGA Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VQSRX | Virtus KAR Small-Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 14 | 18 | 30 | 19 | X | Large Blend |
| VPU | Vanguard Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 10 | 7 | 21 | 12 | X | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 10 | 7 | 21 | 12 | X | Large Blend |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 8 | 8 | 19 | 10 | X | Large Blend |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VOTE | TCW Transform 500 ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | V | Large Blend |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| VOLT | Tema Electrification ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| VOLMX | Volumetric | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Large Blend |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VNVYX | Natixis Vaughan Nelson Mid Cap Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVNX | Natixis Vaughan Nelson Mid Cap N | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVCX | Natixis Vaughan Nelson Mid Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVAX | Natixis Vaughan Nelson Mid Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNUYX | Vontobel U.S. Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| VNUIX | Vontobel U.S. Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| VNUAX | Vontobel U.S. Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| VNSYX | Natixis Vaughan Nelson Select Y | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSNX | Natixis Vaughan Nelson Select N | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSE | Natixis Vaughan Nelson Select ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSCX | Natixis Vaughan Nelson Select C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSAX | Natixis Vaughan Nelson Select A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VNIYX | Vontobel International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIIX | Vontobel International Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIAX | Vontobel International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNGYX | Vontobel Global Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| VNGIX | Vontobel Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| VNGAX | Vontobel Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| VNEYX | Vontobel Global Environmental Change Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNEIX | Vontobel Global Environmental Change Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNEAX | Vontobel Global Environmental Change A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNAM | Global X MSCI Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 9 | 7 | 16 | 8 | X | Large Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 13 | 7 | 20 | 10 | X | Global Large-Stock Blend |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 13 | 7 | 20 | 10 | X | Global Large-Stock Blend |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 11 | 13 | 26 | 14 | X | Large Blend |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VMCCX | Virtus KAR Mid-Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 3 | X | Large Value |
| VMACX | Virtus KAR Mid-Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2065+ |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Large Value |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Value |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 40 | 37 | 73 | 47 | X | Moderate Allocation |
| VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| VLMIX | Value Line Mid Cap Focused Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| VLLU | Harbor AlphaEdge Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 7 | 5 | 2 | X | Large Value |
| VLLIX | Value Line Larger Companies Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLIIX | Value Line Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Moderate Allocation |
| VLIFX | Value Line Mid Cap Focused | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| VLEQX | Villere Equity | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Blend |
| VLEOX | Value Line Small Cap Opportunities Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Growth |
| VLEIX | Value Line Small Cap Opportunities Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Growth |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLAIX | Value Line Asset Allocation Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 40 | 37 | 73 | 47 | X | Moderately Aggressive Allocation |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLAAX | Value Line Asset Allocation Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 36 | 37 | 52 | 43 | X | Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 36 | 37 | 52 | 43 | X | Large Blend |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 21 | 5 | 16 | 19 | X | Industrials |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 3 | 11 | 14 | 8 | X | Large Blend |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 3 | 1 | 2 | 1 | X | Foreign Small/Mid Growth |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VIOIX | VELA Income Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| VIOAX | VELA Income Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VINEX | Vanguard International Explorer Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Growth |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 21 | 5 | 16 | 19 | X | Industrials |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VIMCX | Virtus KAR Mid-Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VILSX | Value Line Select Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VILLX | Villere Balanced Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Moderately Aggressive Allocation |
| VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 10 | 4 | 28 | 4 | X | Foreign Large Value |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 8 | X | Large Blend |
| VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIDI | Vident International Equity Strategy ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 1 | X | Foreign Large Value |
| VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Foreign Large Blend |
| VICVX | USA Mutuals Vice Institutional | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICEX | USA Mutuals Vice Investor | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICE | AdvisorShares Vice ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 14 | 18 | 22 | 16 | X | Large Value |
| VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| VHGEX | Vanguard Global Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 8 | X | Global Large-Stock Blend |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 2 | 5 | 12 | 8 | X | Large Blend |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 2 | 5 | 12 | 8 | X | Large Blend |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Moderate Allocation |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Moderate Allocation |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 38 | 54 | 47 | X | Global Moderate Allocation |
| VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSIX | Vanguard Real Estate Index Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Large-Stock Value |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 14 | 18 | 30 | 19 | X | Large Blend |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 12 | 14 | 23 | 17 | X | Mid-Cap Value |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 18 | 19 | 16 | V | Large Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 18 | 19 | 16 | V | Large Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 5 | 9 | 9 | 6 | X | Mid-Cap Blend |
| VFPIX | Private Capital Management Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2040 |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 9 | 15 | 10 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 14 | 15 | 13 | 18 | X | Mid-Cap Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 10 | 14 | 17 | 11 | X | Mid-Cap Value |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 8 | 14 | 14 | 12 | X | Mid-Cap Value |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2050 |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 7 | 1 | 6 | X | Financial |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2055 |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 7 | 1 | 6 | X | Financial |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 4 | 5 | 2 | 6 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 4 | 5 | 2 | 6 | X | Small Growth |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| VEUVX | JPMorgan Europe Dynamic R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEUCX | JPMorgan Europe Dynamic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| VEUAX | JPMorgan Europe Dynamic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| VESMX | VELA Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| VESAX | VELA Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VERS | ProShares Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Technology |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VELIX | VELA Large Cap Plus I | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| VELAX | VELA Large Cap Plus A | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| VEITX | VELA International I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 12 | 9 | 16 | 8 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 12 | 9 | 16 | 8 | X | Large Value |
| VEILX | VELA International A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 3 | 5 | 11 | 9 | V | Large Growth |
| VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Natural Resources |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 33 | 34 | 52 | 43 | X | Large Growth |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 1 | 0 | X | Consumer Defensive |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 74 | 48 | 127 | 55 | X | Moderate Allocation |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 9 | 10 | 13 | 8 | X | Large Blend |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Technology |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 14 | 4 | V | Foreign Large Blend |
| VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 1 | 0 | X | Consumer Defensive |
| VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRIX | NYLI CBRE Global Infrastructure Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRAX | NYLI CBRE Global Infrastructure Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 8 | 6 | 17 | 10 | X | Large Value |
| VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 22 | 27 | 33 | 29 | X | Large Blend |
| VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 9 | 14 | 19 | 11 | X | Large Growth |
| VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Moderate Allocation |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 10 | 6 | X | Large Value |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Mid-Cap Value |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Global Moderately Aggressive Allocation |
| VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| VALSX | Value Line Select Growth Fund | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 11 | X | Large Value |
| VALLX | Value Line Larger Companies Focused Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| VALIX | Value Line Capital Appreciation Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Moderate Allocation |
| VALAX | Al Frank Adv | Owns companies we recommend for divestment | 3 | 8 | 11 | 5 | X | Large Value |
| VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 4 | 4 | 8 | 10 | X | Global Large-Stock Value |
| VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Moderately Aggressive Allocation |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Blend |
| VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Moderately Aggressive Allocation |
| UVALX | Victory Value | Owns companies we recommend for divestment | 7 | 7 | 15 | 10 | X | Large Value |
| UUOAX | GMO U.S. Opportunistic Value Vi | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 5 | 6 | 8 | 8 | V | Large Growth |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Value |
| USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 6 | 9 | 8 | X | Technology |
| USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| USSG | Xtrackers MSCI USA Selection Eq ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| USSE | Segall Bryant & Hamill Select Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Blend |
| USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 6 | 9 | 8 | X | Technology |
| USRTX | Horizon Multi-Factor U.S. Equity Advisor | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Large Blend |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| USRD | Themes US R&D Champions ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Blend |
| USRAX | Horizon Multi-Factor U.S. Equity Inv | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Large Blend |
| USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| USPVX | Union Street Partners Value A | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| USPFX | Union Street Partners Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| USPCX | Union Street Partners Value C | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 15 | 14 | V | Large Blend |
| USNQX | Victory NASDAQ-100 Index | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| USMV | iShares MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 10 | 12 | 17 | 13 | X | Large Blend |
| USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 14 | 16 | 19 | 17 | X | Mid-Cap Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Mid-Cap Blend |
| USMC | Principal US Mega-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 4 | X | Large Blend |
| USLYX | JHancock U.S. Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USLUX | US Global Investors Global Luxury Goods | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| USLIX | JHancock U.S. Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USLCX | JHancock U.S. Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 8 | 9 | 9 | 7 | X | Large Value |
| USIFX | Victory International | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 13 | 23 | 27 | 20 | X | Large Blend |
| USGLX | JHancock U.S. Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USERX | US Global Investors Gld & Prec Mtls | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USEMX | Victory Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 78 | 51 | 147 | 58 | X | Global Moderate Allocation |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 10 | 14 | 28 | 12 | X | Global Large-Stock Blend |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Small Blend |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| USBOX | Pear Tree Quality Ordinary | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| USBNX | Pear Tree Polaris Small Cap Ord | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 73 | 47 | 134 | 54 | X | Target-Date 2030 |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 35 | 30 | 62 | 38 | X | Global Large-Stock Blend |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 73 | 45 | 134 | 52 | X | Target-Date 2060 |
| URNQX | Victory Nasdaq 100 Index R6 | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| URNM | Sprott Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| URNJ | Sprott Junior Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 73 | 47 | 134 | 54 | X | Target-Date 2040 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 73 | 46 | 134 | 53 | X | Target-Date 2050 |
| URAN | Themes Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| UPUPX | Upright Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
| UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| UPGD | Invesco Bloomberg Analyst Rating Imp ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Mid-Cap Blend |
| UPDDX | Upright Growth & Income | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Large Growth |
| UNWPX | US Global Investors World Prec Mnral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UMMA | Wahed Dow Jones Islamic World ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| UMLAX | Columbia Select Large Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| UMI | USCF Midstream Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEBX | Columbia Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| UMBHX | Carillon Chartwell Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 8 | 11 | 12 | 10 | X | Large Value |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| UIVVX | MFS Intrinsic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVRX | MFS Intrinsic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVQX | MFS Intrinsic Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVPX | MFS Intrinsic Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVNX | MFS Intrinsic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVMX | MFS Intrinsic Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 7 | 2 | 14 | 4 | X | Foreign Large Value |
| UIVIX | MFS Intrinsic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVCX | MFS Intrinsic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 7 | 7 | 15 | 10 | X | Large Value |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Small Blend |
| UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UINQX | Victory Nasdaq 100 Index Institutional | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 8 | 9 | 9 | 7 | X | Large Value |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 13 | 23 | 27 | 20 | X | Large Blend |
| UIEMX | Victory Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 10 | 14 | 28 | 12 | X | Global Large-Stock Blend |
| UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 8 | 12 | 27 | 12 | X | Global Large-Stock Blend |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 8 | 12 | 27 | 12 | X | Global Large-Stock Blend |
| UGLSX | JHancock U.S. Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 4 | 6 | 5 | 4 | X | Global Large-Stock Value |
| UFO | Procure Space ETF | Owns companies we recommend for divestment | 8 | 0 | 7 | 6 | X | Industrials |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UEPSX | ProFunds Europe 30 Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| UEPIX | ProFunds Europe 30 Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| UEMPX | UBS Emerging Markets Equity Opp P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| UEIPX | UBS Engage For Impact P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 11 | 14 | 21 | 15 | X | Large Blend |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | V | Large Value |
| UCNQX | Victory Nasdaq 100 Index C | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 69 | 42 | 131 | 47 | X | Global Large-Stock Blend |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 62 | 36 | 131 | 39 | X | Global Moderately Aggressive Allocation |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UANQX | Victory Nasdaq 100 Index Class A | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TXUG | Thornburg International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TXUE | Thornburg International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TXSS | Texas Capital Texas Sm Cp Eq Idx ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Mid-Cap Blend |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 3 | 2 | 9 | 4 | X | Large Value |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWOEX | TCW White Oak Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| TWMTX | Transamerica US Growth T | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Growth |
| TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Growth |
| TWEMX | TCW White Oak Emerging Markets Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Global Large-Stock Value |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | V | Moderate Allocation |
| TWAIX | Thrivent International Equity S | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 3 | 2 | 9 | 4 | X | Large Value |
| TWAAX | Thrivent International Equity A | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| TVSVX | Third Avenue Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TVRVX | Third Avenue Real Estate Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRIX | NAA Allocation Fund Institutional | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRCX | NAA Allocation Fund C | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVRAX | NAA Allocation Fund A | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVOYX | Touchstone Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOIX | Touchstone Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOCX | Touchstone Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOAX | Touchstone Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVLYX | Touchstone Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLRX | Touchstone Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLIX | Touchstone Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLCX | Touchstone Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLAX | Touchstone Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVFVX | Third Avenue Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TVFRX | NAA Allocation Fund P | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Large Value |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TUGN | STF Tactical Growth & Income ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Tactical Allocation |
| TUG | STF Tactical Growth ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Tactical Allocation |
| TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 5 | X | Communications |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTEQ | T. Rowe Price Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Technology |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TSWMX | TSW Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 18 | 21 | 36 | 24 | X | Large Blend |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSVCX | Timothy Plan Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSRPX | Nuveen Quant Small Cap Equity Premier | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 13 | 12 | 25 | 16 | X | Large Blend |
| TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| TSNCX | Touchstone Sands Capital Select Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TSNAX | Touchstone Sands Capital Select Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| TSME | Thrivent Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLSX | Transamerica International Sm Cp Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Blend |
| TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | V | Large Growth |
| TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | V | Large Growth |
| TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEL | Touchstone Sands Capital US Sel Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSCWX | Nuveen Quant Small Cap Equity W | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCHX | Nuveen Quant Small Cap Equity I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Large Growth |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Large-Stock Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| TRZKX | T. Rowe Price International Discovery Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRVRX | Nuveen Mid Cap Value Retire | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVPX | Nuveen Mid Cap Value Premier | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TRVHX | Nuveen Mid Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| TRSPX | Nuveen S&P 500 Index Retire | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderately Aggressive Allocation |
| TRSEX | Nuveen Quant Small Cap Equity Ret | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TRSCX | Nuveen Large Cap Responsible Eq Ret | Owns companies we recommend for divestment | 3 | 7 | 11 | 3 | V | Large Blend |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TRRSX | Nuveen Real Estate Sec Sel Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | Nuveen Real Estate Sec Sel Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TRPWX | Nuveen Quant Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRPSX | Nuveen Large Cap Responsible Eq Prem | Owns companies we recommend for divestment | 3 | 7 | 11 | 3 | V | Large Blend |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TRPGX | Nuveen Core Equity Premier | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderate Allocation |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TROCX | Touchstone Non-US Equity I | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | V | Foreign Large Blend |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Natural Resources |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| TRIRX | Nuveen Large Cap Gr Idx Retire | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TRIPX | Nuveen International Eq Idx Premier | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| TRIHX | Nuveen Large Cap Gr Idx I | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TRIEX | Nuveen International Eq Idx Retire | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRHBX | Nuveen Small Cap Blend Idx I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 5 | 6 | 8 | 6 | X | Global Large-Stock Value |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRGPX | Nuveen Quant Mid Cap Growth Premier | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| TRGMX | Nuveen Quant Mid Cap Growth Retire | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| TRGIX | Nuveen Core Equity Retire | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 8 | 5 | 15 | 9 | X | Global Large-Stock Growth |
| TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Technology |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRERX | Nuveen International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREPX | Nuveen International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TRDFX | Steward Values Enhanced SmMidCapA | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2050 |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2045 |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2065+ |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2055 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2060 |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2040 |
| TRBIX | Nuveen Small Cap Blend Idx Retire | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 10 | 9 | 19 | 14 | X | Global Large-Stock Blend |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 10 | 9 | 19 | 14 | X | Global Large-Stock Blend |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TPZ | Tortoise Essential Energy Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYP | Tortoise North American Pipeline | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPVIX | Timothy Plan Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TPSC | Timothy Plan US Small Cap Core ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 6 | X | Small Blend |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderate Allocation |
| TPLNX | Timothy Plan Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TPLIX | Timothy Plan Large/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Large Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| TPLE | Timothy Plan US Large/Mid Cp Cr Enh ETF | Owns companies we recommend for divestment | 8 | 3 | 9 | 8 | X | Mid-Cap Blend |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | Owns companies we recommend for divestment | 8 | 3 | 9 | 8 | X | Mid-Cap Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TPIIX | Timothy Plan International I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPIF | Timothy Plan International ETF | Owns companies we recommend for divestment | 6 | 1 | 14 | 3 | X | Foreign Large Blend |
| TPICX | Timothy Plan International C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPIAX | Timothy Plan International A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPHE | Timothy Plan High Dividend Stock Enh ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 1 | X | Mid-Cap Value |
| TPHD | Timothy Plan High Dividend Stock ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 1 | X | Mid-Cap Value |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TPCIX | Timothy Plan Israel Common Values C | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TPAIX | Timothy Plan Israel Common Values A | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TOWTX | Towpath Technology Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Technology |
| TOWFX | Towpath Focus Institutional | Owns companies we recommend for divestment | 1 | 3 | 5 | 2 | X | Large Value |
| TOVYX | American Beacon IMC Int Small Cap Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| TOVIX | American Beacon IMC Int Small Cap R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | Owns companies we recommend for divestment | 22 | 22 | 34 | 27 | X | Large Blend |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TORYX | Torray Fund | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| TORTX | Tortoise Energy Infrastructure TR A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORIX | Tortoise Energy Infrastructure TR Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORCX | Tortoise Energy Infrastructure TR C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TOPT | iShares Top 20 U.S. Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 4 | X | Large Blend |
| TOPC | iShares S&P 500 3% Capped ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLL | Tema Monopolies and Oligopolies ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Large Growth |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 35 | 29 | 57 | 35 | X | Global Large-Stock Blend |
| TOIIX | Touchstone International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| TOGA | Tremblant Global ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Global Large-Stock Growth |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TOCQX | Tocqueville | Owns companies we recommend for divestment | 2 | 5 | 10 | 4 | X | Large Blend |
| TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2050 |
| TNVRX | 1290 GAMCO Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVIX | 1290 GAMCO Small/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVAX | 1290 GAMCO Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2055 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2045 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2040 |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2035 |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2030 |
| TNBRX | 1290 SmartBeta Equity R | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TNBIX | 1290 SmartBeta Equity I | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TNBAX | 1290 SmartBeta Equity A | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TMVIX | Timothy Plan Large/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| TMVAX | RBC Microcap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Blend |
| TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| TMLPX | Transamerica Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| TMLAX | Transamerica Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| TMFX | Motley Fool Next ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| TMFS | Motley Fool Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| TMFM | Motley Fool Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMFG | Motley Fool Global Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Large-Stock Growth |
| TMFE | Motley Fool Capital Efficiency 100 ETF | Owns companies we recommend for divestment | 1 | 6 | 5 | 4 | X | Large Growth |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TMFC | Motley Fool 100 ETF | Owns companies we recommend for divestment | 2 | 9 | 9 | 6 | X | Large Growth |
| TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Mid-Cap Value |
| TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCLX | Transamerica Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCIX | RBC SMID Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| TMCAX | RBC SMID Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| TMAT | Main Thematic Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 5 | 2 | 14 | 4 | X | Large Value |
| TLVCX | Timothy Plan Large/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| TLVAX | Timothy Plan Large/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| TLTE | FlexShares Mstar EmgMkts FctTilt ETF | Owns companies we recommend for divestment | 2 | 1 | 12 | 1 | X | Diversified Emerging Mkts |
| TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 32 | 10 | 62 | 11 | X | Foreign Large Value |
| TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLGYX | Touchstone Large Company Growth Y | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Large Growth |
| TLGCX | Timothy Plan Large/Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Large Growth |
| TLGAX | Timothy Plan Large/Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Large Growth |
| TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TLCI | Touchstone International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TIVFX | American Beacon IMC Int Small Cap Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TISPX | Nuveen S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| TISEX | Nuveen Quant Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| TISCX | Nuveen Large Cap Responsible Eq R6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 3 | V | Large Blend |
| TISBX | Nuveen Small Cap Blend Idx R6 | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TISAX | Nuveen S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIREX | Nuveen Real Estate Sec Sel R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TIQIX | Touchstone Non-US Equity Y | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | V | Foreign Large Blend |
| TIOVX | Nuveen International Opps W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOTX | Nuveen International Opps Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOSX | Nuveen International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOPX | Nuveen International Opps Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOIX | Nuveen International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOHX | Nuveen International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TINY | ProShares Nanotechnology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Natural Resources |
| TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIMVX | Nuveen Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TIME | Clockwise Core Equity & Innovation ETF | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Technology |
| TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 31 | 34 | 46 | 42 | X | Large Blend |
| TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILIX | Nuveen Large Cap Gr Idx R6 | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TIIRX | Nuveen Core Equity A | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TIIEX | Nuveen International Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 3 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 3 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHGX | The Investment House Growth | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 3 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 3 | 1 | 11 | 4 | X | Foreign Large Value |
| TIGVX | Thornburg International Growth R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGRX | Nuveen Core Equity R6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIEWX | Nuveen International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEUX | Morgan Stanley Pathway Intl Eq | Owns companies we recommend for divestment | 12 | 5 | 24 | 8 | X | Foreign Large Blend |
| TIERX | Nuveen International Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TIEHX | Nuveen International Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIDDX | T. Rowe Price International Discovery I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| TICRX | Nuveen Large Cap Responsible Eq A | Owns companies we recommend for divestment | 3 | 7 | 11 | 3 | V | Large Blend |
| TICIX | Timothy Plan Israel Common Values I | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TICHX | Nuveen Large Cap Responsible Eq I | Owns companies we recommend for divestment | 3 | 7 | 11 | 3 | V | Large Blend |
| TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Moderately Aggressive Allocation |
| TIAGX | Timothy Plan Small/Mid Cap Growth Cl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| THRO | iShares U.S. Thematic Rotation ActiveETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 11 | X | Large Blend |
| THPMX | Thompson MidCap | Owns companies we recommend for divestment | 1 | 4 | 2 | 2 | X | Mid-Cap Blend |
| THPGX | Thompson LargeCap | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Value |
| THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| THNQ | Robo Global® Artificial Intelligence ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Technology |
| THMGX | Thornburg Emerging Markets Mgd Acct SMA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THMEX | CCT Thematic Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Global Large-Stock Blend |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 3 | 4 | 9 | 5 | X | Large Growth |
| THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| THIGX | Thornburg Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THCGX | Thornburg Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TGWTX | Transamerica Large Growth I3 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
| TGWRX | Transamerica Large Growth R | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
| TGWFX | Transamerica Large Growth R4 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
| TGVYX | Touchstone Growth Opportunities Y | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| TGVVX | Touchstone Growth Opportunities Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGVOX | TCW Relative Value Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| TGVNX | TCW Relative Value Mid Cap N | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGVFX | Touchstone Growth Opportunities A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| TGVCX | Touchstone Growth Opportunities C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGSAX | Templeton Global Smaller Comp Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| TGRYX | TCW Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| TGRT | T. Rowe Price Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Growth |
| TGRHX | Transamerica International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRGX | Transamerica International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRFX | Transamerica International Focus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGREX | TCW Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGLR | LAFFER|TENGLER Equity Income ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| TGIWX | Nuveen Core Equity W | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderately Aggressive Allocation |
| TGIHX | Nuveen Core Equity I | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TGFRX | Tanaka Growth | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Growth |
| TGDVX | TCW Relative Value Large Cap N | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Large Value |
| TGDIX | TCW Relative Value Large Cap I | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Large Value |
| TGCNX | TCW Concentrated Large Cap Growth N Cl | Owns companies we recommend for divestment | 1 | 4 | 6 | 3 | X | Large Growth |
| TGCEX | TCW Concentrated Large Cap Growth I Cl | Owns companies we recommend for divestment | 1 | 4 | 6 | 3 | X | Large Growth |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TFOIX | Transamerica Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Financial |
| TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TFCGX | Taylor Frigon Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Small Growth |
| TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEURX | Franklin Mutual International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TESGX | Templeton Global Smaller Comp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Value |
| TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQCX | Touchstone Non-US Equity C | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | V | Foreign Large Blend |
| TEQAX | Touchstone Non-US Equity A | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | V | Foreign Large Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMX | Touchstone Sands Cap EM ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEMVX | Nuveen Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TEMSX | Nuveen Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMRX | Nuveen Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| TEMPX | Nuveen Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Global Large-Stock Growth |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMLX | Nuveen Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMIX | Franklin Mutual International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TEMHX | Nuveen Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMGX | Templeton Global Smaller Comp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Global Large-Stock Value |
| TEKX | SPDR Galaxy TransformativeTechAcclrtrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
| TEK | iShares Technology Opports Act ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Technology |
| TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| TEFQX | Firsthand Technology Opportunities | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Technology |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 8 | 9 | 14 | 14 | X | Large Growth |
| TEEAX | RBC Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Value |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Value |
| TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Value |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 3 | 4 | 13 | 9 | X | Technology |
| TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 8 | X | Technology |
| TEC | Harbor Transformative Technologies ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| TEBIX | Franklin Mutual Beacon A | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Global Large-Stock Value |
| TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TDVFX | Towle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| TDV | ProShares S&PTech Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Technology |
| TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Technology |
| TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDEIX | Transamerica US Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2050 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2045 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2040 |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2035 |
| TCSEX | Nuveen Quant Small Cap Equity A | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCREX | Nuveen Real Estate Sec Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TCRAX | American Century Growth A | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| TCPWX | Transamerica Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCMVX | Nuveen Mid Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| TCMPX | AMG TimesSquare International SmallCap N | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TCMHX | Nuveen Quant Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TCMGX | Nuveen Quant Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TCIWX | Nuveen International Eq Idx W | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| TCIHX | Nuveen International Eq Idx I | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIEX | Nuveen International Eq Idx R6 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Large Growth |
| TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCFSCV | Thrivent Core Small Cap Value | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCAGX | Timothy Plan Small/Mid Cap Growth Cl C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2035 |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2030 |
| TBLU | Tortoise Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2065+ |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2060 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2055 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2050 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2045 |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2040 |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2035 |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2030 |
| TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
| TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| TBG | TBG Dividend Focus ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Large Value |
| TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| TAX | Cambria Tax Aware ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| TAVZX | Third Avenue Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TAVFX | Third Avenue Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TASZX | Third Avenue Small Cap Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TASCX | Third Avenue Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TARZX | Third Avenue Real Estate Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TARKX | Tarkio | Owns companies we recommend for divestment | 1 | 4 | 3 | 1 | X | Mid-Cap Blend |
| TAREX | Third Avenue Real Estate Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TANDX | Castle Tandem No-Load | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 30 | 30 | 47 | 39 | X | Global Aggressive Allocation |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 30 | 30 | 47 | 39 | X | Global Aggressive Allocation |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| TAGHX | Transamerica US Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TAGDX | Transamerica Large Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Growth |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TADCX | Transamerica US Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| TADAX | Transamerica US Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TAAGX | Timothy Plan Small/Mid Cap Growth Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TAAEX | Transamerica Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| SZNE | Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | Owns companies we recommend for divestment | 16 | 9 | 26 | 18 | X | Large Blend |
| SZCRX | DWS Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCIX | DWS Small Cap Core Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCCX | DWS Small Cap Core C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCAX | DWS Small Cap Core A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Health |
| SYLD | Cambria Shareholder Yield ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Mid-Cap Value |
| SXQG | ETC 6 Meridian Quality Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| SXPRX | DWS S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPCX | DWS S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPAX | DWS S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2065+ |
| SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2060 |
| SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2050 |
| SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2055 |
| SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2045 |
| SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2040 |
| SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2035 |
| SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2030 |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 36 | 36 | 54 | 43 | X | Large Blend |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| SWRLX | Touchstone International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2065+ |
| SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2060 |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SWP | SWP Growth & Income ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Blend |
| SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2055 |
| SWOBX | Schwab Balanced | Owns companies we recommend for divestment | 23 | 19 | 58 | 18 | X | Moderate Allocation |
| SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2050 |
| SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2045 |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 14 | 6 | 31 | 7 | X | Foreign Large Growth |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2035 |
| SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Global Moderately Aggressive Allocation |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| SWFCX | Touchstone International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2040 |
| SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Global Aggressive Allocation |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 6 | 3 | 11 | 5 | X | Large Value |
| SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2030 |
| SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Moderate Allocation |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 2 | 5 | 10 | 7 | X | Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 10 | 13 | 20 | 14 | X | Mid-Cap Value |
| SVXYX | Smead International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXLX | Smead International Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXFX | Smead International Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXCX | Smead International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXAX | Smead International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVUIX | NAA SMid Cap Value Institutional | Owns companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Value |
| SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SVPSX | ProFunds Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| SVPIX | ProFunds Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SVIIX | Virtus Ceredex Large-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| SVIFX | Virtus Ceredex Large-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| SVFYX | Smead Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFKX | Smead Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFFX | Smead Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFDX | Smead Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFCX | Smead Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFAX | Smead Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVBIX | JHancock Balanced I | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| SVBCX | JHancock Balanced C | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| SVBAX | JHancock Balanced A | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SVALX | Federated Hermes Strategic Value Div R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Value |
| SVAIX | Federated Hermes Strategic Value Div IS | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVACX | Federated Hermes Strategic Value Div C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVAAX | Federated Hermes Strategic Value Div A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SUWZX | DWS Core Equity R6 | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWIX | DWS Core Equity Inst | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWCX | DWS Core Equity C | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWAX | DWS Core Equity A | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUVZX | PGIM Quant Solutions Large-Cap Val Z | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| SUVQX | PGIM Quant Solutions Large-Cap Val R6 | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| SUVCX | PGIM Quant Solutions Large-Cap Val C | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| SUVAX | PGIM Quant Solutions Large-Cap Val A | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Large Blend |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 10 | 10 | 9 | X | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Large Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 10 | 10 | 9 | X | Large Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 6 | V | Large Blend |
| SURI | Simplify Propel Opportunities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SURE | AdvisorShares Insider Advantage ETF | Owns companies we recommend for divestment | 3 | 7 | 6 | 3 | X | Mid-Cap Blend |
| SUPP | TCW Transform Supply Chain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Large Blend |
| SUPL | ProShares Supply Chain Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| SUPCX | DWS Equity Sector Strategy Fund Class C | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SUPAX | DWS Equity Sector Strategy Fund Class A | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUGYX | Victory Pioneer Global Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | V | Global Large-Stock Growth |
| SUGCX | Victory Pioneer Global Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | V | Global Large-Stock Growth |
| SUGAX | Victory Pioneer Global Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | V | Global Large-Stock Growth |
| SUFCX | NAA Mid Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| STXV | Strive 1000 Value ETF | Owns companies we recommend for divestment | 23 | 21 | 29 | 24 | X | Large Value |
| STXM | Strive Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| STXK | Strive Small-Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Small Blend |
| STXI | Strive International Developed Mkts ETF | Owns companies we recommend for divestment | 5 | 4 | 15 | 8 | X | Foreign Large Blend |
| STXG | Strive 1000 Growth ETF | Owns companies we recommend for divestment | 24 | 14 | 32 | 27 | X | Large Growth |
| STXE | Strive Emerging Markets Ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| STXD | Strive 1000 Dividend Growth ETF | Owns companies we recommend for divestment | 9 | 5 | 8 | 11 | X | Large Blend |
| STVZX | Virtus Ceredex Large-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| STVTX | Virtus Ceredex Large-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| STSVX | BNY Mellon Sm Cp Val I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSOX | Sterling Capital SmCp Val C | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| STSNX | Sterling Capital SmCp Val A | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| STSCX | Sterling Capital SmCp Val Instl | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| STRV | Strive 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Large Blend |
| STRSX | Sterling Capital Special Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| STRNX | Sterling Capital MdCp Relatv Val C | Owns companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STRMX | Sterling Capital Mid Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| STRLX | Sterling Capital MdCp Relatv Val A | Owns companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STRGX | Sterling Capital MdCp Relatv Val Instl | Owns companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STREX | Sterling Capital Equity Income R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Value |
| STRBX | Sterling Capital Behav Sm Cp Val Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| STRAX | Sterling Capital Behav Lg Cp Val Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| STPIX | Saratoga Technology & Comm I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| STPCX | Saratoga Technology & Comm C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| STPAX | Saratoga Technology & Comm A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STNC | Hennessy Stance ESG ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 1 | V | Large Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| STMOX | Sterling Capital Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STMMX | Sterling Capital Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| STMDX | Sterling Capital Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 13 | 17 | 24 | 17 | X | Large Blend |
| STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 9 | 15 | 22 | 13 | X | Moderate Allocation |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| SSYGX | BNY Mellon Small Cap Gr Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSIX | SouthernSun Small Cap, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSSFX | SouthernSun Small Cap, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSRRX | Touchstone Small Company R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| SSPY | Stratified LargeCap Index ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSMOX | Steward Values Enhanced SmMidCapR6 | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SSMLX | State Street Small/Mid Cap Equity Idx I | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| SSMKX | State Street Small/Mid Cap Equity Idx K | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| SSMJX | State Street Small/Mid Cap Equity Idx A | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| SSMGX | Sit Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 7 | 7 | 9 | 11 | X | Small Blend |
| SSLCX | DWS Small Cap Core S | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 3 | 2 | 9 | 1 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 3 | 2 | 9 | 1 | X | Foreign Large Value |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 3 | 2 | 9 | 1 | X | Foreign Large Value |
| SSIFX | Saturna International | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| SSHVX | Sound Shore Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| SSHFX | Sound Shore Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGUX | State Street Target Retirement 2070 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGSX | Victory Sycamore Small Company Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SSGQX | State Street Target Retirement 2070 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGNX | State Street Target Retirement 2070 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGFX | Saturna Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSETX | BNY Mellon Small Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SSEIX | SouthernSun U.S. Equity, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEFX | SouthernSun U.S. Equity, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 4 | 3 | 15 | 4 | X | Foreign Large Blend |
| SSDZX | DWS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| SSDSX | DWS Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSDIX | DWS Small Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| SSDCX | DWS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDAX | DWS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSCYX | Saratoga Small Capitalization A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| SSCPX | Saratoga Small Capitalization I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| SSCOX | Touchstone Small Company C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Small Growth |
| SSCDX | Sit Small Cap Dividend Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Small Blend |
| SSCCX | Saratoga Small Capitalization C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSBIX | State Street Balanced Index K | Owns companies we recommend for divestment | 35 | 35 | 51 | 43 | X | Moderate Allocation |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 10 | 10 | 9 | X | Large Blend |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 3 | 2 | 9 | 1 | X | Foreign Large Value |
| SRWAX | SEI Market Growth Strategy F (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| SRVR | Pacer Benchmark Data&Infras RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | V | Global Large-Stock Blend |
| SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| SRHR | SRH REIT Covered Call ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SRHQ | SRH U.S. Quality GARP ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Blend |
| SRFMX | Sarofim Equity | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Large Blend |
| SREZX | PGIM Select Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SRET | Global X SuperDividend® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREQX | PGIM Select Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SRECX | PGIM Select Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREAX | PGIM Select Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Small Value |
| SQCBX | X-Square Balanced Fund, LLC C | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| SQBIX | X-Square Balanced Fund, LLC Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| SQBFX | X-Square Balanced Fund, LLC A | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 19 | 22 | 32 | 24 | X | Large Blend |
| SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| SPYGX | Spyglass Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| SPYD | SPDR® Portfolio S&P 500® High Div ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Mid-Cap Value |
| SPY | SPDR® S&P 500® ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXV | ProShares S&P 500® ex-Health Care | Owns companies we recommend for divestment | 20 | 20 | 34 | 23 | X | Large Blend |
| SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| SPXT | ProShares S&P 500® ex-Technology | Owns companies we recommend for divestment | 16 | 20 | 24 | 18 | X | Large Blend |
| SPXN | ProShares S&P 500® ex-Financials | Owns companies we recommend for divestment | 18 | 19 | 33 | 22 | X | Large Blend |
| SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 18 | 22 | 31 | 24 | X | Large Blend |
| SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SPWO | SP Funds S&P World ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Foreign Large Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Small Growth |
| SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 11 | 6 | 5 | X | Large Value |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 6 | X | Mid-Cap Value |
| SPUSX | Symmetry Panoramic US Equity I | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| SPUS | SP Funds S&P 500 Sharia Industry Ex ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 10 | 8 | X | Large Growth |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| SPTE | SP Funds S&P Global Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SPSDX | Sterling Capital Behav Sm Cp Val Eq C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| SPSCX | Sterling Capital Behav Sm Cp Val Eq Intl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| SPSAX | Sterling Capital Behav Sm Cp Val Eq A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| SPRX | Spear Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| SPRE | SP Funds S&P Global REIT Sharia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| SPQAX | PGIM Jennison Global Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMWX | Invesco SteelPath MLP Select 40 R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMVX | Invesco SteelPath MLP Select 40 R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMV | Invesco S&P 500 Minimum Variance ETF | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Blend |
| SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 6 | X | Large Blend |
| SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SPMCX | Saratoga Mid Capitalization C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| SPMAX | Saratoga Mid Capitalization A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| SPLG | SPDR® Portfolio S&P 500® ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Blend |
| SPHD | Invesco S&P 500® High Div Low Vol ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| SPHB | Invesco S&P 500® High Beta ETF | Owns companies we recommend for divestment | 3 | 3 | 12 | 5 | X | Mid-Cap Blend |
| SPGRX | DWS Equity Sector Strategy Fund Class S | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SPGP | Invesco S&P 500 GARP ETF | Owns companies we recommend for divestment | 5 | 4 | 9 | 3 | X | Large Value |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 26 | 24 | 59 | 29 | X | Global Large-Stock Blend |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SPGEX | Symmetry Panoramic Global Equity I | Owns companies we recommend for divestment | 27 | 26 | 45 | 28 | X | Global Large-Stock Blend |
| SPFZX | PGIM Jennison Focused Growth Z | Owns companies we recommend for divestment | 2 | 6 | 9 | 4 | X | Large Growth |
| SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 2 | 14 | 20 | 12 | V | Large Blend |
| SPFCX | PGIM Jennison Focused Growth C | Owns companies we recommend for divestment | 2 | 6 | 9 | 4 | X | Large Growth |
| SPFAX | PGIM Jennison Focused Growth A | Owns companies we recommend for divestment | 2 | 6 | 9 | 4 | X | Large Growth |
| SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 26 | 6 | X | Europe Stock |
| SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | V | Large Growth |
| SPECX | Alger Spectra A | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 57 | 12 | X | Foreign Large Blend |
| SPDV | AAM S&P 500 High Dividend Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 6 | X | Mid-Cap Value |
| SPDG | SPDR Portfolio S&P Sector Netrl Div ETF | Owns companies we recommend for divestment | 12 | 12 | 15 | 11 | X | Large Value |
| SPCZ | RiverNorth Ehd PMgr SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| SPC | CrossingBridge Pre-Merger SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| SPAQ | Horizon Kinetics SPAC Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SPAM | Themes Cybersecurity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Technology |
| SOXX | iShares Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| SOXQ | Invesco PHLX Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| SOVF | Sovereign's Capital Flourish Fund | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Blend |
| SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| SOIVX | Spirit of America Large Cap Value Inst | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| SOIUX | Spirit of America Utilts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SOIAX | Spirit of America Real Estate Inc&Gr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SOCUX | Spirit of America Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SOCL | Global X Social Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Communications |
| SOAVX | Spirit of America Large Cap Value A | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| SOAUX | Spirit of America Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SOAEX | Spirit of America Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SOAAX | Spirit of America Real Estate Inc & Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| SNWRX | Easterly Snow Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWIX | Easterly Snow Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWCX | Easterly Snow Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWAX | Easterly Snow Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNTKX | Steward International Enhanced Index A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SNTFX | Steward International Enhanced Index R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SNTCX | Steward International Enhanced Index I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SNSR | Global X Internet of Things ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Technology |
| SNPV | Xtrackers S&P 500 Value Scrd & Scrn ETF | Owns companies we recommend for divestment | 5 | 12 | 10 | 6 | V | Large Value |
| SNPTX | DWS Equity Sector Strategy Institutional | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SNPG | Xtrackers S&P 500 Growth Scrd & Scrn ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | V | Large Growth |
| SNPE | Xtrackers S&P 500 Scrd & Scrn ETF | Owns companies we recommend for divestment | 7 | 17 | 16 | 10 | V | Large Blend |
| SNPD | Xtrackers S&P Div Arstcrts Scrn ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 1 | V | Mid-Cap Value |
| SNIGX | Sit Large Cap Growth | Owns companies we recommend for divestment | 4 | 5 | 12 | 9 | X | Large Growth |
| SNIEX | BNY Mellon International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| SNGRX | Sit International Growth | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Blend |
| SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 15 | 14 | 17 | 19 | X | Mid-Cap Blend |
| SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Mid-Cap Value |
| SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Mid-Cap Value |
| SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Value |
| SMVLX | Smead Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Mid-Cap Value |
| SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMRPX | Westwood Salient MLP & Engy Infras Ultr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMRI | Bushido Capital US Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 1 | X | Large Value |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 6 | X | Small Blend |
| SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Large Growth |
| SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Large Growth |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Small Blend |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Small Value |
| SMLPX | Westwood Salient MLP & Engy Infras Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMLL | Harbor Active Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Small Blend |
| SMKDX | SEI Market Growth Strategy D (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| SMIZ | Zacks Small/Mid Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Small Blend |
| SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Large Growth |
| SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Large Growth |
| SMIPX | Saratoga Mid Capitalization I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 15 | 6 | X | Foreign Large Value |
| SMIN | iShares MSCI India Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| SMIG | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| SMHX | VanEck Fabless Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| SMH | VanEck Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| SMGSX | SEI Market Growth Strategy I (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| SMGEX | Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SMFPX | Westwood Salient MLP & Engy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| SMDV | ProShares Russell 2000 Dividend Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| SMDNX | American Funds U.S. Sm & Md Cp Eq F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| SMDKX | American Funds U.S. Sm & Md Cp Eq F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDJX | American Funds U.S. Sm & Md Cp Eq F-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| SMDGX | American Funds U.S. Sm & Md Cp Eq C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDEX | American Funds U.S. Sm & Md Cp Eq A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SMCO | Hilton Small-MidCap Opportunity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 2 | X | Mid-Cap Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| SMCF | Themes US Small Cp CA Flw Champ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Value |
| SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Small Growth |
| SMAPX | Westwood Salient MLP & Engy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMAP | Amplify Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 21 | 22 | 16 | X | Large Blend |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SLWGX | Slow Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| SLVYX | Saratoga Large Capitalization Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SLVR | Sprott Silver Mnrs & Physical Silver ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SLVCX | Saratoga Large Capitalization Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SLSSX | Selected International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| SLSDX | Selected International D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 8 | 8 | 11 | 9 | X | Small Blend |
| SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Blend |
| SLGYX | Saratoga Large Capitalization Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| SLGCX | Saratoga Large Capitalization Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 21 | 22 | 16 | X | Large Blend |
| SLCVX | Saratoga Large Capitalization Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SLCGX | Saratoga Large Capitalization Growth I | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 19 | 21 | 35 | 21 | X | Large Blend |
| SLASX | Selected American Shares S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| SLARX | DWS Latin America Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLAPX | DWS Latin America Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLANX | DWS Latin America Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLAFX | DWS Latin America Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLADX | Selected American Shares D | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| SKYY | First Trust Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SJVIX | Steward Large Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 8 | 3 | X | Large Value |
| SJVAX | Steward Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 8 | 3 | X | Large Value |
| SJGIX | Steward Large Cap Growth I | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| SJGAX | Steward Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| SJCRX | Steward Large Cap Core R6 | Owns companies we recommend for divestment | 1 | 5 | 10 | 4 | X | Large Blend |
| SJCIX | Steward Large Cap Core I | Owns companies we recommend for divestment | 1 | 5 | 10 | 4 | X | Large Blend |
| SJCAX | Steward Large Cap Core A | Owns companies we recommend for divestment | 1 | 5 | 10 | 4 | X | Large Blend |
| SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Mid-Cap Blend |
| SIXS | ETC 6 Meridian Small Cap Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| SIXL | ETC 6 Meridian Low Beta Eq Strat ETF | Owns companies we recommend for divestment | 5 | 8 | 7 | 6 | X | Mid-Cap Blend |
| SIXG | Defiance Connective Technologies ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| SIXA | ETC 6 Meridian Mega Cap Equity ETF | Owns companies we recommend for divestment | 6 | 7 | 15 | 7 | X | Large Value |
| SIVLX | Seafarer Overseas Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| SISLX | Shelton International Select Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| SISEX | Shelton International Select Eq Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 15 | 6 | X | Foreign Large Value |
| SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Infrastructure |
| SILVX | SGI US Large Cap Equity I | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SIIEX | Touchstone International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SIGIX | Seafarer Overseas Gr and Income Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SIFZX | Saturna International Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| SIEYX | Saratoga International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SIEPX | Saratoga International Equity I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SIECX | Saratoga International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SIDVX | Hartford Schroders Intl Multi-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| SIDRX | Hartford Schroders Intl Multi-Cp Val SDR | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| SIDNX | Hartford Schroders Intl Multi-Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 3 | 1 | 9 | 3 | X | Foreign Large Blend |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| SIBAX | Sit Balanced | Owns companies we recommend for divestment | 4 | 6 | 11 | 10 | X | Moderate Allocation |
| SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXCX | American Beacon Shapiro Equity Opps C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXAX | American Beacon Shapiro Equity Opps A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHUS | Stratified LargeCap Hedged ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Mid-Cap Value |
| SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHRY | First Trust Bloomberg Shld Yld ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| SHRAX | ClearBridge Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| SHPP | Pacer Industrials and Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Industrials |
| SHPCX | Saratoga Health & Biotechnology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHPAX | Saratoga Health & Biotechnology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHOC | Strive U.S. Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| SHLD | Global X Defense Tech ETF | Owns companies we recommend for divestment | 10 | 0 | 10 | 11 | X | Industrials |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 8 | 15 | 10 | V | Large Blend |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| SGZFX | Saturna Growth Z | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SGSCX | DWS Global Small Cap S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Growth |
| SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Growth |
| SGQIX | DWS International Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGQCX | DWS International Growth C | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGQAX | DWS International Growth A | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGPSX | ProFunds Small Cap Growth Svc | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| SGPIX | ProFunds Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| SGNFX | Sparrow Growth No-Load | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| SGLIX | SGI Global Equity I | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Global Large-Stock Blend |
| SGLC | SGI U.S. Large Cap Core ETF | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Blend |
| SGISX | Steward Global Equity Income Fund I | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Moderately Aggressive Allocation |
| SGIGX | Steward Global Equity Income Fund R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGIFX | Steward Global Equity Income Fund C | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGIDX | Steward Global Equity Income Fund A | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGICX | SGI US Large Cap Equity C | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| SGGIX | DWS Large Cap Focus Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGGCX | DWS Large Cap Focus Growth C | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGGAX | DWS Large Cap Focus Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGFFX | Sparrow Growth A | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| SGFCX | Sparrow Growth C | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Moderately Aggressive Allocation |
| SGDM | Sprott Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDLX | Sprott Gold Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDJ | Sprott Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDIX | Sprott Gold Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGAPX | Virtus SGA Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGACX | Virtus SGA Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SFYX | SoFi Next 500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SFYF | SoFi Social 50 ETF | Owns companies we recommend for divestment | 2 | 8 | 13 | 6 | X | Large Growth |
| SFY | SoFi Select 500 ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Growth |
| SFVRX | Seafarer Overseas Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFVLX | Seafarer Overseas Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 8 | 8 | 11 | 9 | X | Small Blend |
| SFSLX | 1919 Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 4 | 0 | 4 | 0 | X | Global Real Estate |
| SFPIX | Saratoga Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SFPCX | Saratoga Financial Service C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SFPAX | Saratoga Financial Service A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SFNNX | Schwab Fundamental Intl Equity Index Fd | Owns companies we recommend for divestment | 13 | 7 | 34 | 10 | X | Foreign Large Value |
| SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SFLO | VictoryShares Small Cap Fr CA Flw ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 23 | 26 | 36 | 32 | X | Large Value |
| SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 23 | 3 | 35 | 1 | X | Foreign Small/Mid Value |
| SFGRX | Seafarer Overseas Gr and Income Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFGIX | Seafarer Overseas Gr and Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFGCX | NAA World Equity Income C | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SFENX | Schwab Fundamental Emerging Mkts Eq Idx | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SFECX | NAA Large Core C | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| SEWIX | NAA World Equity Income Instl | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SEVSX | NAA SMid Cap Value C | Owns companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Value |
| SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SEVAX | NAA SMid Cap Value A | Owns companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Small Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SETM | Sprott Critical Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | V | Global Large-Stock Blend |
| SEQUX | Sequoia | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Global Large-Stock Growth |
| SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SEQAX | NAA World Equity Income A | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| SEPIX | Saratoga Energy & Basic Materials I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SEPCX | Saratoga Energy & Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMI | Columbia Select Technology ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Technology |
| SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| SELV | SEI Enhanced Low Volatil US Lg Cap ETF | Owns companies we recommend for divestment | 3 | 11 | 10 | 8 | X | Large Value |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEIV | SEI Enhanced US Large Cap Value Fac ETF | Owns companies we recommend for divestment | 6 | 10 | 16 | 11 | X | Large Value |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| SEIS | SEI Select Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Small Blend |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEIQ | SEI Enhanced US Large Cap Qual Fac ETF | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Blend |
| SEIM | SEI Enhanced US Large Cap Momt Fac ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| SEIE | SEI Select International Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 12 | 4 | X | Global Large-Stock Blend |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 10 | 18 | 25 | 15 | X | Large Blend |
| SEGIX | NAA Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| SEEM | SEI Select Emerging Markets Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEEKX | Steward Values Enhanced Lg Cap A | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| SEEHX | Steward Values Enhanced Lg Cap R6 | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| SEEGX | JPMorgan Large Cap Growth I | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Global Large-Stock Blend |
| SEECX | Steward Values Enhanced Lg Cap I | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| SECUX | NAA Mid Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| SECIX | NAA Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| SECEX | NAA Large Core A | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Blend |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| SEA | US Global Sea to Sky Cargo ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Industrials |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 7 | 7 | 11 | 6 | X | Mid-Cap Value |
| SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Small Value |
| SDVSX | Sit Dividend Growth S | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| SDVGX | Sit Dividend Growth I | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| SDMGX | Sit Developing Markets Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Emerging Mkts |
| SDIVX | Stock Dividend | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| SDIV | Global X SuperDividend™ ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Small/Mid Stock |
| SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| SDFSX | Sit Small Cap Dividend Growth S | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Small Blend |
| SDEM | Global X MSCI SuperDividend® Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| SCYVX | AB Small Cap Value Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| SCVNX | Allspring Small Company Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| SCVAX | Allspring Small Company Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSIX | Sterling Capital SmCp Val R6 | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SCREX | Sterling Capital Rl Estt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SCQGX | DWS Large Cap Focus Growth S | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SCPIX | DWS S&P 500 Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 13 | 17 | 27 | 17 | X | Large Blend |
| SCORX | Saturna Core | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Moderate Allocation |
| SCOBX | DWS International Growth S | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SCMGX | Sands Capital Global Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
| SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SCHY | Schwab International Dividend Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 26 | 24 | 39 | 31 | X | Large Blend |
| SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 22 | 17 | 27 | 19 | X | Large Value |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 9 | 6 | 8 | 11 | X | Mid-Cap Blend |
| SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 7 | 12 | 12 | X | Large Growth |
| SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 19 | 7 | 47 | 11 | X | Foreign Large Blend |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 6 | 6 | 3 | X | Large Value |
| SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 34 | 35 | 51 | 43 | X | Large Blend |
| SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 8 | 12 | 12 | 12 | X | Small Blend |
| SCGVX | Sands Capital Global Growth Inv | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SCECX | Steward Values Enhanced SmMidCapI | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SCDV | Bahl & Gaynor Small Cap Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SCDS | JPMorgan Fundamental Data Sci Sm Cor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SCDGX | DWS Core Equity S | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SCCVX | AB Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| SCAVX | AB Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| SCAP | Infrastructure Capital Small Cap Inc ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SBSIX | Segall Bryant & Hamill Intl Sm Cp Ins | Owns companies we recommend for divestment | 5 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SBRVX | Segall Bryant & Hamill Sm Cp Val Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SBRAX | Segall Bryant & Hamill All Cap Ret | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| SBQUX | AmericaFirst Alpha Trends Factor Class U | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Large Blend |
| SBQIX | AmericaFirst Alpha Trends Factor Class I | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Large Blend |
| SBQAX | AmericaFirst Alpha Trends Factor Class A | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Large Blend |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SBMBX | Saratoga Energy & Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBHVX | Segall Bryant & Hamill Sm Cp Val Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SBHSX | Segall Bryant & Hamill Intl Sm Cp Ret | Owns companies we recommend for divestment | 5 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| SBHIX | Saratoga Health & Biotechnology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SBHEX | Segall Bryant & Hamill Em Mkts Retl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SBHCX | Segall Bryant & Hamill Small Cap Cre Ret | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| SBHAX | Segall Bryant & Hamill All Cap Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| SBFAX | 1919 Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| SBEMX | Segall Bryant & Hamill Em Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| SBASX | Segall Bryant &Hamill Small Cap Cre Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| SAWS | AAM Sawgrass U.S. Sm Cp Qual Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| SAWG | AAM Sawgrass U.S. Lg Cp Qual Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Large Blend |
| SAUMX | SA US Small Company | Owns companies we recommend for divestment | 12 | 12 | 14 | 19 | X | Small Blend |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| SAREX | SA Real Estate Securities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| SAOPX | Barrett Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Large Blend |
| SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Mid-Cap Value |
| SAMT | Strategas Macro Thematic Opp ETF | Owns companies we recommend for divestment | 1 | 6 | 4 | 3 | X | Large Blend |
| SAMM | Strategas Macro Momentum ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| SAMKX | SA US Core Market | Owns companies we recommend for divestment | 26 | 26 | 39 | 34 | X | Large Blend |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SAIEX | Spirit of America Energy Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SAHMX | SA International Value | Owns companies we recommend for divestment | 5 | 3 | 17 | 4 | X | Foreign Large Value |
| SAGYX | ClearBridge Growth I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| SAGWX | Touchstone Small Company A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| SAGP | Strategas Global Policy Opp ETF | Owns companies we recommend for divestment | 13 | 5 | 8 | 16 | X | Global Small/Mid Stock |
| SAGCX | ClearBridge Growth C | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| SAEMX | SA Emerging Markets Value | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | V | Mid-Cap Blend |
| SACVX | Spirit of America Large Cap Value C | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| SACRX | Spirit of America Real Estate Inc&Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SACEX | Spirit of America Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| SABTX | SA US Value | Owns companies we recommend for divestment | 12 | 11 | 16 | 15 | X | Large Value |
| SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RZG | Invesco S&P SmallCap 600® Pure Gr ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYZCX | Rydex Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYZAX | Rydex S&P 500 Pure Value H | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYYCX | Rydex S&P SmallCap 600 Pure Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYWCX | Rydex S&P SmallCap 600 Pure Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYWAX | Rydex S&P SmallCap 600 Pure Growth H | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYVVX | Rydex S&P 500 Pure Value C | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYVPX | Royce Smaller-Companies Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RYVIX | Rydex Energy Services Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYVFX | Royce Small-Cap Value Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYVCX | Rydex Energy Services C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYVAX | Rydex Energy Services H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYUTX | Rydex Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYUIX | Rydex Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYTSX | Rydex Transportation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYTRX | Royce Small-Cap Total Return Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTLX | Rydex Telecommunications A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYTIX | Rydex Technology Inv | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYTHX | Rydex Technology A | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYTFX | Royce Small-Cap Total Return Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTCX | Royce Small-Cap Total Return Consult | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTAX | Rydex Technology H | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYSYX | Rydex S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSVX | Rydex S&P SmallCap 600 Pure Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYSPX | Rydex S&P 500 H | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSOX | Rydex S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSIX | Rydex Electronics Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYSGX | Rydex S&P SmallCap 600 Pure Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYSEX | Royce Small-Cap Special Equity Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYSCX | Rydex Electronics C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYSAX | Rydex Electronics H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYRTX | Rydex Retailing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRIX | Rydex Retailing Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYREX | Rydex Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYRCX | Rydex Retailing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRAX | Rydex Retailing H | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYPRX | Royce Premier Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RYPNX | Royce Small-Cap Opportunity Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| RYPMX | Rydex Precious Metals Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYPIX | Rydex Transportation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYPFX | Royce Small-Cap Fund Svc | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Small Blend |
| RYPDX | Rydex Consumer Products A | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYPCX | Royce Small-Cap Fund Consult | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Small Blend |
| RYPAX | Rydex Transportation H | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYOTX | Royce Micro-Cap Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYOIX | Rydex Biotechnology Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYOFX | Royce Small-Cap Opportunity Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| RYOCX | Rydex NASDAQ-100® Inv | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYOAX | Rydex Biotechnology H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYMVX | Rydex S&P MidCap 400 Pure Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYMPX | Rydex Precious Metals H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYMNX | Rydex Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYMMX | Rydex S&P MidCap 400 Pure Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYMIX | Rydex Telecommunications Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYMGX | Rydex S&P MidCap 400 Pure Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RYMCX | Royce Micro-Cap Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYMAX | Rydex Telecommunications H | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYLVX | Rydex S&P 500 Pure Value A | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYLSX | Rydex Leisure A | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLIX | Rydex Leisure Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLGX | Rydex S&P 500 Pure Growth A | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYLCX | Rydex Leisure C | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLAX | Rydex Leisure H | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYKIX | Rydex Banking Inv | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYKCX | Rydex Banking C | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYKAX | Rydex Banking H | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYIPX | Royce International Premier Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RYINX | Rydex Internet A | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYIIX | Rydex Internet Inv | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYICX | Rydex Internet C | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYIAX | Rydex Internet H | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYHRX | Rydex Real Estate H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYHOX | Rydex NASDAQ-100® H | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYHIX | Rydex Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHEX | Rydex Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHCX | Rydex Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHAX | Rydex Health Care H | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYGRX | Rydex S&P 500 Pure Growth C | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYFNX | Rydex Financial Services A | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFIX | Rydex Financial Services Inv | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFCX | Rydex Financial Services C | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFAX | Rydex Financial Services H | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYESX | Rydex Energy Services A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYENX | Rydex Energy A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYELX | Rydex Electronics A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYEIX | Rydex Energy Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYECX | Rydex Energy C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYEAX | Rydex Energy H | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYDVX | Royce Dividend Value Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RYDKX | Rydex Dow Jones Industrial Average® C | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYDHX | Rydex Dow Jones Industrial Average® H | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYDAX | Rydex Dow Jones Industrial Average® A | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYCUX | Rydex Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYCSX | Rydex Telecommunications C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYCRX | Rydex Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYCPX | Rydex Consumer Products C | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYCOX | Rydex NASDAQ-100® C | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYCNX | Rydex Transportation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYCKX | Rydex S&P MidCap 400 Pure Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RYCIX | Rydex Consumer Products Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYCHX | Rydex Technology C | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYCFX | Rydex Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYCAX | Rydex Consumer Products H | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYBOX | Rydex Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYBMX | Rydex Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBKX | Rydex Banking A | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYBIX | Rydex Basic Materials Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBHX | Rydex S&P MidCap 400 Pure Growth H | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RYBCX | Rydex Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBAX | Rydex Basic Materials H | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYAZX | Rydex S&P SmallCap 600 Pure Value H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYAWX | Rydex S&P 500 Pure Growth H | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYAVX | Rydex S&P MidCap 400 Pure Value H | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYAUX | Rydex Utilities H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYATX | Rydex NASDAQ-100® A | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RXI | iShares Global Consumer Discr ETF | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Consumer Cyclical |
| RWX | SPDR® Dow Jones® International RelEstETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWR | SPDR® Dow Jones® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWO | SPDR® Dow Jones® Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Value |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWGIX | Wedgewood Institutional | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| RWGFX | Wedgewood Retail | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWCIX | Redwheel Global Emerging Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RWCEX | Redwheel Global Emerging Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RVVHX | Royce Small-Cap Value Investment | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RVRB | Reverb ETF | Owns companies we recommend for divestment | 20 | 22 | 32 | 23 | X | Large Blend |
| RVPIX | Royce Smaller-Companies Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RVPHX | Royce Smaller-Companies Growth Invmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RVER | Trenchless Fund ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Mid-Cap Growth |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RUSRX | Lazard US Systematic Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 4 | X | Small Blend |
| RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RUNN | Running Oak Efficient Growth ETF | Owns companies we recommend for divestment | 4 | 1 | 3 | 6 | X | Mid-Cap Blend |
| RULE | Adaptive Core ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Moderate Allocation |
| RUDAX | BNY Mellon Sm Cp Val A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| RTXSX | Russell Inv Tax-Managed Real Assets S | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXMX | Russell Inv Tax-Managed Real Assets M | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXCX | Russell Inv Tax-Managed Real Assets C | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXAX | Russell Inv Tax-Managed Real Assets A | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTSSX | Russell Inv Tax-Managed US Mid&Sm Cap S | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| RTSGX | Transamerica Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RTSCX | Russell Inv Tax-Managed US Mid&Sm Cap C | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| RTSAX | Russell Inv Tax-Managed US Mid&Sm Cap A | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| RTRRX | Royce Small-Cap Total Return R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RTRIX | Royce Small-Cap Total Return Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RTOUX | Russell Inv Tax-Managed US Mid&Sm Cap M | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| RTNSX | Russell Inv Tax-Managed Intl Eq S | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTNCX | Russell Inv Tax-Managed Intl Eq C | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTNAX | Russell Inv Tax-Managed Intl Eq A | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTMTX | Russell Inv Tax-Managed US Large Cap M | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RTLCX | Russell Inv Tax-Managed US Large Cap C | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RTLAX | Russell Inv Tax-Managed US Large Cap A | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RTIYX | Russell Inv Multifactor Intl Eq Y | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTIUX | Russell Inv Tax-Managed Intl Eq M | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTITX | Russell Inv Multifactor Intl Eq M | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTISX | Russell Inv Multifactor Intl Eq S | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTIRX | Russell Inv Multifactor Intl Eq R6 | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Consumer Cyclical |
| RTDYX | Russell Inv Multifactor US Equity Y | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDTX | Russell Inv Multifactor US Equity M | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDSX | Russell Inv Multifactor US Equity S | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDRX | Russell Inv Multifactor US Equity R6 | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDCX | Russell Inv Multifactor US Equity C | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDAX | Russell Inv Multifactor US Equity A | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| RSVIX | RBC Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| RSSYX | Victory RS Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSSRX | Victory RS Select Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSSL | Global X Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| RSRFX | Reaves Infrastructure Fund Class Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| RSQCX | Royce Small-Cap Special Equity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSQAX | Russell Inv Equity Income A | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RSPU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RSPT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| RSPS | Invesco S&P 500® Eql Wt Cnsm Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 0 | X | Consumer Defensive |
| RSPR | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RSPN | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RSPM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RSPH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| RSPG | Invesco S&P 500® Equal Weight Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RSPF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 10 | 11 | 8 | V | Large Value |
| RSPD | Invesco S&P 500® Equal Wt Cnsm Disc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| RSPC | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSMVX | William Blair Small-Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| RSIRX | Victory RS International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| RSIGX | Victory RS International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RSHO | Tema American Reshoring ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Industrials |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 5 | 12 | 4 | X | Global Large-Stock Blend |
| RSGFX | Victory RS Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Global Large-Stock Value |
| RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RSERX | Victory Sophus Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSEIX | Royce Small-Cap Special Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSEFX | Royce Small-Cap Special Equity Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| RSDGX | Victory RS Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| RRSVX | RBC Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| RRSRX | Russell Inv Global Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSCX | Russell Inv Global Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| RREYX | Russell Inv Global Real Estate Secs Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRESX | Russell Inv Global Real Estate Secs S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RREAX | Russell Inv Global Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| RPXIX | RiverPark Large Growth Institutional | Owns companies we recommend for divestment | 1 | 6 | 8 | 5 | X | Large Growth |
| RPXFX | RiverPark Large Growth Retail | Owns companies we recommend for divestment | 1 | 6 | 8 | 5 | X | Large Growth |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Mid-Cap Value |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RPRCX | Royce Premier Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RPNRX | RiverPark/Next Century Lg Gr Retl | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| RPNLX | RiverPark/Next Century Lg Gr Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| RPNIX | Riverpark/Next Century Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPNCX | Riverpark/Next Century Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPMYX | Reinhart International PMV Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| RPMVX | Reinhart Mid Cap PMV Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMNX | Reinhart Mid Cap PMV Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMMX | Reinhart Mid Cap PMV Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMIX | Royce Small-Cap Fund Instl | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Small Blend |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPMFX | Reinhart Genesis PMV Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPMAX | Reinhart Genesis PMV Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RPFIX | Royce Premier Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| RPFFX | Royce Premier Service | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| RPFCX | Davis Balanced Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Moderately Aggressive Allocation |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 13 | 12 | 30 | 17 | X | Moderate Allocation |
| ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 8 | 15 | 18 | 9 | X | Large Value |
| ROSC | Hartford Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Value |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 11 | 0 | 8 | 9 | X | Industrials |
| ROIS | Hartford Multifactor InternationalSmCETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| ROGSX | Red Oak Technology Select | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Technology |
| ROFRX | Royce Small-Cap Opportunity R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| ROFIX | Royce Small-Cap Opportunity Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| ROFCX | Royce Small-Cap Opportunity Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| ROE | Astoria US Equal Weight Quality KingsETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 5 | X | Large Value |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 14 | 2 | 24 | 5 | X | Foreign Large Value |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 8 | 2 | 14 | 4 | X | Foreign Large Value |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Technology |
| ROBO | Robo Global® Robotics&Automation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Global Small/Mid Stock |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| RNWZ | TrueShares Eagle Glbl Rnwbls Engy IncETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RND | First Trust Bloomberg R&D Leaders ETF | Owns companies we recommend for divestment | 3 | 4 | 11 | 4 | X | Large Blend |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RMVIX | RBC Microcap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| RMMTX | Russell Inv Emerging Markets M | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| RMLPX | Recurrent MLP & Infrastructure Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMDMX | American Funds U.S. Sm & Md Cp Eq R-6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDLX | American Funds U.S. Sm & Md Cp Eq R-5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDKX | American Funds U.S. Sm & Md Cp Eq R-5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDJX | American Funds U.S. Sm & Md Cp Eq R-4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDHX | American Funds U.S. Sm & Md Cp Eq R-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDGX | American Funds U.S. Sm & Md Cp Eq R-2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDEX | American Funds U.S. Sm & Md Cp Eq R-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDDX | American Funds U.S. Sm & Md Cp Eq R-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Growth |
| RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Growth |
| RMCFX | Royce Micro-Cap Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RMBTX | RMB International I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| RMBNX | RMB Mendon Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBMX | RMB SMID Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMBLX | RMB Mendon Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBKX | RMB Mendon Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBJX | RMB C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| RMBHX | RMB A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| RMBGX | RMB I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| RMBBX | RMB Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 0 | X | Global Moderate Allocation |
| RLUSX | Lazard US Equity Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| RLUEX | Lazard US Equity Concentrated R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| RLSMX | Lazard US Small Cap Equity Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Global Small/Mid Stock |
| RLITX | Lazard International Strategic Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| RLISX | Russell Inv Equity Income S | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| RLIIX | ALPS Asset Allocation Growth & Inc I | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RLIEX | Lazard International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| RLGYX | Russell Inv Global Equity Y | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RLGCX | ALPS Asset Allocation Growth & Inc C | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RLGAX | ALPS Asset Allocation Growth & Inc Inv | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RLEOX | Lazard Emerging Markets Core Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RLEMX | Lazard Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| RJMG | FT Raymond James Multcp Gr Eq ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 3 | X | Large Growth |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| RIVSX | River Oak Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RIVRX | Riverbridge Growth Investor | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| RIVBX | Riverbridge Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISN | Inspire Tactical Balanced ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISAX | Manning & Napier Rainier Intl Discv S | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIPNX | Royce International Premier Investment | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RIPIX | Royce International Premier Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RINC | AXS Real Estate Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RILA | Indexperts Gorilla Aggressive Growth ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Growth |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGCX | Victory RS International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RIET | Hoya Capital High Dividend Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RIERX | RBC International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| RIEIX | RBC International Equity I | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIEAX | RBC International Equity A | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RHJSX | Rice Hall James Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGSCX | Virtus KAR Global Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGPAX | RBC Global Opportunities A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGORX | RBC Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGOIX | RBC Global Opportunities I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLIX | RBC Global Equity Leaders I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGIYX | Russell Inv Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGISX | Russell Inv Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RGIAX | Russell Inv Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 5 | 12 | 4 | X | Global Large-Stock Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 5 | 12 | 4 | X | Global Large-Stock Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 5 | 12 | 4 | X | Global Large-Stock Blend |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 5 | 12 | 4 | X | Global Large-Stock Blend |
| RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGFTX | Russell Inv Global Infrastructure M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGESX | Russell Inv Global Equity S | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| RGELX | RBC Global Equity Leaders A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGEF | Rockefeller Global Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 12 | 5 | X | Global Large-Stock Blend |
| RGECX | Russell Inv Global Equity C | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGEAX | Russell Inv Global Equity A | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGDTX | Russell Inv Global Equity M | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGCIX | Russell Inv Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RFISX | Ranger Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RFIMX | Ranger Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 4 | 7 | 10 | 8 | X | Large Blend |
| RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Europe Stock |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Foreign Large Value |
| RFDA | RiverFront Dynamic US Dividend Advtg ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 6 | X | Large Value |
| RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 11 | 10 | 12 | 11 | X | Large Value |
| REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Global Large-Stock Value |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Global Large-Stock Value |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REUYX | Russell Sustnbl Aware Eq Y | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| RETTX | Russell Inv Global Real Estate Secs M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RETSX | Russell Inv Tax-Managed US Large Cap S | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RESGX | Glenmede Environmental Accountability | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | V | Large Value |
| RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| REQTX | Russell Sustnbl Aware Eq S | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REQSX | Russell Inv Equity Income C | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| REQCX | Russell Sustnbl Aware Eq C | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REQAX | Russell Sustnbl Aware Eq A | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| REMYX | Russell Inv Emerging Markets Y | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REMX | VanEck Rare Earth & Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| REMSX | Russell Inv Emerging Markets S | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REMKX | Victory Sophus Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REMCX | Russell Inv Emerging Markets C | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REMAX | Russell Inv Emerging Markets A | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RELVX | Russell LfPts EqAggrStrat R5 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELSX | Russell LfPts EqAggrStrat S | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELRX | Russell LfPts EqAggrStrat R1 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELCX | Russell LfPts EqAggrStrat C | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| REIZX | Third Avenue International RE Val Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REIGX | Federated Hermes International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| REIFX | Third Avenue International RE Val Fndrs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| REGRX | Russell Inv Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REGL | ProShares S&P MidCap 400 Dividend Arst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | V | Large Blend |
| RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 13 | 16 | 21 | 18 | X | Large Blend |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| REAYX | Russell Inv Equity Income Y | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAI | Intelligent Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| READX | Lazard Emerging Markets Eq Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAAX | Russell LfPts EqAggrStrat A | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDVY | First Trust Rising Dividend Achiev ETF | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Value |
| RDVIX | Royce Dividend Value Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RDLCX | Columbia Disciplined Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| RDLAX | Columbia Disciplined Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 3 | X | Mid-Cap Value |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| RCSIX | RBC Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RCMPX | Lazard International Quality Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RCKSX | Rock Oak Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Technology |
| RCGHX | Virtus KAR Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| RCGE | RockCreek Global Equality ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 10 | X | Global Large-Stock Blend |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBVAX | RBC Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RBRCX | RBC Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBNNX | Robinson Opportunistic Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNCX | Robinson Opportunistic Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNAX | Robinson Opportunistic Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Industrials |
| RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RBGCX | Columbia Capital Allocation Agrsv C | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCGX | Reynolds Blue Chip Growth | Owns companies we recommend for divestment | 8 | 13 | 21 | 9 | X | Large Growth |
| RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 13 | 12 | 30 | 17 | X | Moderate Allocation |
| RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| RAYJ | Rayliant SMDAM Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Japan Stock |
| RAYE | Rayliant Quantamental Emer Mkt Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| RAYD | Rayliant Quantitative Dev Mkt Eq ETF | Owns companies we recommend for divestment | 2 | 7 | 8 | 7 | X | Global Large-Stock Blend |
| RAYC | Rayliant Quantamental China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAPZX | Cohen & Steers Real Assets Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 0 | X | Global Moderate Allocation |
| RAPRX | Cohen & Steers Real Assets R | Owns companies we recommend for divestment | 1 | 2 | 2 | 0 | X | Global Moderate Allocation |
| RAPIX | Cohen & Steers Real Assets I | Owns companies we recommend for divestment | 1 | 2 | 2 | 0 | X | Global Moderate Allocation |
| RAPCX | Cohen & Steers Real Assets C | Owns companies we recommend for divestment | 1 | 2 | 2 | 0 | X | Global Moderate Allocation |
| RAPAX | Cohen & Steers Real Assets A | Owns companies we recommend for divestment | 1 | 2 | 2 | 0 | X | Global Moderate Allocation |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RALVX | Russell LfPts Aggr Strat R5 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALSX | Russell LfPts Aggr Strat S | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALRX | Russell LfPts Aggr Strat R1 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALCX | Russell LfPts Aggr Strat C | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALAX | Russell LfPts Aggr Strat A | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RAIWX | Manning & Napier Rainier Intl Discv W | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RAIRX | Manning & Napier Rainier Intl Discv Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| RAIIX | Manning & Napier Rainier Intl Discv I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Technology |
| RAGIX | ALPS Asset Allocation Growth & Inc A | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 9 | 16 | 8 | V | Large Value |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAAX | VanEck Real Assets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 1 | X | Global Moderate Allocation |
| RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAAIX | Altegris/AACA Opportunistic Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAACX | Altegris/AACA Opportunistic Real Estt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAAAX | Altegris/AACA Opportunistic Real Estt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 34 | 27 | 62 | 37 | X | Global Large-Stock Blend |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 19 | 18 | 31 | 22 | X | Large Blend |
| QVAL | Alpha Architect US Quantitative Val ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Mid-Cap Value |
| QUVU | Hartford Quality Value ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUAL | iShares MSCI USA Quality Factor ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Blend |
| QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QTUM | Defiance Quantum ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 10 | X | Technology |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 5 | X | Large Growth |
| QTERX | AQR Emerging Multi-Style II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTENX | AQR Emerging Multi-Style II N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTELX | AQR Emerging Multi-Style II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Small Blend |
| QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSCCFX | CREF Social Choice Account (R4) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QRVLX | FPA Queens Road Value | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| QRSVX | FPA Queens Road Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRSIX | FPA Queens Road Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRSAX | FPA Queens Road Small Cap Value Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| QRLGX | Federated Hermes MDT Large Cap Growth R6 | Owns companies we recommend for divestment | 3 | 6 | 10 | 6 | X | Large Growth |
| QRFT | QRAFT AI-Enhanced US Large Cap ETF | Owns companies we recommend for divestment | 19 | 19 | 28 | 20 | X | Large Blend |
| QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 2 | X | Large Blend |
| QQQS | Invesco NASDAQ Future Gen 200 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | X | Small Blend |
| QQQM | Invesco NASDAQ 100 ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Growth |
| QQQG | Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | Owns companies we recommend for divestment | 1 | 2 | 8 | 3 | X | Large Growth |
| QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| QQQA | ProShares Nasdaq-100 Drsy Wght Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| QQQ | Invesco QQQ Trust | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies we recommend for divestment | 1 | 5 | 12 | 5 | V | Large Growth |
| QQLV | Invesco QQQ Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Large Blend |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| QOWZ | Invesco Nasdaq Free CA Flw Achiev ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | X | Large Growth |
| QNXT | iShares Nasdaq-100 ex Top 30 ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Growth |
| QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| QMOM | Alpha Architect US Quantitative Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Growth |
| QMID | WisdomTree U.S. Mid Cap Quality Gr | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Mid-Cap Growth |
| QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 7 | 5 | 9 | 3 | X | Foreign Large Blend |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Blend |
| QLTY | GMO U.S. Quality ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Blend |
| QLTI | GMO International Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| QLSGX | Federated Hermes MDT Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 10 | X | Large Blend |
| QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QISRX | Pear Tree Polaris Intl Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QISOX | Pear Tree Polaris Intl Opps Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QISIX | Pear Tree Polaris Intl Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QISGX | Federated Hermes MDT Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QISCX | Federated Hermes MDT Small Cap Core IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| QILGX | Federated Hermes MDT Large Cap Growth IS | Owns companies we recommend for divestment | 3 | 6 | 10 | 6 | X | Large Growth |
| QIDX | Indexperts Quality Earnings Focused ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 4 | X | Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Growth |
| QGRPX | UBS US Quality Growth At Rsnbl Prc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 7 | 7 | 14 | 8 | X | Large Growth |
| QGIRX | Pear Tree Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| QGIAX | Pear Tree Quality Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| QFVRX | Pear Tree Polaris Foreign Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVOX | Pear Tree Polaris Foreign Value Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVIX | Pear Tree Polaris Foreign Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| QDVSX | FI Instl ESG Stck Fd for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | V | Global Large-Stock Growth |
| QDPL | Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 3 | X | Large Value |
| QDISX | FI Instl Group Stock for Ret Plns | Owns companies we recommend for divestment | 3 | 5 | 11 | 7 | X | Global Large-Stock Blend |
| QDF | FlexShares Quality Dividend ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 6 | 11 | 10 | 8 | X | Large Value |
| QCSTRX | CREF Stock Account (R1) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| QCSTPX | CREF Stock Account (R2) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| QCSTIX | CREF Stock Account (R3) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| QCSTFX | CREF Stock Account (R4) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| QCSGX | Federated Hermes MDT Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QCSCX | Federated Hermes MDT Small Cap Core C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| QCSCRX | CREF Social Choice Account (R1) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCPX | CREF Social Choice Account (R2) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCIX | CREF Social Choice Account (R3) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| QCLGX | Federated Hermes MDT Large Cap Growth C | Owns companies we recommend for divestment | 3 | 6 | 10 | 6 | X | Large Growth |
| QCGRRX | CREF Growth Account (R1) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRPX | CREF Growth Account (R2) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRIX | CREF Growth Account (R3) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRFX | CREF Growth Account (R4) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGLRX | CREF Global Equities Account (R1) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLPX | CREF Global Equities Account (R2) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLIX | CREF Global Equities Account (R3) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLFX | CREF Global Equities Account (R4) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGDX | Quantified Common Ground Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| QCGAX | Quantified Common Ground Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCEQRX | CREF Equity Index Account (R1) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| QCEQPX | CREF Equity Index Account (R2) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| QCEQIX | CREF Equity Index Account (R3) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| QCEQFX | CREF Equity Index Account (R4) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QBNRX | Pear Tree Polaris Small Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| QBNAX | Pear Tree Polaris Small Cap Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| QASGX | Federated Hermes MDT Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QASCX | Federated Hermes MDT Small Cap Core A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 18 | 20 | 11 | X | Large Blend |
| QALGX | Federated Hermes MDT Large Cap Growth A | Owns companies we recommend for divestment | 3 | 6 | 10 | 6 | X | Large Growth |
| QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| PZVSX | Pzena Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| PZVNX | Pzena International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| PZVMX | Pzena Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZVIX | Pzena International Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| PZVEX | Pzena Emerging Markets Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PZISX | Pzena Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| PZINX | Pzena International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| PZIMX | Pzena Mid Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZIIX | Pzena International Small Cap Value Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| PZIEX | Pzena Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZFVX | JHancock Classic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| PYZ | Invesco DW Basic Materials Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PYVSX | Payden Equity Income SI | Owns companies we recommend for divestment | 2 | 6 | 11 | 4 | X | Large Value |
| PYVLX | Payden Equity Income | Owns companies we recommend for divestment | 2 | 6 | 11 | 4 | X | Large Value |
| PYVAX | Payden Equity Income Adviser | Owns companies we recommend for divestment | 2 | 6 | 11 | 4 | X | Large Value |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PYODX | Victory Pioneer Y | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PYEQX | Victory Pioneer Equity Income Y | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PYCGX | Victory Pioneer Mid Cap Value Y | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 10 | 5 | 11 | 9 | X | Large Value |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | V | Global Large-Stock Blend |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | V | Large Blend |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | V | Global Large-Stock Blend |
| PXSIX | Impax Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXSCX | Impax Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| PXSAX | Impax Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| PXQSX | Virtus KAR Small-Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | V | Foreign Large Blend |
| PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | V | Large Blend |
| PXJ | Invesco Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | V | Foreign Large Blend |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| PXI | Invesco Dorsey Wright Energy MomentumETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| PXH | Invesco RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Growth |
| PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | V | Large Blend |
| PXF | Invesco RAFI Developed Markets ex-US ETF | Owns companies we recommend for divestment | 13 | 7 | 32 | 10 | X | Foreign Large Value |
| PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PXE | Invesco Energy Exploration & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| PWV | Invesco Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 2 | X | Large Value |
| PWTYX | UBS US Allocation P | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| PWTAX | UBS US Allocation A | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| PWRD | TCW Transform Systems ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | V | Large Blend |
| PWJZX | PGIM Jennison International Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJRX | PGIM Jennison International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJQX | PGIM Jennison International Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJDX | PGIM Jennison International Opps R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJCX | PGIM Jennison International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJBX | PGIM Jennison International Opps R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJAX | PGIM Jennison International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWITX | PACE International Equity Invmt P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | V | Large Blend |
| PWGAX | PACE International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| PWETX | PACE International Em Mkts Eq P2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PWER | Macquarie Energy Transition ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
| PWEAX | PACE International Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PWDIX | Donoghue Forlines Dividend I | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Tactical Allocation |
| PWDCX | Donoghue Forlines Dividend C | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Tactical Allocation |
| PWDAX | Donoghue Forlines Dividend A | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Tactical Allocation |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PWB | Invesco Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 3 | X | Large Growth |
| PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 54 | X | Target-Date 2045 |
| PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 54 | X | Target-Date 2045 |
| PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PVIVX | Paradigm Micro-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PVFYX | Victory Pioneer Core Equity Y | Owns companies we recommend for divestment | 1 | 3 | 9 | 4 | X | Large Blend |
| PVFIX | Pinnacle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| PVFAX | Paradigm Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PVCCX | Victory Pioneer Intrinsic Value C | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PURZX | PGIM Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PURRX | PGIM Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURGX | PGIM Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PUREX | PGIM Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURCX | PGIM Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURAX | PGIM Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PUI | Invesco Dorsey Wright Utilities Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
| PUGCX | Putnam Focused International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PUFCX | PGIM Jennison Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PUDZX | PGIM Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDQX | PGIM Real Assets R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDCX | PGIM Real Assets C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDAX | PGIM Real Assets A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PTTEX | Putnam Global Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| PTPPX | Principal International Equity R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PTMQX | PGIM Quant Solutions Large-Cap Cor Eq R6 | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PTMCX | PGIM Quant Solutions Large-Cap Cor Eq C | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PTMAX | PGIM Quant Solutions Large-Cap Cor Eq A | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PTL | Inspire 500 ETF | Owns companies we recommend for divestment | 6 | 6 | 7 | 7 | X | Large Blend |
| PTH | Invesco Dorsey Wright Healthcare MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PTF | Invesco Dorsey Wright Technology MomtETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Technology |
| PTEZX | PGIM Quant Solutions Large-Cap Cor Eq Z | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PTEC | Global X PropTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
| PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PSVIX | Virtus NFJ Small-Cap Value Inst | Owns companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PSUYX | Victory Pioneer Global Value Y | Owns companies we recommend for divestment | 3 | 2 | 5 | 1 | V | Global Large-Stock Value |
| PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| PSSRX | PGIM Jennison Financial Services R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PSQGX | Port Street Quality Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Moderate Allocation |
| PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSPFX | US Global Investors Global Res | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PSMLX | Principal SmallCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSMKX | Victory Pioneer Select Mid Cap Growth R6 | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PSLIX | Principal SmallCap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSL | Invesco DW Consumer Staples Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| PSKCX | Virtus KAR Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Blend |
| PSIL | AdvisorShares Psychedelics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PSIFX | PGIM Quant Solutions Large-Cap Index Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSICX | PGIM Quant Solutions Large-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSIAX | PGIM Quant Solutions Large-Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSI | Invesco Semiconductors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PSGQX | PGIM Jennison Focused Growth R6 | Owns companies we recommend for divestment | 2 | 6 | 9 | 4 | X | Large Growth |
| PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSET | Principal Quality ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| PSEPX | 1789 Growth and Income P | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| PSECX | 1789 Growth and Income C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| PSCZX | PGIM Jennison Small Company Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCU | Invesco S&P SmallCap Ult & Comnc Svc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| PSCT | Invesco S&P SmallCap Info Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Technology |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSCNX | Penn Capital Special Sits Sm Cp Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSCM | Invesco S&P SmallCap Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCH | Invesco S&P SmallCap Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PSCF | Invesco S&P SmallCap Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PSCD | Invesco S&P SmallCap Cnsmr Discret ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Consumer Cyclical |
| PSCCX | PGIM Jennison Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCC | Invesco S&P SmallCap Consumer Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 5 | 3 | 4 | 5 | X | Small Blend |
| PSBPX | Principal SmallCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSBMX | Principal SmallCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSBJX | Principal SmallCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRXV | Praxis Impact Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 16 | 14 | 11 | V | Large Value |
| PRXG | Praxis Impact Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 9 | 12 | 9 | V | Large Growth |
| PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Growth |
| PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PRVS | Parnassus Value Select ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Value |
| PRVRX | PGIM Quant Solutions Large-Cap Val R | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| PRUZX | PGIM Jennison Utility Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUQX | PGIM Jennison Utility R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| PRUAX | PGIM Jennison Utility A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 18 | 21 | 36 | 24 | X | Large Blend |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PRRYX | Putnam Sustainable Retirement 2035 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PRRWX | Putnam Sustainable Retirement 2035 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2055 |
| PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2055 |
| PRPZX | PGIM Jennison Energy Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPQX | PGIM Jennison Energy Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPPX | Principal International Equity R3 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PRPCX | PGIM Jennison Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPAX | PGIM Jennison Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PROVX | Provident Trust Strategy | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Natural Resources |
| PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| PRN | Invesco Dorsey Wright IndustrialsMomtETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Industrials |
| PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 5 | X | Communications |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| PRKZX | PGIM Real Estate Income Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKQX | PGIM Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKCX | PGIM Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKAX | PGIM Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRJZX | PGIM Jennison Global Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJQX | PGIM Jennison Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRJDX | PGIM Jennison Global Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJCX | PGIM Jennison Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJBX | PGIM Jennison Global Opportunities R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJAX | PGIM Jennison Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Financial |
| PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Blend |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 5 | 6 | 8 | 6 | X | Global Large-Stock Value |
| PRIDX | T. Rowe Price International Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| PRIAX | Principal Glb Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 9 | X | Small Blend |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PRF | Invesco RAFI US 1000 ETF | Owns companies we recommend for divestment | 27 | 29 | 43 | 35 | X | Large Value |
| PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREQX | PACE Global Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PREGX | Putnam Sustainable Retirement 2035 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 8 | 9 | 14 | 14 | X | Large Growth |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| PREAX | PACE Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| PRDAX | Principal Diversified Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Moderate Allocation |
| PRCS | Parnassus Core Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| PRCGX | Perritt MicroCap Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2060 |
| PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Blend |
| PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2060 |
| PRAY | FIS Christian Stock ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Large Blend |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PQUAX | PACE Small/Medium Co Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSIX | PGIM Quant Solutions Large-Cap Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PQSCX | Virtus KAR Small-Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSAX | Virtus KAR Small-Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PQJCX | PGIM Jennison Small-Cap Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| PQIRX | Victory Pioneer Equity Income R | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PQEMX | PGIM Quant Solutions EMs Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| PQDMX | PGIM Quant Solutions Intl Dev Mkts IdxR6 | Owns companies we recommend for divestment | 12 | 5 | 26 | 10 | X | Foreign Large Blend |
| PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPTY | Vident U.S. Diversified Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2050 |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2050 |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Foreign Large Blend |
| PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
| PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PPAJX | GMO U.S. Opportunistic Value R6 | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| PPAEX | GMO U.S. Opportunistic Value I | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| PPADX | GMO U.S. Opportunistic Value III | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 20 | 2 | 16 | 18 | X | Industrials |
| POWYX | Putnam Retirement Advantage 2035 Y | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| POWA | Invesco Bloomberg Pricing Power ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 2 | X | Large Blend |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 4 | 15 | 8 | X | Large Blend |
| POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PORTX | Trillium ESG Global Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Global Large-Stock Blend |
| PORIX | Trillium ESG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Global Large-Stock Blend |
| POPFX | Prospector Opportunity | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Mid-Cap Blend |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 29 | 40 | 34 | X | Large Blend |
| POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| POLEX | Polar Capital Emerging Market Strs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POLCX | Polar Capital Emerging Mkt Ex-Chn Strs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POIRX | Polen International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| POIIX | Polen International Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| POGSX | Pin Oak Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Blend |
| POGRX | PRIMECAP Odyssey Growth | Owns companies we recommend for divestment | 3 | 5 | 16 | 10 | X | Large Blend |
| POGCX | Putnam Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| POGAX | Putnam Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| POAGX | PRIMECAP Odyssey Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Mid-Cap Growth |
| PNZAX | T. Rowe Price All-Cap Opportunities-Z | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Growth |
| PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PNRZX | PGIM Jennison Natural Resources Z | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PNRCX | PGIM Jennison Natural Resources C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PNQI | Invesco NASDAQ Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Technology |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Growth |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDHX | Principal Small-MidCap Dividend Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMCKX | Victory Pioneer Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PMBPX | Principal MidCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBMX | Principal MidCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBJX | Principal MidCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBCX | Principal MidCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMAQX | Principal MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| PLLAX | Principal SmallCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLIEX | Plumb Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| PLIBX | Plumb Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLBEX | Plumb Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| PLBBX | Plumb Balanced Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PLAEX | Plumb Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| PLABX | Plumb Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| PLAAX | PACE Large Co Growth Equity A | Owns companies we recommend for divestment | 3 | 8 | 12 | 7 | X | Large Growth |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 4 | X | Mid-Cap Value |
| PKSFX | Virtus KAR Small-Cap Core I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKSCX | Virtus KAR Small-Cap Core C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKSAX | Virtus KAR Small-Cap Core A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKB | Invesco Building & Construction ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
| PKAPX | PIMCO RAE US I-2 | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PKAIX | PIMCO RAE US Instl | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PKAAX | PIMCO RAE US A | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJP | Invesco Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| PJORX | PGIM Jennison Focused Value R | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJOQX | PGIM Jennison Focused Value R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJNQX | PGIM Jennison Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJIQX | PGIM Jennison Global Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| PJIO | PGIM Jennison International Opps ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PJIAX | PGIM Jennison Focused Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJHRX | PGIM Jennison Health Sciences R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PJGZX | PGIM Jennison Focused Value Z | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJGRX | PGIM Jennison Growth R | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJGQX | PGIM Jennison Mid-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PJGCX | PGIM Jennison Focused Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJFZX | PGIM Jennison Growth Z | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFV | PGIM Jennison Focused Value ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| PJFQX | PGIM Jennison Growth R6 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFPX | PGIM Jennison Growth R4 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFOX | PGIM Jennison Growth R2 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFM | PGIM Jennison Focused Mid-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PJFG | PGIM Jennison Focused Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Large Growth |
| PJFCX | PGIM Jennison Growth C | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFAX | PGIM Jennison Growth A | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJEZX | PGIM US Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJERX | PGIM Jennison Global Equity Income R | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| PJEQX | PGIM US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJECX | PGIM US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEAX | PGIM US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Large Blend |
| PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Large Blend |
| PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Large Blend |
| PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Large Blend |
| PJBF | PGIM Jennison Better Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Global Large-Stock Growth |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 3 | X | Foreign Large Growth |
| PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PISYX | Victory Pioneer Intrinsic Value Y | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PISVX | Victory Pioneer Intrinsic Value A | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Small/Mid Blend |
| PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PIOTX | Victory Pioneer Core Equity A | Owns companies we recommend for divestment | 1 | 3 | 9 | 4 | X | Large Blend |
| PIORX | Victory Pioneer R | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PIOKX | Victory Pioneer R6 | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PIODX | Victory Pioneer A | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 3 | 18 | 9 | X | Foreign Large Value |
| PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 3 | 18 | 9 | X | Foreign Large Value |
| PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINK | Simplify Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| PINIX | Principal International Equity Inst | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PINDX | Victory Pioneer Disciplined Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| PIN | Invesco India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PIIMX | Principal Glb Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIFX | Victory Pioneer International Equ A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PIIDX | Principal International Equity R-6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIGFX | Victory Pioneer Fundamental Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PIGDX | Federated Hermes International Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PIEQ | Principal International Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PIEKX | Victory Pioneer International Equ R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PIEJX | Principal Glb Emerging Markets J | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIEIX | Principal Glb Emerging Markets Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIEFX | Federated Hermes Emerging Markets Eq IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIE | Invesco DW Emerging Markets Momt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIDIX | Principal International EQ Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PIDCX | Victory Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| PID | Invesco International Div Achiev ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Value |
| PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICMX | Virtus KAR Mid-Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PICK | iShares MSCI Global Mtls&Mng Prdcrs ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| PICEX | Virtus SGA Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIBQX | PGIM Balanced R6 | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PIBAX | PGIM Balanced A | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PIALX | Victory Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PHSZX | PGIM Jennison Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSKX | Virtus KAR Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PHRIX | Virtus Duff & Phelps Real Estate Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| PHLQX | PGIM Jennison Health Sciences R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PHLOX | Philotimo Focused Growth and Income | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Moderately Aggressive Allocation |
| PHLCX | PGIM Jennison Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PHLAX | PGIM Jennison Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGWTX | Putnam Focused Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Growth |
| PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Growth |
| PGVFX | Polaris Global Value | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Global Large-Stock Value |
| PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGTYX | Putnam Global Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PGTRX | Putnam Global Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| PGTDX | Putnam Global Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PGTAX | Putnam Global Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PGSYX | Victory Pioneer Global Equity Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| PGSVX | Victory Pioneer Global Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 1 | V | Global Large-Stock Value |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| PGSGX | JPMorgan Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRQX | PGIM Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGROX | BNY Mellon Worldwide Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRCX | BNY Mellon Worldwide Growth C | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGOYX | Putnam Large Cap Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGORX | Putnam Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGOFX | Victory Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| PGOEX | Putnam Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGODX | Putnam Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGOAX | PGIM Jennison Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PGNAX | PGIM Jennison Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PGLRX | Putnam Focused International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 1 | X | Consumer Defensive |
| PGLEX | Putnam Focused International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PGKZX | PGIM Jennison Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| PGKRX | PGIM Jennison Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| PGKCX | PGIM Jennison Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| PGKAX | PGIM Jennison Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| PGJZX | PGIM Jennison Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJQX | PGIM Jennison Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJCX | PGIM Jennison Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJAX | PGIM Jennison Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJ | Invesco Golden Dragon China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PGIUX | Virtus Duff & Phelps Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGIRX | Polen Global Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| PGIOX | Putnam Focused Equity R | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PGILX | Putnam Focused Equity Y | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGIIX | Polen Global Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| PGIEX | Putnam Focused Equity C | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| PGIAX | Putnam Focused Equity A | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Growth |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEKX | Victory Pioneer Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEIX | Polen Emerging Markets Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PGDRX | Principal Diversified Real Asset R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Moderate Allocation |
| PGBHX | Principal Blue Chip R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PFSZX | PGIM Jennison Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSVX | iMGP Small Company Fund Instl Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| PFSQX | PGIM Jennison Financial Services R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSLX | Paradigm Select | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PFSAX | PGIM Jennison Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFRSX | Principal Real Estate Securities Fd R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PFPWX | Parnassus Value Equity Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Large Growth |
| PFPFX | Poplar Forest Partners A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| PFM | Invesco Dividend Achievers™ ETF | Owns companies we recommend for divestment | 12 | 12 | 16 | 11 | X | Large Value |
| PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PFISX | Principal International Small Company R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Small/Mid Blend |
| PFIOX | PFG Invesco® Eq Fact Rotation Strtgy I | Owns companies we recommend for divestment | 35 | 30 | 54 | 38 | X | Global Small/Mid Stock |
| PFIEX | Principal International Equity Index R6 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PFI | Invesco Dorsey Wright Financial Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Financial |
| PFGRX | Victory Pioneer Fundamental Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PFGKX | Victory Pioneer Fundamental Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Large Growth |
| PFESX | PFG BR Target Allocation EqStrtgyIShares | Owns companies we recommend for divestment | 36 | 28 | 75 | 39 | X | Global Large-Stock Blend |
| PEZ | Invesco DW Consumer Cyclicals Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Consumer Cyclical |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEY | Invesco High Yield Eq Div Achiev™ ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Value |
| PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 13 | 12 | 15 | 18 | X | Mid-Cap Blend |
| PEXL | Pacer US Export Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Mid-Cap Blend |
| PEX | ProShares Global Listed Private Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| PEVAX | PACE Small/Medium Co Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Small Value |
| PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PETZX | Gabelli Pet Parents'™ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| PETGX | Gabelli Pet Parents'™ A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| PEQYX | Putnam Focused International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PEQUX | Putnam Focused International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQKX | Victory Pioneer Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PEQIX | Victory Pioneer Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEPSX | Principal Glb Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEOPX | BNY Mellon S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PENNX | Royce Small-Cap Fund Invmt | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Small Blend |
| PEMZX | Putnam Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMYX | Putnam Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMX | Putnam Emerging Markets Ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMQX | Putnam Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMMX | Putnam Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMLX | Putnam Emerging Markets Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMGX | Principal MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PEMCX | Principal Edge MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Consumer Cyclical |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGGX | PGIM Jennison Mid-Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGEX | PGIM Jennison Mid-Cap Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGCX | PGIM Jennison Mid-Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PEEAX | PGIM Jennison Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEDMX | Principal Edge MidCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PEDGX | Principal Edge MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PECAX | JPMorgan SMID Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| PEAPX | Principal Glb Emerging Markets R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PDSIX | PGIM Quant Solutions Large-Cap Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PDRDX | Principal Diversified Real Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Moderate Allocation |
| PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Moderately Aggressive Allocation |
| PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Moderately Aggressive Allocation |
| PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 4 | X | Large Growth |
| PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDN | Invesco RAFI Developed Mkts ex-US S-METF | Owns companies we recommend for divestment | 16 | 2 | 31 | 1 | X | Foreign Small/Mid Value |
| PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIFX | Principal Diversified International R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDFLX | Putnam Retirement Advantage 2035 A | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PDFDX | Perkins Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PDEZX | PGIM Jennison Emerging Markets Eq Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEQX | PGIM Jennison Emerging Markets Eq OppsR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDECX | PGIM Jennison Emerging Markets Eq Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEAX | PGIM Jennison Emerging Markets Eq Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDAWX | Putnam Retirement Advantage 2035 C | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PDAUX | PGIM Target Date 2070 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDARX | Principal Diversified Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Moderate Allocation |
| PDAQX | PGIM Target Date 2070 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAOX | PGIM Target Date 2070 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDANX | PGIM Target Date 2070 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAMX | PGIM Target Date 2070 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDALX | PGIM Target Date 2070 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAKX | Putnam Retirement Advantage 2035 R | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCVCX | Virtus NFJ Small-Cap Value C | Owns companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| PCVAX | Virtus NFJ Small-Cap Value A | Owns companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PCUFX | PGIM Jennison Utility C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PCSVX | PACE Small/Medium Co Value Equity P | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Small Value |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PCSGX | PACE Small/Medium Co Growth Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PCSCX | Polar Capital International Small Com | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PCPAX | PACE Large Co Value Equity A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| PCOTX | Victory Pioneer Core Equity C | Owns companies we recommend for divestment | 1 | 3 | 9 | 4 | X | Large Blend |
| PCODX | Victory Pioneer C | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PCMSX | Principal MidCap Value I R6 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PCLVX | PACE Large Co Value Equity P | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| PCLCX | PACE Large Co Growth Equity P | Owns companies we recommend for divestment | 3 | 8 | 12 | 7 | X | Large Growth |
| PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2065+ |
| PCITX | Victory Pioneer International Equ C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PCIG | Polen Capital International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PCIEX | PACE International Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PCGRX | Victory Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCGG | Polen Capital Global Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| PCEQX | Victory Pioneer Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PCEMX | PACE International Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCEM | Polen Capital Em Mkts ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCEKX | Victory Pioneer Core Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 9 | 4 | X | Large Blend |
| PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderate Allocation |
| PCDLX | Putnam Retirement Advantage 2035 R6 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PCCLX | Putnam Retirement Advantage 2040 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PCCGX | Victory Pioneer Mid Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PCCE | Polen Capital China Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PCBKX | Victory Pioneer Balanced R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | V | Moderate Allocation |
| PCBIX | Principal MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PCBCX | Victory Pioneer Balanced C | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | V | Moderate Allocation |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PCAFX | Prospector Capital Appreciation | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Moderately Aggressive Allocation |
| PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Small Growth |
| PBUS | Invesco MSCI USA ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| PBSYX | Polen US Small Company Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSRX | Polen US Small Company Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSIX | Polen US Small Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| PBMIX | Polen US SMID Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2065+ |
| PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2065+ |
| PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PBJ | Invesco Food & Beverage ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 0 | X | Consumer Defensive |
| PBFDX | Payson Total Return | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | X | Large Blend |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PBE | Invesco Biotechnology & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Global Small/Mid Stock |
| PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PBBZX | Putnam Retirement Advantage 2040 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PBAOX | Putnam Retirement Advantage 2040 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBAMX | Putnam Retirement Advantage 2040 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 5 | 11 | 19 | 15 | V | Moderate Allocation |
| PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | V | Large Blend |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 5 | 11 | 19 | 15 | V | Moderate Allocation |
| PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Growth |
| PAXDX | Impax Global Sustainable Infras Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| PAWZ | ProShares Pet Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Growth |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| PAVE | Global X US Infrastructure Dev ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| PATN | Pacer Nasdaq International Ptnt Ldrs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 4 | X | Foreign Large Blend |
| PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PARWX | Parnassus Value Equity Investor | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| PAPPX | Papp Small & Mid-Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PAMC | Pacer Lunt MidCap Multi-Factor Alt ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Blend |
| PALZX | Putnam Retirement Advantage 2040 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PALRX | PGIM Balanced R | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PALGX | Putnam Retirement Advantage 2045 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PALDX | PGIM 60/40 Allocation R6 | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Moderate Allocation |
| PALC | Pacer Lunt Large Cap Mlt Ftr Alt ETF | Owns companies we recommend for divestment | 11 | 16 | 15 | 11 | X | Large Blend |
| PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PAIOX | PGIM Jennison Intl Sm-Md Cap Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAINX | PGIM Jennison Intl Sm-Md Cap Opps Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAILX | PGIM Jennison Intl Sm-Md Cap Opps C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| PAHWX | PGIM Jennison Intl Sm-Md Cap Opps A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAHVX | PGIM Jennison NextGeneration Glb Opps R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PAHUX | PGIM Jennison NextGeneration Glb Opps Z | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PAHTX | PGIM Jennison NextGeneration Glb Opps C | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PAHSX | PGIM Jennison NextGeneration Glb Opps A | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAGWX | Putnam Retirement Advantage 2045 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAGUX | Putnam Retirement Advantage 2045 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| PAGRX | Permanent Portfolio Aggressive Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PAGQX | Putnam Retirement Advantage 2045 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAGOX | Putnam Retirement Advantage 2040 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| PAGKX | Putnam Retirement Advantage 2040 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGJX | Putnam Retirement Advantage 2040 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGHX | Permanent Portfolio Aggressive Growth C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PAGDX | Permanent Portfolio Aggressive Growth A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PAFZX | Putnam Retirement Advantage 2045 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFYX | Putnam Retirement Advantage 2035 R5 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFWX | Putnam Retirement Advantage 2035 R3 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFUX | Putnam Retirement Advantage 2035 R4 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| PAFPX | Putnam Retirement Advantage 2045 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFMX | Putnam Retirement Advantage 2045 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFJX | Putnam Retirement Advantage 2045 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2060 |
| PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2055 |
| PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2050 |
| PADVX | Putnam Sustainable Retirement 2035 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PADUX | Putnam Sustainable Retirement 2035 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PADSX | Putnam Sustainable Retirement 2035 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2035 |
| PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2045 |
| PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 11 | V | Large Growth |
| PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| PABFX | PGIM Balanced Z | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PABD | iShares Paris-Aligned ClmMSCIWldExUSAETF | Owns companies we recommend for divestment | 6 | 7 | 16 | 7 | V | Foreign Large Blend |
| PABCX | PGIM Balanced C | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | V | Target-Date 2040 |
| PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| OZEM | Roundhill GLP-1 & Weight Loss ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OWSMX | Old Westbury Small & Mid Cap Strategies | Owns companies we recommend for divestment | 15 | 6 | 20 | 6 | X | Global Small/Mid Stock |
| OWLSX | Old Westbury Large Cap Strategies | Owns companies we recommend for divestment | 19 | 21 | 38 | 25 | X | Global Large-Stock Growth |
| OWLLX | Channing Intrinsic Value Sm-Cp Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Growth |
| OVEIX | Sterling Capital Mid Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| OVECX | Sterling Capital Mid Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| OVEAX | Sterling Capital Mid Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Small Blend |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 7 | 10 | 11 | 9 | X | Large Value |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| OTGAX | OTG Latin America A Shares | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| OTFCX | Invesco Discovery Large Cap C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OTCYX | Invesco Discovery Large Cap Y | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OTCNX | Invesco Discovery Large Cap R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| OSVCX | JPMorgan Small Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| OSTVX | Osterweis Growth & Income Fund | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Moderate Allocation |
| OSTGX | Osterweis Opportunity Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| OSTFX | Osterweis | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| OSSIX | Invesco Main Street Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSPSX | Invesco SteelPath MLP Select 40 R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| OSPPX | Invesco SteelPath MLP Alpha Plus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPAX | Invesco SteelPath MLP Alpha R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSMYX | Invesco International Small-Mid Com Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMNX | Invesco International Small-Mid Com R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMCX | Invesco International Small-Mid Com C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMAX | Invesco International Small-Mid Com A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| OSGCX | JPMorgan Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OSEA | Harbor International Compounders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| OSCYX | Invesco Main Street Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCV | Opus Small Cap Value Plus ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| OSCNX | Invesco Main Street Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCIX | Invesco International Small-Mid Com R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSCCX | Invesco Main Street Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| OSCAX | Invesco Main Street Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ORSIX | North Square Dynamic Small Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
| ORSAX | North Square Dynamic Sm Cp A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
| OPTIX | Invesco Discovery Large Cap R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OPTFX | Invesco Discovery Large Cap A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OPPAX | Invesco Global A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMSX | Invesco Main Street Mid Cap A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMNX | Invesco Main Street Mid Cap R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMIX | Invesco Main Street Mid Cap R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMCX | Invesco Main Street Mid Cap C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPGSX | Invesco Gold & Special Minerals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OPGIX | Invesco Global Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| ONOF | Global X Adaptive US Risk Management ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Tactical Allocation |
| ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| ONLN | ProShares Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
| ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 4 | 13 | 7 | 7 | X | Mid-Cap Value |
| ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 8 | X | Mid-Cap Value |
| ONERX | One Rock | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Mid-Cap Growth |
| ONEQ | Fidelity Nasdaq Composite ETF | Owns companies we recommend for divestment | 11 | 12 | 24 | 14 | X | Large Growth |
| ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 29 | 40 | 34 | X | Mid-Cap Blend |
| ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| OND | ProShares On-Demand ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OMSYX | Invesco Main Street All Cap Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSOX | Invesco Main Street All Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSNX | Invesco Main Street All Cap R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSIX | Invesco Main Street R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSCX | Invesco Main Street All Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMGNX | Invesco Main Street R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 6 | 4 | 6 | 7 | X | Small Blend |
| OMFL | Invesco Russell 1000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 14 | 15 | 24 | 18 | X | Large Blend |
| OMCIX | Oberweis Micro Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLGCX | JPMorgan Large Cap Growth C | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| OLGAX | JPMorgan Large Cap Growth A | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OILT | Texas Capital Texas Oil Index ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 3 | 6 | 12 | 8 | X | Large Growth |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| OIGYX | Invesco Oppenheimer International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGNX | Invesco Oppenheimer International Gr R | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGIX | Invesco Oppenheimer International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGCX | Invesco Oppenheimer International Gr C | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGAX | Invesco Oppenheimer International Gr A | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIDYX | Invesco International Diversified Y | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDNX | Invesco International Diversified R | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDIX | Invesco International Diversified R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDCX | Invesco International Diversified C | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDAX | Invesco International Diversified A | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| OGMYX | Invesco Gold & Special Minerals Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMNX | Invesco Gold & Special Minerals R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMIX | Invesco Gold & Special Minerals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMCX | Invesco Gold & Special Minerals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGLYX | Invesco Global Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLNX | Invesco Global R | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLIX | Invesco Global R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGIYX | Invesco Global Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OGINX | Invesco Global Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OGIIX | Invesco Global Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Technology |
| OGICX | Invesco Global Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OGGFX | JPMorgan Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| OGFAX | JPMorgan Equity Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OGEAX | JPMorgan Equity Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OFVIX | O'Shaughnessy Market Leaders Value I | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Large Value |
| OFSFX | Olstein Strategic Opportunities Adviser | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSCX | Olstein Strategic Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSAX | Olstein Strategic Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFOS | Range Global Offshore Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| OFIGX | Oberweis Focused International Gr Fd | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Foreign Large Growth |
| OFAVX | Olstein All Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OFALX | Olstein All Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OFAFX | Olstein All Cap Value Adv | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Europe Stock |
| OEQIX | Oaktree Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OEQAX | Oaktree Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OEICX | JPMorgan Equity Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 10 | 11 | 23 | 13 | X | Large Blend |
| ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODMCX | JPMorgan SMID Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODDS | Pacer BlueStar Digital Entertainment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OCMPX | Lazard International Quality Gr Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| OCMGX | OCM Gold Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OCMAX | OCM Gold Atlas | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 3 | 6 | 12 | 8 | X | Large Growth |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| OCHIX | Oberweis China Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OCFS | Otter Creek Focus Strategy ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OBSOX | Oberweis Small-Cap Opportunities | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OBSIX | Oberweis Small-Cap Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OBOR | KraneShares MSCI One Belt One Road ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Infrastructure |
| OBMCX | Oberweis Micro-Cap | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OBIOX | Oberweis International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OBIIX | Oberweis International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OBGIX | Oberweis Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OBEGX | Oberweis Global Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OBCHX | Oberweis China Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OAZWX | Oakmark Global Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OAZMX | Oakmark R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAZIX | Oakmark International R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OAZGX | Oakmark Global R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAZBX | Oakmark Equity and Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| OAYWX | Oakmark Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OAYMX | Oakmark Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAYLX | Oakmark Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAYIX | Oakmark International Advisor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OAYGX | Oakmark Global Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OAYEX | Oakmark International Small Cap Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAYBX | Oakmark Equity and Income Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| OASC | OneAscent Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OANWX | Oakmark Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OANMX | Oakmark Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OANLX | Oakmark Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OANIX | Oakmark International Institutional | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OANGX | Oakmark Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OANEX | Oakmark International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OANBX | Oakmark Equity and Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 3 | 6 | 12 | 8 | X | Large Growth |
| OALC | OneAscent Large Cap Core ETF | Owns companies we recommend for divestment | 10 | 16 | 25 | 13 | X | Large Blend |
| OAKWX | Oakmark Global Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OAKMX | Oakmark Investor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAKM | Oakmark U.S. Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Value |
| OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAKIX | Oakmark International Investor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OAKGX | Oakmark Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAKBX | Oakmark Equity And Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| OAIM | OneAscent International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Blend |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| OAEM | OneAscent Emerging Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 12 | V | Large Growth |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 11 | 16 | 23 | 22 | V | Global Large-Stock Blend |
| NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| NXTV | Simplify Next Intangible Value Index ETF | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Value |
| NXTI | Simplify Next Intangible Core Index ETF | Owns companies we recommend for divestment | 5 | 8 | 11 | 3 | X | Large Blend |
| NXTG | First Trust IndXX NextG ETF | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Technology |
| NXTE | AXS Green Alpha ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| NWZNX | Nationwide Loomis All Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWZMX | Nationwide Loomis All Cap Gr R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWZLX | Nationwide Loomis All Cap Gr A | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWXVX | Nationwide International Sm Cp Instl Svc | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NWXUX | Nationwide International Sm Cp R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NWXSX | Nationwide International Sm Cp A | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NWXRX | Nationwide Small Cap Index Instl Svc | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NWXPX | Nationwide International Index Instl Svc | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NWSIX | Nationwide Small Company Growth InSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSAX | Nationwide Small Company Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWQFX | Nuveen Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | V | Large Growth |
| NWKEX | Nationwide WCM Focused Sm Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWKDX | Nationwide Geneva Small Cap Gr Instl Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKCX | Nationwide Geneva Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKAX | Nationwide Geneva Mid Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NWHZX | Nationwide Geneva Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWHYX | Nationwide Geneva Mid Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWHVX | Nationwide Geneva Mid Cap Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWHUX | Nationwide Bailard Tech & Sci Instl Svc | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHTX | Nationwide Bailard Tech & Sci R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHQX | Nationwide Bailard Tech & Sci M | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHOX | Nationwide Bailard Tech & Sci A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHHX | Nationwide Bailard Cogntv Val Instl Svc | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| NWHGX | Nationwide Bailard Cogntv Val R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| NWHFX | Nationwide Bailard Cogntv Val M | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| NWHDX | Nationwide Bailard Cogntv Val A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| NWGSX | Nationwide WCM Focused Sm Cp Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWGPX | Nationwide WCM Focused Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NWFAX | Nationwide A | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | V | Large Growth |
| NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | V | Large Growth |
| NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | V | Large Growth |
| NWBDX | Nationwide Destination 2070 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBCX | Nationwide Destination 2070 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBBX | Nationwide Destination 2070 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBAX | Nationwide Destination 2070 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWAYX | Nationwide GQG US Quality Eq Eagle | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAWX | Nationwide GQG US Quality Eq Instl Ser | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAVX | Nationwide GQG US Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAUX | Nationwide GQG US Quality Eq A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWAPX | Nationwide BNY Mellon Dyn US Eq Inc Egl | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWAOX | Nationwide BNY Mellon Dyn US Eq Inc I.S | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWANX | Nationwide BNY Mellon Dyn US Eq Inc R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWAMX | Nationwide BNY Mellon Dyn US Eq Inc K | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWALX | Nationwide BNY Mellon Dyn US Eq Inc A | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAHX | Nationwide Janus Henderson Overseas R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAGX | Nationwide Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAEX | Nationwide BNY Mellon Dyn US Core Eagle | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NWADX | Nationwide Loomis All Cap Gr Eagle | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWABX | Nationwide R6 | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | V | Large Growth |
| NVIR | Horizon Kinetics Energy Remediation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | V | Small Blend |
| NURE | Nuveen Short-Term REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | V | Mid-Cap Value |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | V | Mid-Cap Growth |
| NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 3 | 6 | 6 | 2 | V | Large Value |
| NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | V | Large Growth |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Large Blend |
| NUKZ | Range Nuclear Renaissance ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Miscellaneous Sector |
| NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUICX | Nuveen International Dividend Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUIAX | Nuveen International Dividend Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 3 | X | Large Growth |
| NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| NUESX | Northern US Quality ESG K | Owns companies we recommend for divestment | 5 | 10 | 17 | 7 | V | Large Blend |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| NUEIX | Northern US Quality ESG I | Owns companies we recommend for divestment | 5 | 10 | 17 | 7 | V | Large Blend |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 3 | V | Large Value |
| NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Aggressive Allocation |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NSVBX | Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| NSVAX | Columbia Small Cap Value II Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSRKX | Northern World Selection Index K | Owns companies we recommend for divestment | 10 | 16 | 27 | 15 | V | Global Large-Stock Blend |
| NSRIX | Northern World Selection Index I | Owns companies we recommend for divestment | 10 | 16 | 27 | 15 | V | Global Large-Stock Blend |
| NSOPX | North Star Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Moderately Aggressive Allocation |
| NSOIX | North Star Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Moderately Aggressive Allocation |
| NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSNCX | Neuberger Berman Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSNAX | Neuberger Berman Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSMVX | North Star Micro Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMAX | Nuveen Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSIVX | North Square Altrinsic Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NSIDX | Northern Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| NSI | National Security Emerging Mkts Idx ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 6 | 9 | 10 | 7 | X | Small Blend |
| NSGCX | Columbia Select Large Cap Equity C | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Blend |
| NSGAX | Columbia Select Large Cap Equity A | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Blend |
| NSFOX | Natixis Target Retirement 2065 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2065+ |
| NSFMX | Natixis Target Retirement 2060 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2060 |
| NSFLX | Natixis Target Retirement 2055 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2055 |
| NSFKX | Natixis Target Retirement 2050 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2050 |
| NSFJX | Natixis Target Retirement 2045 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2045 |
| NSFHX | Natixis Target Retirement 2040 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2040 |
| NSFGX | Natixis Target Retirement 2035 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2035 |
| NSFFX | Natixis Target Retirement 2030 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2030 |
| NSEPX | Columbia Select Large Cap Equity Inst | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Blend |
| NSEIX | Nicholas Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Large Value |
| NSEAX | Columbia Select Large Cap Equity S | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Blend |
| NSDVX | North Star Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| NSCS | Nuveen Small Cap Select ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| NSCRX | Nuveen Small-Cap Value Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCR | Nuveen Sustainable Core ETF | Owns companies we recommend for divestment | 2 | 6 | 10 | 5 | V | Large Blend |
| NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 6 | 9 | 10 | 7 | X | Small Blend |
| NSCFX | Nuveen Small-Cap Value Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCCX | Nuveen Small-Cap Value Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCAX | Nuveen Small-Cap Value Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NRSRX | Neuberger Berman Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRSH | Aztlan NA Nearshoring Stk Sel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| NRREX | Neuberger Berman Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NRIQX | Neuberger Berman International Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NRILX | Neuberger Berman International Sel R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NRIIX | Nuveen Real Asset Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRIFX | Nuveen Real Asset Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRICX | Nuveen Real Asset Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRIAX | Nuveen Real Asset Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRGSX | Neuberger Berman Genesis R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRGEX | Neuberger Berman Genesis E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRFYX | Natixis AEW Global Focused Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFNX | Natixis AEW Global Focused Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFAX | Natixis AEW Global Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| NRERX | Neuberger Berman Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NREMX | Neuberger Berman Emerg Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NREEX | Neuberger Berman Real Estate E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRECX | Neuberger Berman Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRDGX | Neuberger Berman Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NRCFX | Natixis AEW Global Focused Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRARX | Neuberger Berman Sustainable Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRAEX | Neuberger Berman Sustainable Equity E | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRACX | Neuberger Berman Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRAAX | Neuberger Berman Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NQVRX | Nuveen Multi Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| NQVCX | Nuveen Multi Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| NQVAX | Nuveen Multi Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| NQQQX | Shelton Nasdaq-100 Index Institutional | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| NQCRX | Nuveen Large Cap Value Opportunities I | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Value |
| NQCFX | NorthQuest Capital | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Growth |
| NQCCX | Nuveen Large Cap Value Opportunities C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Value |
| NQCAX | Nuveen Large Cap Value Opportunities A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Value |
| NPSGX | Nicholas Partners Small Cap Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| NOSIX | Northern Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 8 | 4 | 9 | 8 | X | Large Value |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 7 | 11 | 18 | 10 | X | Large Blend |
| NOIYX | Natixis Oakmark International Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NOINX | Northern International Equity Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 3 | 3 | 13 | 4 | X | Foreign Large Value |
| NOIEX | Northern Income Equity | Owns companies we recommend for divestment | 4 | 9 | 11 | 7 | X | Large Value |
| NOICX | Natixis Oakmark International C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NOIAX | Natixis Oakmark International A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Large Value |
| NOANX | Natixis Oakmark N | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NNTWX | Nicholas II N | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
| NNLEX | Nicholas Limited Edition N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NMVZX | Nuance Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| NMVLX | Nuance Mid Cap Value Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| NMULX | Neuberger Berman Multi-Cap Opp I | Owns companies we recommend for divestment | 2 | 8 | 6 | 7 | X | Large Blend |
| NMUEX | Neuberger Berman Multi-Cap Opp E | Owns companies we recommend for divestment | 2 | 8 | 6 | 7 | X | Large Blend |
| NMUCX | Neuberger Berman Multi-Cap Opp C | Owns companies we recommend for divestment | 2 | 8 | 6 | 7 | X | Large Blend |
| NMUAX | Neuberger Berman Multi-Cap Opp A | Owns companies we recommend for divestment | 2 | 8 | 6 | 7 | X | Large Blend |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NMMGX | Northern Multi-Manager Glbl Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Diversified Emerging Mkts |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 4 | 7 | 12 | 6 | X | Large Blend |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Foreign Large Blend |
| NMIDX | Columbia Large Cap Enhanced Core S | Owns companies we recommend for divestment | 4 | 7 | 12 | 6 | X | Large Blend |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 4 | 7 | 12 | 6 | X | Large Blend |
| NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NMFIX | Northern Multi-Mgr Glbl Listed Infra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Infrastructure |
| NMFAX | Nationwide BNY Mellon Dyn US Core A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMAVX | Nuance Mid Cap Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NLR | VanEck Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NKMCX | North Square Kennedy MicroCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NIXT | Research Affiliates Deletions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| NITE | The Nightview ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| NIQVX | Neuberger Berman International Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQTX | Neuberger Berman International Eq Trst | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQEX | Neuberger Berman International Eq E | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQCX | Neuberger Berman International Eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQAX | Neuberger Berman International Eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIORX | Neuberger Berman Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIONX | Natixis Oakmark International N | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NIOIX | Neuberger Berman Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOCX | Neuberger Berman Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOAX | Neuberger Berman Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NINLX | Neuberger Berman Intrinsic Value I | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NILTX | Neuberger Berman International Sel Tr | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NILIX | Neuberger Berman International Sel I | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NIKL | Sprott Nickel Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NIEYX | BNY Mellon International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| NIECX | BNY Mellon International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| NIEAX | BNY Mellon International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| NICSX | Nicholas | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Growth |
| NIAGX | Nia Impact Solutions | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| NGUAX | Neuberger Berman Large Cap Growth Inv | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGRRX | Nuveen International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| NGRDX | Neuberger Berman Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJFX | Nuveen Global Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJCX | Nuveen Global Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGISX | Nationwide BNY Mellon Dyn US Core I.S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NGDRX | Neuberger Berman Large Cap Growth R3 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDLX | Neuberger Berman Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDCX | Neuberger Berman Large Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDAX | Neuberger Berman Large Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NFRA | FlexShares STOXX Global Broad Infras ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Infrastructure |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| NFEDX | Columbia Large Cap Growth Opp S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | V | Mid-Cap Growth |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | V | Mid-Cap Growth |
| NEWZ | StockSnips AI-Powered Sen US ALL Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Blend |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NETL | Fundamental Income Net Lease Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NESYX | Natixis US Equity Opportunities Y | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NESNX | Natixis US Equity Opportunities N | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NESIX | Needham Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NESGX | Needham Small Cap Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NERD | Roundhill Video Games ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEOYX | Natixis Oakmark Y | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEJYX | Natixis Vaughan Nelson Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEJCX | Natixis Vaughan Nelson Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEIMX | Neiman Large Cap Value No-Load | Owns companies we recommend for divestment | 3 | 4 | 9 | 4 | X | Large Value |
| NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NEFSX | Natixis US Equity Opportunities A | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NEFOX | Natixis Oakmark A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NEFJX | Natixis Vaughan Nelson Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| NEEIX | Needham Growth Institutional | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| NEEGX | Needham Growth Retail | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| NECOX | Natixis Oakmark C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NECCX | Natixis US Equity Opportunities C | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NEAMX | Neiman Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 9 | 4 | X | Large Value |
| NEAIX | Needham Aggressive Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NEAGX | Needham Aggressive Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NDXKX | Shelton Nasdaq-100 Index K | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NDVVX | MFS New Discovery Value R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVUX | MFS New Discovery Value R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVTX | MFS New Discovery Value R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVSX | MFS New Discovery Value R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVRX | MFS New Discovery Value R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVIX | MFS New Discovery Value I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NDVCX | MFS New Discovery Value C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVBX | MFS New Discovery Value B | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVAX | MFS New Discovery Value A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| NDIV | Amplify Natural Resources Div Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NDIA | Global X India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| NDGIX | Neuberger Berman Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGCX | Neuberger Berman Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGAX | Neuberger Berman Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NCVLX | Nuance Concentrated Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| NCTWX | Nicholas II I | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
| NCLEX | Nicholas Limited Edition I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NCIGX | Nuveen International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 11 | 29 | 32 | 27 | X | Large Blend |
| NCEGX | The North Country Large Cap Equity Fund | Owns companies we recommend for divestment | 3 | 7 | 9 | 5 | X | Large Blend |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| NCAVX | Nuance Concentrated Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBSM | Neuberger Berman Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRIX | Neuberger Berman Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRFX | Neuberger Berman Real Estate Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBNRX | Neuberger Berman International Sel R3 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NBNGX | Sit Mid Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| NBNCX | Neuberger Berman International Sel C | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NBNAX | Neuberger Berman International Sel A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NBJP | Neuberger Berman Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| NBIIX | Neuberger Berman International Eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBGX | Neuberger Berman Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NBGUX | Neuberger Berman Large Cap Growth Adv | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NBGTX | Neuberger Berman Large Cap Growth Tr | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NBGNX | Neuberger Berman Genesis Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGIX | Neuberger Berman Genesis Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGEX | Neuberger Berman Genesis Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGAX | Neuberger Berman Genesis Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NBET | Neuberger Berman Engy Trnstn & InfrasETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| NBDS | Neuberger Berman Disrupters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 7 | 10 | 16 | 15 | X | Large Blend |
| NBCE | Neuberger Berman China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NBCC | Neuberger Berman Nxt Gen Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Consumer Cyclical |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| NATO | Themes Transatlantic Defense ETF | Owns companies we recommend for divestment | 18 | 2 | 15 | 14 | X | Industrials |
| NASDX | Shelton Nasdaq-100 Index Investor | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| NANC | Unusual Whales Subversive Dem Trd ETF | Owns companies we recommend for divestment | 5 | 13 | 16 | 10 | X | Large Blend |
| NAMBX | Columbia Select Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| NAIGX | Nuveen International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 11 | 13 | 22 | 14 | V | Large Blend |
| MYSPX | NYLI S&P 500 Index Investor Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MYLD | Cambria Micro and Smcp Shld Yld ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Small Value |
| MYITX | NYLI WMC International Research Eq Cl A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MYINX | NYLI WMC International Rsrch Eq Inv Cl | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Value |
| MYIIX | NYLI WMC International Research Eq Cl I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYIEX | MassMutual International Eq Svc | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MYICX | NYLI WMC International Research Eq Cl C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| MXYKX | Empower T. Rowe Price Mid Cp Gr Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXXVX | Matthew 25 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Blend |
| MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| MXXIX | Marsico Midcap Growth Focus Fund | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Growth |
| MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXVIX | Empower S&P 500® Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXTFX | Empower Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Value |
| MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXPBX | Empower International Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| MXMTX | Empower Small Cap Growth Investor | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| MXMSX | Empower Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| MXMGX | Empower T. Rowe Price Mid Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXLSX | Empower Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Value |
| MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| MXLGX | Empower Large Cap Growth Inv | Owns companies we recommend for divestment | 2 | 8 | 11 | 6 | X | Large Growth |
| MXKWX | Empower S&P 500® Index Institutional | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXINX | Empower International Index Inv | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| MXIGX | Empower International Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
| MXHTX | Empower International Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXHDX | Empower Lifetime 2065 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| MXHCX | Empower Lifetime 2065 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| MXHBX | Empower Lifetime 2065 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXGSX | Empower Large Cap Growth Instl | Owns companies we recommend for divestment | 2 | 8 | 11 | 6 | X | Large Growth |
| MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXEVX | Empower Core Strategies Intl Eq Inv | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| MXETX | Empower Core Strategies US Eq Inv | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXEOX | Empower Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MXENX | Empower Emerging Markets Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MXECX | Empower Core Strategies Intl Eq Instl | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| MXEBX | Empower Core Strategies US Eq Instl | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| MXCCX | Federated Hermes Max-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MWOKX | MFS Global Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOJX | MFS Global Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOIX | MFS Global Growth I | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOHX | MFS Global Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOGX | MFS Global Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOFX | MFS Global Growth A | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOCX | MFS Global Growth C | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOBX | MFS Global Growth B | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWNIX | MFS International New Discovery I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Large Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Large Blend |
| MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWEMX | MFS Global Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWELX | MFS Global Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEIX | MFS Global Equity I | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEHX | MFS Global Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEGX | MFS Global Equity R1 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEFX | MFS Global Equity A | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWECX | MFS Global Equity C | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEBX | MFS Global Equity B | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MVTIX | Transamerica Mid Cap Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MVPA | Miller Value Ptnrs Appreciation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Value |
| MVISX | Patient Opportunity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 3 | 16 | 15 | 11 | V | Large Value |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 3 | 16 | 15 | 11 | V | Large Value |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVFD | Monarch Volume Factor Dividend Tree ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Moderate Allocation |
| MVEIX | Monteagle Select Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVALX | Meridian Contrarian Legacy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Value |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| MUSQ | MUSQ Global Music Industry Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Miscellaneous Sector |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2065+ |
| MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2060 |
| MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2055 |
| MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2050 |
| MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2045 |
| MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2040 |
| MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2035 |
| MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2030 |
| MUOSX | Morgan Stanley Instl US Core R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUNDX | Mundoval | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Growth |
| MUIGX | Nationwide BNY Mellon Dyn US Core R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| MUHLX | Muhlenkamp | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUBFX | NYLI WMC Value Class I | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 8 | 7 | X | Large Blend |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTERX | MFS Technology R2 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCLX | MFS Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCKX | MFS Technology R1 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCJX | MFS Technology R4 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCIX | MFS Technology I | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCHX | MFS Technology R3 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCCX | MFS Technology C | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCBX | MFS Technology B | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCAX | MFS Technology A | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MSXMX | NYLI S&P 500 Index SIMPLE Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSXAX | NYLI S&P 500 Index Class A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSVZX | MassMutual Small Company Val I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVYX | MassMutual Small Cap Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MSVSX | MassMutual Small Company Val R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVOX | Morgan Stanley Vitality Portfolio R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVNX | MassMutual Small Company Val R3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVMX | Morgan Stanley Vitality Portfolio C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVIX | Mesirow Small Company Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MSVEX | Morgan Stanley Vitality Portfolio A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVDX | Morgan Stanley Vitality Portfolio I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSTQX | Morningstar US Equity | Owns companies we recommend for divestment | 10 | 11 | 23 | 18 | X | Large Blend |
| MSTFX | Morningstar International Equity | Owns companies we recommend for divestment | 6 | 2 | 16 | 6 | X | Foreign Large Blend |
| MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Growth |
| MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Growth |
| MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSM | Morgan Stanley Pathway Sm-Md Cp Eq ETF | Owns companies we recommend for divestment | 17 | 15 | 18 | 19 | X | Mid-Cap Blend |
| MSSLX | Morgan Stanley Inst Inception L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Growth |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSQLX | Morgan Stanley Inst International Eq L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSPTX | Morgan Stanley Inst Global Insgt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MSPRX | Morgan Stanley Inst Advantage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MSPIX | NYLI S&P 500 Index Class I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSOPX | Morgan Stanley Inst Global Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MSOOX | MassMutual Small Cap Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSOIX | NYLI WMC Enduring Capital Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MSOAX | NYLI WMC Enduring Capital Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| MSMIX | NYLI WMC Value Investor Class | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MSMFX | Morgan Stanley Inst Discovery C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MSLLX | Morgan Stanley Inst Passport ovrs eq L | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSLC | Morgan Stanley Pathway Large Cap Eq ETF | Owns companies we recommend for divestment | 27 | 29 | 41 | 36 | X | Large Blend |
| MSKLX | Morgan Stanley Inst Discovery L | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MSJSX | Morgan Stanley Global Endurance R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJIX | Morgan Stanley Global Endurance I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJFX | Invesco Main Street R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MSJCX | Morgan Stanley Global Endurance C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJAX | Morgan Stanley Global Endurance A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSIWX | Morgan Stanley Inst EMkts Ldrs IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSIQX | Morgan Stanley Inst International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSILX | iMGP Intl Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| MSIGX | Invesco Main Street A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MSIBX | Morgan Stanley Inst Passport ovrs eq A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSIAX | Morgan Stanley Inst Intl Advtg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHOX | Morgan Stanley Inst Permanence C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHNX | Morgan Stanley Inst Permanence A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHLX | Morgan Stanley Inst Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSGZX | MassMutual Small Cap Gr Eq I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGUX | Morgan Stanley Inst Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSGSX | MassMutual Small Cap Gr Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGQX | Morgan Stanley Inst Global Stars C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MSGNX | MassMutual Small Cap Gr Eq R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGLX | MassMutual Small Cap Gr Eq Adm | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGFX | Morgan Stanley Inst Global Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFLX | Morgan Stanley Inst Global Franchise L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSFBX | Morgan Stanley Inst Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSFAX | Morgan Stanley Inst Global Franchise I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSERX | MassMutual Small Cap Growth Eq R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSEQX | Morgan Stanley Inst Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSEPX | Morgan Stanley Inst Emerging Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSELX | Morgan Stanley Inst Emerging Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSEIX | AMG Veritas Asia Pacific I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSEGX | Morgan Stanley Inst Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSEFX | iMGP Global Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Global Large-Stock Blend |
| MSEEX | Morgan Stanley Europe Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MSECX | Morgan Stanley Inst International Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MSDUX | Morgan Stanley Emerging Mkt ex China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDQX | Morgan Stanley Emerging Mkt ex China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDOX | Morgan Stanley Emerging Mkt ex China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDMX | Morgan Stanley Emerging Mkt ex China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDKX | Morgan Stanley Intl Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDFX | Morgan Stanley Intl Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDEX | Morgan Stanley Intl Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSCZX | Morgan Stanley Intl Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSCYX | MassMutual Small Cap Gr Eq Svc | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSCUX | Morgan Stanley American Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSCRX | Madison Small Cap R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 7 | 9 | 6 | 12 | X | Small Blend |
| MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSCMX | Morgan Stanley Insight C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| MSCLX | MassMutual Small Cap Opps Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSCIX | Madison Small Cap I | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 7 | 9 | 6 | 12 | X | Small Blend |
| MSCFX | Mairs & Power Small Cap | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MSCDX | MassMutual Small Cap Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSBWX | Morgan Stanley American Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSBVX | Morgan Stanley American Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSBQX | Morgan Stanley American Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MSAYX | Morgan Stanley Inst Asia Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAWX | Morgan Stanley Inst Asia Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAUX | Morgan Stanley Inst Asia Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAQX | Morgan Stanley Inst Asia Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSALX | Morgan Stanley Inst Intl Advtg L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSACX | Morgan Stanley Inst Passport ovrs eq I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSAAX | Morgan Stanley Inst Passport ovrs eq C | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MRVYX | Mirova International Megatrends Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| MRVSX | Victory Integrity Small-Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MRVNX | Mirova International Megatrends N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| MRVAX | Mirova International Megatrends A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MRSRX | MFS Research International R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MRSKX | MFS Research International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSJX | MFS Research International R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSIX | MFS Research International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSHX | MFS Research International R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSGX | MFS Research International R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSAX | MFS Research International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRRGX | Meridian Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
| MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Growth |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Value |
| MRIGX | Meridian Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRICX | MFS Research International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRIBX | MFS Research International B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGEX | Morgan Stanley Inst Emerging Mkts IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRFOX | Marshfield Concentrated Opportunity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MRESX | Cromwell CenterSquare Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MREFX | BlackRock International Select Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MRCGX | Meridian Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MRASX | Cromwell CenterSquare Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRAGX | Meridian Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| MQGIX | MFS International Growth I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Growth |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MPMCX | BNY Mellon Mid Cap Multi-Strategy M | Owns companies we recommend for divestment | 11 | 11 | 12 | 14 | X | Mid-Cap Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 2 | 5 | 14 | 9 | V | Foreign Large Blend |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 2 | 5 | 14 | 9 | V | Foreign Large Blend |
| MPITX | BNY Mellon International M | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| MPISX | BNY Mellon Income Stock M | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| MPIEX | Mondrian International Value Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Foreign Large Value |
| MPGVX | Mondrian Global Equity Value | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Value |
| MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPGLX | MassMutual Disciplined Gr Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPGFX | Mairs & Power Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| MPGAX | MassMutual Disciplined Gr A | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPEMX | Mondrian Emerging Markets Value Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPEGX | Morgan Stanley Inst Discovery I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MPDRX | MassMutual Disciplined Gr R3 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPDIX | MassMutual Disciplined Gr I | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPDGX | MassMutual Disciplined Gr R4 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MPAIX | Morgan Stanley Inst Advantage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MPACX | Matthews Asia Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| MOWNX | Moerus Worldwide Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MOWIX | Moerus Worldwide Value Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MOTO | SmartETFs Smart Trans & Tch ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Global Large-Stock Blend |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | V | Large Blend |
| MOSZX | MassMutual Overseas I | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSYX | MassMutual Overseas Svc | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSSX | MassMutual Overseas R5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSLX | MassMutual Overseas Adm | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSFX | MassMutual Overseas R4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSAX | MassMutual Overseas A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MOPIX | NYLI WMC Small Companies Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPCX | NYLI WMC Small Companies Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPAX | NYLI WMC Small Companies Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOORX | MassMutual Small Cap Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| MONTX | Monetta | Owns companies we recommend for divestment | 4 | 5 | 11 | 5 | X | Large Growth |
| MOJOX | Donoghue Forlines Momentum I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| MOJCX | Donoghue Forlines Momentum C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| MOJAX | Donoghue Forlines Momentum A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| MOINX | NYLI WMC Small Companies Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOGLX | Gabelli Media Mogul | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 7 | 21 | 21 | 16 | X | Large Blend |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Large Blend |
| MNVRX | Madison Large Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MNVAX | Madison Large Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MNTL | Tema Neuroscience and Mental Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| MNSQX | Invesco Main Street Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MNRMX | Manor | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MNRGX | Manor Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| MNOZX | Manning & Napier Overseas Series Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| MNOWX | Manning & Napier Overseas Series W | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| MNOSX | Manning & Napier Overseas Series S | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| MNHWX | Manning & Napier Pro-Blend Max Term W | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNHRX | Manning & Napier Pro-Blend Max Term R | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNHIX | Manning & Napier Pro-Blend Max Term I | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNHCX | Manning & Napier Pro-Blend Max Term L | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNECX | Manning & Napier Pro-Blend Extnd Term L | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| MNDRX | MFS New Discovery R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDKX | MFS New Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDJX | MFS New Discovery R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDIX | MFS New Discovery I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDHX | MFS New Discovery R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDGX | MFS New Discovery R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDFX | Manning & Napier Disciplined Value I | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MNDCX | MFS New Discovery C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDBX | MFS New Discovery B | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDAX | MFS New Discovery A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNCSX | Mercer Non-US Core Equity I | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| MNCEX | Mercer Non-US Core Equity Y3 | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| MNBWX | Manning & Napier Pro-Blend Extnd Term W | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| MNBRX | Manning & Napier Pro-Blend Extnd Term R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| MNBIX | Manning & Napier Pro-Blend Extnd Term I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| MNBAX | Manning & Napier Pro-Blend Extnd Term S | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MMZMX | MassMutual Blue Chip Growth Y | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMYLX | MassMutual Small Company Val Adm | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMYAX | MassMutual Small Company Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMVYX | MassMutual Small Company Val Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMVFX | MassMutual Small Company Value R4 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMUKX | MFS Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUJX | MFS Utilities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUIX | MFS Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUHX | MFS Utilities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUFX | MFS Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUBX | MFS Utilities B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Small Blend |
| MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Small Blend |
| MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRFX | MassMutual Select TRP Real Asset I | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Natural Resources |
| MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMPDX | NYLI WMC Value Class R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MMPCX | NYLI WMC Value Class C | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MMOJX | MassMutual Overseas Y | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MMOGX | MassMutual Small Cap Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MMOEX | MassMutual International Eq Y | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MMNLX | MassMutual Small Company Val Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMNJX | MassMutual Small Cap Gr Eq Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMNBX | MassMutual Diversified Value Y | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MMMPX | Morgan Stanley Inst Emerging Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMLRX | MassMutual Select TRP Large Cap Blend I | Owns companies we recommend for divestment | 21 | 22 | 34 | 25 | X | Large Blend |
| MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Growth |
| MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMIZX | MM S&P 500® Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 4 | 1 | 12 | 5 | X | Foreign Large Blend |
| MMINX | MM S&P 500® Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Value |
| MMIEX | MM S&P 500® Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIAX | MassMutual International Eq A | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MMGEX | MassMutual Small Cap Gr Eq A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFFX | MM S&P 500® Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMDEX | Praxis Growth Index I | Owns companies we recommend for divestment | 1 | 10 | 11 | 9 | V | Large Growth |
| MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderate Allocation |
| MMCRX | Madison Mid Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MMCGX | Morgan Stanley Inst Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MLXIX | Catalyst Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLXCX | Catalyst Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLXAX | Catalyst Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLRTX | NYLI Winslow Large Cap Growth Class R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRSX | NYLI Winslow Large Cap Growth Class R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRRX | NYLI Winslow Large Cap Growth Class R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRMX | NYLI Winslow Large Cap Growth SIMPLE Cl | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MLPZX | Invesco SteelPath MLP Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPX | Global X MLP & Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPSX | ProFunds Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPOX | Invesco SteelPath MLP Alpha Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPNX | Invesco SteelPath MLP Alpha Plus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPMX | Invesco SteelPath MLP Alpha Plus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPLX | Invesco SteelPath MLP Alpha Plus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPIX | ProFunds Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPFX | Invesco SteelPath MLP Select 40 A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPEX | Invesco SteelPath MLP Select 40 C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPDX | Invesco SteelPath MLP Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPAX | Invesco SteelPath MLP Alpha A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLOZX | Cohen & Steers Future of Energy Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLORX | Cohen & Steers Future of Energy R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOIX | Cohen & Steers Future of Energy I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOCX | Cohen & Steers Future of Energy C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOAX | Cohen & Steers Future of Energy A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLNSX | Morgan Stanley Instl Glbl Concntr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| MLNIX | Morgan Stanley Instl Glbl Concntr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| MLNCX | Morgan Stanley Instl Glbl Concntr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| MLNAX | Morgan Stanley Instl Glbl Concntr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| MLMSX | Morgan Stanley Instl Global Core R6 | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MLMIX | Morgan Stanley Instl Global Core I | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MLMCX | Morgan Stanley Instl Global Core C | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MLMAX | Morgan Stanley Instl Global Core A | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MLINX | NYLI Winslow Large Cap Growth Inv Class | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLGRX | NYLI Winslow Large Cap Growth Class R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLGLX | Gabelli Media Mogul A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLCPX | MainGate MLP C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLAIX | NYLI Winslow Large Cap Growth Class I | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLACX | NYLI Winslow Large Cap Growth Class C | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLAAX | NYLI Winslow Large Cap Growth Class A | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MKVIX | MFS International Large Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVHX | MFS International Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVGX | MFS International Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVFX | MFS International Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVEX | MFS International Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVDX | MFS International Large Cap Value R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVCX | MFS International Large Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVBX | MFS International Large Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MKSCX | BlackRock Sustainable Advantage Gbl Eq K | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| MKOR | Matthews Korea Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MKEFX | BlackRock International Select Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKEAX | BlackRock Unconstrained Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MJFOX | Matthews Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| MIZIX | MassMutual International Eq I | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MIVIX | Madison Large Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MITTX | MFS Massachusetts Investors Tr A | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITJX | MFS Massachusetts Investors Tr R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITIX | MFS Massachusetts Investors Tr I | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITHX | MFS Massachusetts Investors Tr R3 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITGX | MFS Massachusetts Investors Tr R1 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITEX | Matthews Asia Innovators Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MITDX | MFS Massachusetts Investors Tr R4 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITCX | MFS Massachusetts Investors Tr C | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITBX | MFS Massachusetts Investors Tr B | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 13 | 0 | 10 | 11 | X | Industrials |
| MISIX | Victory Trivalent International Sm-Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MISEX | Midas Special Opportunities Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Blend |
| MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Growth |
| MISAX | Victory Trivalent International Sm-Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MIRTX | MFS Massachusetts Investors Tr R2 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MIRGX | MFS Massachusetts Inv Gr Stk R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIQPX | Morgan Stanley Inst International Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MIQBX | Morgan Stanley Inst International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MIPTX | Matthews Pacific Tiger Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIPIX | Matthews Asia Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOIX | Morgan Stanley Inst International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | X | Foreign Large Growth |
| MINVX | Madison Large Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MINV | Matthews Asia Innovators Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MINRX | MFS International Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINJX | MFS International Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINIX | MFS International Intrinsic Value I | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINHX | MFS International Intrinsic Value R4 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINGX | MFS International Intrinsic Value R3 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINFX | MFS International Intrinsic Value R2 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIMSX | BNY Mellon Mid Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 11 | 11 | 12 | 14 | X | Mid-Cap Blend |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 2 | X | Large Growth |
| MIJFX | Matthews Japan Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| MIISX | BNY Mellon Income Stock Inv | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | X | Foreign Large Growth |
| MIINX | BNY Mellon International Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| MIGYX | Invesco Main Street Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MIGWX | Marsico Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 7 | 3 | X | Large Growth |
| MIGPX | Morgan Stanley Inst Global Insgt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MIGOX | Marsico Global Institutional | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Global Large-Stock Growth |
| MIGNX | MFS Massachusetts Inv Gr Stk R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGMX | MFS Massachusetts Inv Gr Stk R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGLX | Morgan Stanley Inst Global Insgt L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MIGKX | MFS Massachusetts Inv Gr Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGIX | Morgan Stanley Inst Global Insgt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MIGHX | MFS Massachusetts Inv Gr Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGFX | MFS Massachusetts Inv Gr Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGDX | MFS Massachusetts Inv Gr Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGCX | Invesco Main Street C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MIGBX | MFS Massachusetts Inv Gr Stk B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIFOX | Marsico Focus Institutional | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Large Growth |
| MIEZX | MM S&P 500® Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIEYX | MM S&P 500® Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIELX | MassMutual International Eq Adm | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MIEKX | MFS International Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEJX | MFS International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEIX | MFS International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEGX | BNY Mellon Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEFX | Matthews Emerging Markets Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEDX | MassMutual International Eq R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MIEAX | MM S&P 500® Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIDSX | Midas Discovery Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| MIDRX | MFS International New Discovery R2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIDLX | MFS International New Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MIDJX | MFS International New Discovery R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDHX | MFS International New Discovery R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDGX | MFS International New Discovery R1 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDFX | Marsico Midcap Growth Focus Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Growth |
| MIDE | Xtrackers S&P MidCap 400 Scrd & Scrn ETF | Owns companies we recommend for divestment | 1 | 7 | 3 | 5 | V | Mid-Cap Blend |
| MIDCX | MFS International New Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDBX | MFS International New Discovery B | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDAX | MFS International New Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Growth |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 2 | 10 | 2 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 2 | 10 | 2 | X | Foreign Large Blend |
| MICHX | Matthews China Small Companies Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICFX | Matthews China Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICDX | Matthews China Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MIAPX | Matthews Asia Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| MIAGX | MFS Aggressive Growth Allocation I | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MGZZX | Morgan Stanley Inst Global Insgt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGWRX | MFS Global Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MGWIX | MFS Growth Allocation I | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 9 | 7 | 16 | 8 | X | Large Value |
| MGTSX | Morgan Stanley Inst Global Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGTIX | MFS Massachusetts Inv Gr Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| MGSEX | AMG Veritas Asia Pacific N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGRVX | MFS International Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRTX | MFS International Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRRX | MFS International Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRQX | MFS International Growth R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRPX | Morgan Stanley Inst Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| MGRIX | Marsico Growth | Owns companies we recommend for divestment | 1 | 5 | 7 | 3 | X | Large Growth |
| MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MGRDX | MFS International Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRCX | MFS International Growth C | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRBX | MFS International Growth B | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRAX | MFS International Growth A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGQSX | Morgan Stanley Inst Global Stars R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQLX | Morgan Stanley Inst Global Stars L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQIX | Morgan Stanley Inst Global Stars I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQAX | Morgan Stanley Inst Global Stars A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Mid-Cap Growth |
| MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Mid-Cap Growth |
| MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Mid-Cap Growth |
| MGORX | Morgan Stanley Inst Global Opp IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGOCX | NYLI WMC Enduring Capital Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Mid-Cap Growth |
| MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| MGNDX | Praxis Growth Index A | Owns companies we recommend for divestment | 1 | 10 | 11 | 9 | V | Large Growth |
| MGMT | Ballast Small/Mid Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| MGLRX | MFS Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLMX | MFS Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLLX | MFS Global Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLKX | MFS Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLJX | MFS Global Real Estate R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLIX | MFS Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLCX | MFS Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLBX | Marsico Global | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Global Large-Stock Growth |
| MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGKQX | Morgan Stanley Global Permanence R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKIX | Morgan Stanley Global Permanence I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKCX | Morgan Stanley Global Permanence C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKAX | Morgan Stanley Global Permanence A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| MGISX | Morgan Stanley Inst Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MGIFX | Mondrian Global Listed Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MGICX | MFS International Intrinsic Value C | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MGIBX | MFS International Intrinsic Value B | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MGIAX | MFS International Intrinsic Value A | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MGHRX | Morgan Stanley Inst Growth IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGGPX | Morgan Stanley Inst Global Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGGLX | Morgan Stanley Inst Global Opp L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGGIX | Morgan Stanley Inst Global Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGEMX | Morgan Stanley Inst Emerging Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 11 | 13 | 26 | 14 | X | Large Blend |
| MGALX | MFS Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 9 | 29 | 39 | 30 | V | Global Moderately Aggressive Allocation |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 26 | 32 | 29 | X | Large Value |
| MFSV | MFS Active Value ETF | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MFSI | MFS Active International ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| MFSG | MFS Active Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| MFOCX | Marsico Focus | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Large Growth |
| MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMLX | Morgan Stanley Inst Next Gen Em Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMIX | Morgan Stanley Inst Next Gen Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFLLX | Morgan Stanley Inst Inception R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MFJUX | MFS Lifetime 2060 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJTX | MFS Lifetime 2060 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJKX | MFS Lifetime 2060 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJIX | MFS Lifetime 2060 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJGX | MFS Lifetime 2060 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJEX | MFS Lifetime 2060 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJCX | MFS Lifetime 2060 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJBX | MFS Lifetime 2060 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJAX | MFS Lifetime 2060 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFPX | MFS Lifetime 2050 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFKX | MFS Lifetime 2050 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 0 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| MFELX | MFS Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEKX | MFS Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEJX | MFS Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEIX | MFS Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEHX | MFS Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEGX | MFS Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFECX | MFS Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 20 | 5 | 39 | 9 | X | Foreign Large Blend |
| MFCIX | Meridian Contrarian Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCCX | Meridian Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCAX | Meridian Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFAPX | Morgan Stanley Inst Intl Advtg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MFAIX | Morgan Stanley Inst Intl Advtg I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MEYWX | Manning & Napier Equity Series W | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | X | Large Growth |
| MEURX | Franklin Mutual International Value Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| METV | Roundhill Ball Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 3 | X | Technology |
| MERDX | Meridian Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MERAX | Madison Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MEQRX | MFS Global Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Large Blend |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 2 | 3 | 9 | 1 | X | Foreign Large Value |
| MEMX | Matthews Emerging Markets Ex Chn Act ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMSX | Mercer Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| MEMS | Matthews Emerging Markets Discv Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMRX | MFS Emerging Markets Equity R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMQX | Mercer Emerging Markets Equity Y3 | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| MEMLX | Morgan Stanley Inst EMkts Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMKX | BNY Mellon Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMJX | MFS Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMIX | MFS Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMHX | MFS Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMGX | MFS Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMFX | MFS Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMCX | MFS Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMBX | MFS Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMAX | MFS Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEM | Matthews Emerging Markets Eq Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELSX | Morgan Stanley Inst EMkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELIX | Morgan Stanley Inst EMkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELAX | Morgan Stanley Inst EMkts Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEIRX | MassMutual International Eq R4 | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEGRX | MFS Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MEGMX | Matthews Emerging Markets Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEGBX | MFS Growth B | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFOX | Meehan Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 5 | X | Large Blend |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFIX | Martin Currie Emerging Markets FI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEERX | MassMutual International Eq R3 | Owns companies we recommend for divestment | 3 | 3 | 7 | 1 | X | Foreign Large Blend |
| MEDX | Horizon Kinetics Medical ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MEDI | Harbor Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MECZX | AMG GW&K International Small Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECVX | NYLI Epoch Capital Growth Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| MECIX | AMG GW&K International Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECFX | NYLI Epoch Capital Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| MECEX | NYLI Epoch Capital Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| MECDX | NYLI Epoch Capital Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| MECAX | AMG GW&K International Small Cap N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MDVZX | Manning & Napier Disciplined Value Z | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDVYX | MassMutual Diversified Value Svc | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDVWX | Manning & Napier Disciplined Value W | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDVSX | MassMutual Diversified Value R5 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDVNX | MassMutual Diversified Value R3 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDST | Westwood Salient Enhanced Mid Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MDSCX | BlackRock Sustainable Advantage Gl EqIns | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MDPL | Monarch Dividend Plus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Mid-Cap Value |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MDOEX | Morgan Stanley Developing Opportunity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDODX | Morgan Stanley Developing Opportunity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOBX | Morgan Stanley Developing Opportunity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOAX | Morgan Stanley Developing Opportunity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDMIX | Madison Dividend Income I | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Large Value |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIV | Multi-Asset Diversified Income ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Aggressive Allocation |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Value |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIGX | MFS Intl Diversification C | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIFX | MFS Intl Diversification B | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIDX | MFS Intl Diversification A | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MDFSX | Manning & Napier Disciplined Value S | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MDEFX | BlackRock International Select Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MDDRX | MassMutual Diversified Value R4 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDDLX | MassMutual Diversified Value Adm | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDDIX | MassMutual Diversified Value I | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDAX | MassMutual Diversified Value A | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDCIX | Madison Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MCYVX | NYLI Candriam Emerging Markets Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYSX | NYLI Candriam Emerging Markets Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYIX | NYLI Candriam Emerging Markets Eq Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYCX | NYLI Candriam Emerging Markets Eq Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYAX | NYLI Candriam Emerging Markets Eq Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCVSX | Victory Integrity Small-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MCTOX | Modern Capital Tactical Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MCTDX | Modern Capital Tactical Income ADV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MCSSX | NYLI WMC Enduring Capital Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MCSMX | Matthews China Small Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| MCSDX | NYLI WMC Enduring Capital Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MCSCX | M3Sixty Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MCRTX | Morgan Stanley Insight R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| MCMVX | Monongahela All Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MCISX | Victory Trivalent International Sm-Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Value |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MCHS | Matthews China Discovery Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| MCHFX | Matthews China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCH | Matthews China Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCGWX | MFS Growth Allocation C | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MCEMX | Martin Currie Emerging Markets IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEIX | Martin Currie Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MCEFX | BlackRock International Select Eq Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MCECX | Martin Currie Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 7 | 5 | 4 | 8 | X | Mid-Cap Blend |
| MCDFX | Matthews China Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCCRX | MassMutual Small Cap Opps R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MCAGX | MFS Aggressive Growth Allocation C | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MBOX | Freedom Day Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBIRX | Morgan Stanley Insight IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| MBINX | NYLI Balanced Investor Class | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBGWX | MFS Growth Allocation B | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MBGFX | MassMutual Blue Chip Growth R4 | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBERX | NYLI Balanced Class R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBCZX | MassMutual Blue Chip Growth I | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCYX | MassMutual Blue Chip Growth Svc | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCSX | MassMutual Blue Chip Growth R5 | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCNX | MassMutual Blue Chip Growth R3 | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCLX | MassMutual Blue Chip Growth Adm | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCGX | MassMutual Blue Chip Growth A | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Growth |
| MBCC | Monarch Blue Chips Core ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 9 | 29 | 39 | 30 | V | Global Moderate Allocation |
| MBAIX | NYLI Balanced Class I | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBAGX | MFS Aggressive Growth Allocation B | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MBACX | NYLI Balanced Class C | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MAWAX | MFS Aggressive Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAVKX | MoA Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| MAVF | Matrix Advisors Value ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Value |
| MATFX | Matthews Asia Innovators Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MASMX | Madison Small Cap A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MASCX | BlackRock Sustainable Advantage GlEqInvA | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MAPTX | Matthews Pacific Tiger Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MAPPX | Morgan Stanley Inst Advantage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MAPOX | Mairs & Power Balanced | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Moderate Allocation |
| MAPLX | Morgan Stanley Inst Advantage L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MAPIX | Matthews Asia Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MAPAX | NYLI WMC Value Class A | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 10 | 2 | X | Foreign Large Blend |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Value |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MAIJX | Morgan Stanley Inst Passport ovrs eq R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MAIHX | Morgan Stanley Inst Passport ovrs eq IR | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MAIFX | MoA International Fund | Owns companies we recommend for divestment | 2 | 1 | 8 | 4 | X | Foreign Large Value |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 2 | 10 | 2 | X | Foreign Large Blend |
| MAGWX | MFS Growth Allocation A | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderately Aggressive Allocation |
| MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MAGQX | MFS Growth Allocation R6 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGMX | MFS Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MAGJX | MFS Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGEX | MFS Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MAGA | Point Bridge America First ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 4 | X | Mid-Cap Value |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MAEIX | MoA Equity Index Fund | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MAEFX | BlackRock International Select Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MADSX | Morgan Stanley Inst Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MADRX | Madison Dividend Income R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| MADFX | Matrix Advisors Dividend | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 15 | 3 | 15 | 13 | X | Industrials |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADAX | Madison Dividend Income A | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Moderate Allocation |
| MACGX | Morgan Stanley Inst Discovery A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MACEX | Martin Currie Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 10 | 19 | 23 | 15 | X | Large Blend |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MAAUX | Morgan Stanley Inst Dynamic Value A | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAAQX | Morgan Stanley Inst Dynamic Value I | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAAOX | Morgan Stanley Inst Dynamic Value C | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAALX | MFS Aggressive Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAAKX | MoA All America Fund | Owns companies we recommend for divestment | 21 | 22 | 35 | 26 | X | Large Blend |
| MAAHX | MFS Aggressive Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAAGX | MFS Aggressive Growth Allocation A | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAAFX | MFS Aggressive Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAADX | Morgan Stanley Inst Dynamic Value R6 | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| LZUSX | Lazard US Equity Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| LZUOX | Lazard US Equity Focus Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| LZSMX | Lazard International Small Cap Eq Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| LZSIX | Lazard International Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| LZSCX | Lazard US Small Cap Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LZOEX | Lazard Emerging Markets Equity Open | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZISX | Lazard International Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| LZIOX | Lazard International Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZIEX | Lazard International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZFOX | Lazard Equity Franchise Open Shares | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| LZFIX | Lazard Equity Franchise Inst Shr | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| LZESX | Lazard International Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| LZEMX | Lazard Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZCOX | Lazard US Small Cap Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LYRZX | Lyrical International Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRWX | Lyrical International Value Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRVX | Lyrical International Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRNX | Lyrical International Value Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRIX | Lyrical US Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRCX | Lyrical US Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRBX | Lyrical US Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRAX | Lyrical US Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYLD | Cambria LargeCap Shareholder Yield ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Large Value |
| LYFIX | AlphaCentric Life Sciences & Hlthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| LYFCX | AlphaCentric Life Sciences & Hlthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| LYFAX | AlphaCentric Life Sciences & Hlthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| LVPSX | ProFunds Large Cap Value Svc | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| LVPIX | ProFunds Large Cap Value Inv | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOVX | Lord Abbett Value Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOTX | Lord Abbett Value Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOSX | Lord Abbett Value Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVORX | Lord Abbett Value Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOQX | Lord Abbett Value Opportunities R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOPX | Lord Abbett Value Opportunities P | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOOX | Lord Abbett Value Opportunities F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOLX | SGI US Large Cap Equity A | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| LVOFX | Lord Abbett Value Opportunities F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOCX | Lord Abbett Value Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOAX | Lord Abbett Value Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVHD | Franklin U.S. Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Large Value |
| LVFLX | Lord Abbett Focused Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LVAZX | LSV Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LVAVX | LSV Conservative Value Equity Investor | Owns companies we recommend for divestment | 12 | 15 | 19 | 12 | X | Large Value |
| LVAQX | LSV Small Cap Value Investor | Owns companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Small Value |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| LVAGX | LSV Global Value Investor | Owns companies we recommend for divestment | 6 | 8 | 18 | 9 | X | Global Large-Stock Value |
| LVAFX | LSV Global Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Global Large-Stock Value |
| LVAEX | LSV Value Equity Investor | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| LUX | Tema Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| LUSOX | Lazard US Systematic Small Cap Eq Open | Owns companies we recommend for divestment | 1 | 0 | 3 | 4 | X | Small Blend |
| LUSIX | Lazard US Systematic Small Cap Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 4 | X | Small Blend |
| LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| LTFOX | Lord Abbett Affiliated F3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| LTAGX | Lord Abbett International Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LSWWX | Loomis Sayles Global Allocation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LSVZX | LSV Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LSVVX | LSV Conservative Value Equity | Owns companies we recommend for divestment | 12 | 15 | 19 | 12 | X | Large Value |
| LSVQX | LSV Small Cap Value Institutional | Owns companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Small Value |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| LSVGX | LSV Global Value Institutional | Owns companies we recommend for divestment | 6 | 8 | 18 | 9 | X | Global Large-Stock Value |
| LSVFX | LSV Global Managed Volatility Instl | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Global Large-Stock Value |
| LSVEX | LSV Value Equity | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| LSVD | LSV Disciplined Value ETF | Owns companies we recommend for divestment | 6 | 11 | 18 | 10 | X | Large Value |
| LSVAX | Loomis Sayles Small Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LST | Leuthold Select Industries ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Mid-Cap Blend |
| LSSNX | Loomis Sayles Small Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LSSIX | Loomis Sayles Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LSSCX | Loomis Sayles Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSRCX | Lord Abbett Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LSPIX | LoCorr Spectrum Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPCX | LoCorr Spectrum Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPAX | LoCorr Spectrum Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSNGX | Loomis Sayles Global Growth N | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LSIFX | ClearBridge Growth IS | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LSHUX | Kinetics Spin-Off and Corp Rest Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHEX | Kinetics Spin-Off and Corp Rest No Load | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHCX | Kinetics Spin-Off and Corp Rest Adv C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHAX | Kinetics Spin-Off and Corp Rest Adv A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSGRX | Loomis Sayles Growth Y | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
| LSGGX | Loomis Sayles Global Growth Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSFLX | Lord Abbett Focused Large Cap Value R4 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LSCRX | Loomis Sayles Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSCNX | Loomis Sayles Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSCGX | Loomis Sayles Global Growth C | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSAT | LeaderShares® AlphaFctr® Tctcl Fcsd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| LSAGX | Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSAF | LeaderSharesTM AlphaFactor® US Cr Eq ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Mid-Cap Blend |
| LRSYX | Lord Abbett Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSVX | Lord Abbett Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSTX | Lord Abbett Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSSX | Lord Abbett Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSRX | Lord Abbett Small Cap Value R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSQX | Lord Abbett Small Cap Value R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSPX | Lord Abbett Small Cap Value P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSOX | Lord Abbett Small Cap Value F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSFX | Lord Abbett Small Cap Value F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSCX | Lord Abbett Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRNZ | TrueShares Tech, AI and Deep Lrng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 8 | 6 | 22 | 11 | X | Large Blend |
| LRMAX | Lord Abbett Dividend Growth F3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LRGG | Macquarie Focused Large Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 11 | 16 | 26 | 15 | X | Large Blend |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | V | Large Growth |
| LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| LRAGX | Lord Abbett International Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LQFLX | Lord Abbett Focused Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LQAI | LG QRAFT AI-Powrd U.S. Lg Cp Cor ETF | Owns companies we recommend for divestment | 4 | 10 | 13 | 8 | X | Large Blend |
| LPRE | Long Pond Real Estate Select ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| LOVLX | Lord Abbett Mid Cap Stock F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LOUP | Innovator Deepwater Frontier Tech ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Technology |
| LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Mid-Cap Blend |
| LOMGX | Lord Abbett Growth Opportunities F3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 4 | 5 | 9 | 4 | X | Large Value |
| LOIEX | Lord Abbett International Opps F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LOGWX | Lord Abbett Developing Growth F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LOGSX | Live Oak Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| LOGOX | Scharf Multi-Asset Opportunity Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Moderate Allocation |
| LOGIX | Scharf Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| LOGBX | Scharf Multi-Asset Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Moderate Allocation |
| LOFLX | Lord Abbett Focused Large Cap Value F3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LOAGX | Lord Abbett International Growth F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| LNGZ | Range Global LNG Ecosystem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| LMVYX | Lord Abbett Focused Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVWX | Lord Abbett Focused Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVVX | Lord Abbett Focused Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVTX | ClearBridge Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMVRX | ClearBridge Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMVOX | Lord Abbett Focused Small Cap Value F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVFX | ClearBridge Value FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| LMRIX | 1919 Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPRX | ClearBridge Growth R | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| LMPFX | ClearBridge Growth FI | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| LMORX | Patient Opportunity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMOPX | Patient Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMOFX | Patient Opportunity FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMNVX | ClearBridge Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMNOX | Patient Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| LMIYX | Lord Abbett Micro Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LMGYX | Lord Abbett Growth Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LMGCX | Lord Abbett Growth Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LMGAX | Lord Abbett Growth Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LMCYX | Lord Abbett Mid Cap Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCTX | Lord Abbett Mid Cap Stock R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCSX | Lord Abbett Mid Cap Stock R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCRX | Lord Abbett Mid Cap Stock R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCQX | Lord Abbett Mid Cap Stock R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCPX | Lord Abbett Mid Cap Stock P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCMX | Miller Income IS | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Moderately Aggressive Allocation |
| LMCLX | Miller Income I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Moderately Aggressive Allocation |
| LMCKX | Miller Income FI | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Moderately Aggressive Allocation |
| LMCJX | Miller Income A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Moderately Aggressive Allocation |
| LMCHX | Lord Abbett Mid Cap Stock R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCFX | Lord Abbett Mid Cap Stock F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCCX | Lord Abbett Mid Cap Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LLSCX | Longleaf Partners Small-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| LLPFX | Longleaf Partners | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| LLINX | Longleaf Partners International | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| LLGLX | Longleaf Partners Global | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| LKSMX | LKCM Small-Mid Cap Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| LKSCX | LKCM Small Cap Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| LKINX | LKCM International Equity | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| LKEQX | LKCM Equity | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| LKBLX | LK Balanced Institutional | Owns companies we recommend for divestment | 1 | 5 | 3 | 3 | X | Moderately Aggressive Allocation |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 4 | 4 | 10 | 8 | X | Moderate Allocation |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIYPX | BlackRock LifePath® Index 2070 P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYKX | BlackRock LifePath® Index 2070 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYIX | BlackRock LifePath® Index 2070 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYAX | BlackRock LifePath® Index 2070 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIVR | Intelligent Livermore ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LITP | Sprott Lithium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LISOX | Lazard International Strategic Eq Open | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| LISIX | Lazard International Strategic Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIOTX | Issachar I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Tactical Allocation |
| LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LIONX | Issachar N | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Tactical Allocation |
| LINYX | Lord Abbett International Opp I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINVX | Lord Abbett International Opp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINTX | Lord Abbett International Opp R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINSX | Lord Abbett International Opp R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINRX | Lord Abbett International Opp R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINQX | Lord Abbett International Opp R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINPX | Lord Abbett International Opp P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LINFX | Lord Abbett International Opp F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINCX | Lord Abbett International Opp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Large Growth |
| LIMI | Themes Lithium & Battery Metal Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Large Growth |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIGYX | Loomis Sayles International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGNX | Loomis Sayles International Growth N | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGGX | Loomis Sayles International Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGCX | Loomis Sayles International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIFLX | Lord Abbett Focused Large Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LIDOX | Lord Abbett International Value F3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIDFX | Lord Abbett International Value F | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIDCX | Lord Abbett International Value C | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIDAX | Lord Abbett International Value A | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LICYX | Lord Abbett International Equity I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICVX | Lord Abbett International Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICTX | Lord Abbett International Equity R5 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICSX | Lord Abbett International Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICRX | Lord Abbett International Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICQX | Lord Abbett International Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICPX | Lord Abbett International Equity P | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICOX | Lord Abbett International Equity F3 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICFX | Lord Abbett International Equity F | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICCX | Lord Abbett International Equity C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LICAX | Lord Abbett International Equity A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Foreign Large Blend |
| LIAGX | Lord Abbett International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| LHCVX | Lord Abbett Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCTX | Lord Abbett Health Care R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCSX | Lord Abbett Health Care R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCQX | Lord Abbett Health Care R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCOX | Lord Abbett Health Care F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCIX | Lord Abbett Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCFX | Lord Abbett Health Care F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCCX | Lord Abbett Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCAX | Lord Abbett Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LGVAX | ClearBridge Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LGRRX | Loomis Sayles Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LGRO | Level Four Large Cap Growth Active ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | X | Large Growth |
| LGRNX | Loomis Sayles Growth N | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LGRCX | Loomis Sayles Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LGPSX | ProFunds Large Cap Growth Svc | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| LGPIX | ProFunds Large Cap Growth Inv | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| LGOVX | Lord Abbett Growth Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOTX | Lord Abbett Growth Opportunities R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOSX | Lord Abbett Growth Opportunities R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGORX | Lord Abbett Growth Opportunities R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOQX | Lord Abbett Growth Opportunities R2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOPX | Lord Abbett Growth Opportunities P | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOFX | Lord Abbett Growth Opportunities F | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOAX | Patient Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LGMNX | Loomis Sayles Global Allocation N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LGMCX | Loomis Sayles Global Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LGMAX | Loomis Sayles Global Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 9 | 8 | 11 | 12 | X | Large Blend |
| LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| LGILX | Schwab Select Large Cap Growth | Owns companies we recommend for divestment | 1 | 8 | 10 | 5 | X | Large Growth |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LGHT | Langar Global HealthTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LGCYX | Lord Abbett Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCWX | Lord Abbett Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCVX | Lord Abbett Global Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCSX | Lord Abbett Global Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCRX | Lord Abbett Global Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCOX | Lord Abbett Global Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCFX | Lord Abbett Global Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCF | Themes US Cash Flow Champions ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 1 | X | Large Value |
| LGCCX | Lord Abbett Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCAX | Lord Abbett Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LFVCX | Lord Abbett Focused Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LFVAX | Lord Abbett Focused Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LFTNX | MFS Lifetime 2065 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTMX | MFS Lifetime 2065 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTLX | MFS Lifetime 2065 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTKX | MFS Lifetime 2065 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTJX | MFS Lifetime 2065 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTHX | MFS Lifetime 2065 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTGX | MFS Lifetime 2065 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTFX | MFS Lifetime 2065 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFSFX | Lord Abbett Focused Small Cap Value F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LFSC | F/m Emerald Life Sciences Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LFMGX | Lord Abbett Micro Cap Growth F | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LFLTX | Lord Abbett Focused Large Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LFIUX | MFS Lifetime 2055 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFITX | MFS Lifetime 2055 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFISX | MFS Lifetime 2055 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIRX | MFS Lifetime 2055 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIKX | MFS Lifetime 2055 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIIX | MFS Lifetime 2055 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFICX | MFS Lifetime 2055 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIBX | MFS Lifetime 2055 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIAX | MFS Lifetime 2055 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFGVX | Lord Abbett Focused Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGTX | Lord Abbett Focused Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGSX | Lord Abbett Focused Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGQX | Lord Abbett Focused Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGOX | Lord Abbett Focused Growth F3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGIX | Lord Abbett Focused Growth I | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGFX | Lord Abbett Focused Growth F | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGCX | Lord Abbett Focused Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGAX | Lord Abbett Focused Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFFLX | Lord Abbett Focused Large Cap Value F | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEYKX | BlackRock LifePath® ESG Idx 2070 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYIX | BlackRock LifePath® ESG Idx 2070 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYAX | BlackRock LifePath® ESG Idx 2070 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Large Value |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEVOX | Lazard US Equity Concentrated Open | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEVIX | Lazard US Equity Concentrated Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LENS | Sarmaya Thematic ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Growth |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEGCX | Columbia Large Cap Growth C | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| LEGAX | Columbia Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEAOX | Lazard Emerging Markets Eq Advtg Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| LEAIX | Lazard Emerging Markets Eq Advtg Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| LEAD | Siren DIVCON Leaders Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Large Blend |
| LDVIX | AXS FTSE Vntr Cptl RetTrckr I | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVCX | AXS FTSE Vntr Cptl RetTrckr C | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVAX | AXS FTSE Vntr Cptl RetTrckr A | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDMOX | Lazard Developing Markets Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDMIX | Lazard Developing Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 11 | 15 | 28 | 14 | V | Large Blend |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 8 | 5 | 18 | 7 | V | Foreign Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCSMX | Martin Currie SMA-Shares Series EM | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LCRIX | Leuthold Core Investment Institutional | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Tactical Allocation |
| LCORX | Leuthold Core Investment Retail | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Tactical Allocation |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LCMNX | Miller Income C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Moderately Aggressive Allocation |
| LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LCMIX | ClearBridge Mid Cap Growth IS | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LCMGX | Lord Abbett Micro Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| LCLG | Logan Capital Broad Innovative Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| LCGRX | Loomis Sayles Small Cap Growth Retail | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| LCGJX | William Blair Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| LCGFX | William Blair Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| LCG | Sterling Capital Focus Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| LCFLX | Lord Abbett Focused Large Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 4 | 10 | 5 | X | Large Blend |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| LCAP | Principal Capital Appreciation Sel ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 6 | X | Large Blend |
| LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 31 | 34 | 51 | 40 | X | Tactical Allocation |
| LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 31 | 34 | 51 | 40 | X | Tactical Allocation |
| LCAGX | Lord Abbett International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LBO | WHITEWOLF Publicly Listed Priv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Sector |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBGIX | ClearBridge Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBGCX | ClearBridge Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBGAX | ClearBridge Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LAVLX | Lord Abbett Mid Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LAVGX | Lord Abbett International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| LASGX | Lord Abbett International Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| LAMYX | Lord Abbett Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMTX | Lord Abbett Dividend Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMSX | Lord Abbett Dividend Growth R4 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMRX | Lord Abbett Dividend Growth R3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMQX | Lord Abbett Dividend Growth R2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMPX | Lord Abbett Dividend Growth P | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMHX | Lord Abbett Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMGX | Lord Abbett Micro Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LAMFX | Lord Abbett Dividend Growth F | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMCX | Lord Abbett Dividend Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMAX | Lord Abbett Dividend Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAIEX | Lord Abbett International Opp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| LAGWX | Lord Abbett Developing Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LAFYX | Lord Abbett Affiliated I | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFVX | Lord Abbett Affiliated R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFTX | Lord Abbett Affiliated R5 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFSX | Lord Abbett Affiliated R4 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFRX | Lord Abbett Affiliated R3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFQX | Lord Abbett Affiliated R2 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFPX | Lord Abbett Affiliated P | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFLX | Lord Abbett Focused Large Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| LAFGX | Lord Abbett International Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAFFX | Lord Abbett Affiliated A | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFCX | Lord Abbett Affiliated C | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFAX | Columbia Acorn International Sel A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| LADYX | Lord Abbett Developing Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADVX | Lord Abbett Developing Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADTX | Lord Abbett Developing Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADSX | Lord Abbett Developing Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADRX | Lord Abbett Developing Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADQX | Lord Abbett Developing Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADPX | Lord Abbett Developing Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| LADFX | Lord Abbett Developing Growth F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADCX | Lord Abbett Developing Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| LAAGX | Lord Abbett International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAAFX | Lord Abbett Affiliated F | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| KXI | iShares Global Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 2 | 0 | X | Consumer Defensive |
| KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KWEB | KraneShares CSI China Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KVLE | KraneShares Value Line® Dyn Div Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Large Value |
| KVALX | Kennedy Capital Small Cap Value Instl | Owns companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Value |
| KURE | KraneShares MSCI All China Hlth Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KTEC | KraneShares Hang Seng TECH ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KTCSX | DWS Science and Technology S | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Technology |
| KTCIX | DWS Science and Technology Inst | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Technology |
| KTCCX | DWS Science and Technology C | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Technology |
| KTCAX | DWS Science and Technology A | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Technology |
| KSTR | KraneShares SSE STAR Market 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KSOCX | Kinetics Small Cap Opportunities Adv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSOAX | Kinetics Small Cap Opportunities Adv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSMVX | Keeley Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KSMIX | Keeley Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KSEA | KraneShares Rockefeller Ocean Eng ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | V | Miscellaneous Sector |
| KSDVX | Keeley Small Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| KSDIX | Keeley Small Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| KSCYX | Kinetics Small Cap Opportunities Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSCOX | Kinetics Small Cap Opportunities No Load | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 9 | 10 | 16 | 11 | V | Large Blend |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| KQQQ | Kurv Technology Titans Select ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| KOOL | North Shore Equity Rotation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Large Blend |
| KONG | Formidable Fortress ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Mid-Cap Blend |
| KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 14 | 5 | 26 | 19 | X | Mid-Cap Growth |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 35 | 30 | 57 | 35 | X | Global Large-Stock Blend |
| KOCG | FIS Knights of Columbus Global Blf ETF | Owns companies we recommend for divestment | 3 | 7 | 8 | 7 | X | Global Large-Stock Blend |
| KNPYX | Kinetics Paradigm Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KNPCX | Kinetics Paradigm Adv C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KNPAX | Kinetics Paradigm Adv A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KNO | AXS Knowledge Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Blend |
| KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 4 | X | Large Value |
| KNCT | Invesco Next Gen Connectivity ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 6 | X | Technology |
| KMVAX | Kirr Marbach Partners Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Blend |
| KMKYX | Kinetics Market Opportunities Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKNX | Kinetics Market Opportunities No Load | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKCX | Kinetics Market Opportunities Adv C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKAX | Kinetics Market Opportunities Adv A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMID | Virtus KAR Mid-Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| KMDVX | Keeley Mid Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KMDIX | Keeley Mid Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KLXY | KraneShares Global Luxury Index ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 9 | 19 | 32 | 19 | V | Global Large-Stock Blend |
| KLMN | Invesco MSCI North America Climate ETF | Owns companies we recommend for divestment | 8 | 17 | 22 | 15 | V | Global Large-Stock Blend |
| KLIP | KraneShares KWEB Covered Call Strat ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KIE | SPDR® S&P Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| KGROX | Kennedy Capital Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
| KGIRX | Kopernik International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| KGIIX | Kopernik International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| KGGIX | Kopernik Global All-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| KGGAX | Kopernik Global All-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| KGDZX | DWS Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDIX | DWS Global Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDCX | DWS Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDAX | DWS Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | V | Small Blend |
| KEMX | KraneShares MSCI Em Mkts ex CHN ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| KEMQ | KraneShares Em Mkts Cnsmr Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| KDHSX | DWS CROCI Equity Dividend S | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHIX | DWS CROCI Equity Dividend Inst | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHCX | DWS CROCI Equity Dividend C | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHAX | DWS CROCI Equity Dividend A | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDEF | PLUS Korea Defense Industry Index ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 22 | 33 | 41 | 31 | X | Large Blend |
| KCVSX | Knights of Columbus Large Cap Value S | Owns companies we recommend for divestment | 4 | 5 | 11 | 3 | X | Large Value |
| KCVIX | Knights of Columbus Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 11 | 3 | X | Large Value |
| KCSSX | Knights of Columbus Small Cap S | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KCSIX | Knights of Columbus Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KCRIX | Knights of Columbus Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KCISX | Knights of Columbus International Eq S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| KCIIX | Knights of Columbus International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| KCGSX | Knights of Columbus Large Cap Growth S | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Growth |
| KCGIX | Knights of Columbus Large Cap Growth I | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Growth |
| KCE | SPDR® S&P Capital Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KBWR | Invesco KBW Regional Banking ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Financial |
| KBWP | Invesco KBW Property & Casualty Ins ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Financial |
| KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| KBA | KraneShares Bosera MSCIChinaA50CntIdETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| KALL | KraneShares MSCI All China ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JXX | Janus Henderson Transformational Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JVTSX | Janus Henderson Venture S | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTNX | Janus Henderson Venture N | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTIX | Janus Henderson Venture I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTCX | Janus Henderson Venture C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTAX | Janus Henderson Venture A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVSNX | Janus Henderson Small-Mid Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSIX | Janus Henderson Small-Mid Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSCX | Janus Henderson Small-Mid Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSAX | Janus Henderson Small-Mid Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 14 | 16 | 20 | 20 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 18 | 21 | 33 | 24 | X | Large Blend |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSA | JPMorgan U.S. Research Enh Lg Cp ETF | Owns companies we recommend for divestment | 11 | 12 | 23 | 15 | X | Large Blend |
| JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JTEK | JPMorgan U.S. Tech Leaders ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Technology |
| JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVTX | Janus Henderson Small-Mid Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSVSX | Janus Henderson Small-Mid Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVDX | Janus Henderson Small-Mid Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSVAX | Janus Henderson Contrarian T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Global Large-Stock Blend |
| JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JSPJX | Jackson Square Large-Cap Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| JSPIX | Jackson Square Large-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMVX | Jackson Square SMID-Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JSMTX | Jackson Square SMID-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMPX | JPMorgan SmartRetirement® 2065 Class R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMOX | JPMorgan SmartRetirement® 2065 Class R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMMX | JPMorgan SmartRetirement® 2065 Class R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMLX | JPMorgan SmartRetirement® 2065 Class R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSMKX | JPMorgan SmartRetirement® 2065 Class R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMJX | JPMorgan SmartRetirement® 2065 Class I | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMHX | JPMorgan SmartRetirement® 2065 Class C | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JSMEX | JPMorgan SmartRetirement® 2065 Class A | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JSJIX | JHancock Small Cap Dynamic Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJFX | JHancock Small Cap Dynamic Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJCX | JHancock Small Cap Dynamic Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJAX | JHancock Small Cap Dynamic Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSIGX | Jacob Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSGZX | JPMorgan Small Cap Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JSGTX | JHancock U.S. Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGRX | JHancock U.S. Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGIX | JHancock U.S. Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGCX | JHancock U.S. Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGAX | JHancock U.S. Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSEZX | JPMorgan Small Cap Equity R2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSERX | JPMorgan Small Cap Equity R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEQX | JPMorgan Small Cap Equity R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEPX | JPMorgan Small Cap Equity R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSECX | JPMorgan Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEAX | JPMorgan International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JSCRX | PGIM Jennison Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| JSCGX | Jacob Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JRE | Janus Henderson US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRASX | Janus Henderson Research S | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JRARX | Janus Henderson Research R | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JRANX | Janus Henderson Research N | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JRAIX | Janus Henderson Research I | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JRACX | Janus Henderson Research C | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JRAAX | Janus Henderson Research A | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 8 | 16 | 9 | X | Large Blend |
| JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPXN | iShares JPX-Nikkei 400 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 15 | X | Mid-Cap Value |
| JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JPSV | JPMorgan Active Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 3 | 5 | X | Small Blend |
| JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 8 | 3 | 7 | X | Mid-Cap Blend |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Foreign Large Value |
| JPGSX | JPMorgan U.S. GARP Equity I | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JPEF | JPMorgan Equity Focus ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 4 | X | Large Blend |
| JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPAN | Matthews Japan Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| JOSSX | Johnson Opportunity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JORSX | JHancock Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JOPSX | JOHCM International Opps Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Blend |
| JOPPX | Johnson Opportunity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JOMMX | JOHCM Emerging Mkts Discovery Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOMEX | JOHCM Emerging Mkts Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOHIX | JOHCM International Select Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOHAX | JOHCM International Select Investor | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOGIX | JOHCM Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| JOGEX | JOHCM Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 9 | 7 | 9 | 9 | X | Large Blend |
| JOEMX | JOHCM Emerging Markets Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEIX | JOHCM Emerging Markets Opps Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEAX | JOHCM Emerging Markets Opps Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNVYX | Jensen Quality Mid Cap Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNVSX | Jensen Quality Mid Cap J | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JNVIX | Jensen Quality Mid Cap I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JNRRX | PGIM Jennison Natural Resources R | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| JNRFX | Janus Henderson Research D | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNOSX | Janus Henderson Overseas D | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JNGSX | Janus Henderson Global Real Estate D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNGLX | Janus Henderson Global Life Sciences D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JNEMX | JPMorgan International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVCX | Janus Henderson Mid Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVAX | Janus Henderson Mid Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 12 | 18 | 13 | X | Large Blend |
| JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMIGX | Jacob Discovery Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JMIEX | JPMorgan Emerging Markets Equity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JMID | Janus Henderson Mid Cap Growth Alpha ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMEE | JPMorgan Small & Mid Cap Enh Eq ETF | Owns companies we recommend for divestment | 8 | 9 | 8 | 13 | X | Small Blend |
| JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMCRX | James Micro Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| JMCGX | Jacob Discovery Fd Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLGZX | JPMorgan Large Cap Growth R2 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JLGRX | JPMorgan Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGQX | JPMorgan Large Cap Growth R4 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGPX | JPMorgan Large Cap Growth R3 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JLGMX | JPMorgan Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGIX | JAG Large Cap Growth I | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| JLGAX | JAG Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| JLFSX | JHancock Global Climate Action I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | V | Global Large-Stock Blend |
| JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 1 | X | Foreign Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JISGX | JPMorgan Small Cap Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 11 | 4 | X | Foreign Large Blend |
| JINTX | Johnson International | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Foreign Large Value |
| JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JIJRX | JHancock International Dynamic Gr R6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJIX | JHancock International Dynamic Gr I | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJCX | JHancock International Dynamic Gr C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJAX | JHancock International Dynamic Gr A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JIGZX | JPMorgan U.S. GARP Equity R2 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| JIGHX | JHancock International Growth NAV | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| JIGFX | Janus Henderson Overseas I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGCX | Janus Henderson Overseas C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGAX | JPMorgan U.S. GARP Equity A | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JIG | JPMorgan International Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Growth |
| JIEZX | JPMorgan International Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JIERX | JPMorgan International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JIECX | JPMorgan International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JICPX | JHFunds2 Capital Appreciation 1 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| JIBCX | JHancock Blue Chip Growth 1 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| JHURX | JPMorgan Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUKX | JPMorgan Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUJX | JPMorgan Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JHSGX | JHancock U.S. Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 6 | X | Small Blend |
| JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 13 | 11 | 11 | 16 | X | Mid-Cap Blend |
| JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 25 | 25 | 39 | 31 | X | Large Blend |
| JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 11 | 4 | 27 | 9 | X | Foreign Large Blend |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JHIGX | JHancock International Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 4 | 1 | 9 | 2 | X | Foreign Large Value |
| JHGEX | JHancock Global Equity A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Value |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JHDV | JHancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 4 | X | Large Value |
| JHCQX | JHancock Fundamental Equity Inc R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Value |
| JHCPX | JHFunds2 Capital Appreciation NAV | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| JHCOX | JHancock Fundamental Equity Inc C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Value |
| JHCMX | JHancock Fundamental Equity Inc A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Value |
| JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JHBCX | JHancock Blue Chip Growth NAV | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JHASX | JHancock Multi-Asset Absolute Return R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHARX | JHancock Multi-Asset Absolute Return R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHAIX | JHancock Multi-Asset Absolute Return I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHACX | JHancock Multi-Asset Absolute Return C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHAC | JHancock Fundamental All Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
| JHAAX | JHancock Multi-Asset Absolute Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGVVX | JPMorgan Growth Advantage R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGVRX | JPMorgan Growth Advantage R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGTUX | JPMorgan Growth Advantage R4 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGTTX | JPMorgan Growth Advantage R3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGSVX | JPMorgan Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGSMX | JPMorgan Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGRW | Jensen Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGRRX | JAG Large Cap Growth R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| JGRQX | JPMorgan Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGRO | JPMorgan Active Growth ETF | Owns companies we recommend for divestment | 1 | 7 | 9 | 5 | X | Large Growth |
| JGRJX | JPMorgan Growth Advantage R2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGQYX | Jensen Global Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGQSX | Jensen Global Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGQIX | Jensen Global Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGLYX | JPMorgan Small Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JGLO | JPMorgan Global Select Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| JGISX | JPMorgan U.S. GARP Equity R6 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JGIRX | JPMorgan U.S. GARP Equity R5 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JGETX | JHancock Global Equity R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGERX | JHancock Global Equity R2 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGEMX | JHancock Global Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGEFX | JHancock Global Equity I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGECX | JHancock Global Equity C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGASX | JPMorgan Growth Advantage I | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JGACX | JPMorgan Growth Advantage C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| JFRNX | Janus Henderson Forty N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JFRDX | Janus Henderson Forty D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JFNSX | Janus Henderson Global Life Sciences S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNNX | Janus Henderson Global Life Sciences N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNIX | Janus Henderson Global Life Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNCX | Janus Henderson Global Life Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNAX | Janus Henderson Global Life Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFIFX | JHancock Financial Industries I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFESX | JPMorgan Europe Dynamic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| JFEIX | JPMorgan Europe Dynamic L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JFDRX | JHancock Financial Industries R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JFCIX | JHancock Fundamental All Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFCCX | JHancock Fundamental All Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFCAX | JHancock Fundamental All Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| JFARX | JHancock Fundamental All Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFAMX | JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JFAIX | JHancock Fundamental All Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFACX | JHancock Fundamental All Cap Core R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JEVRX | JHancock Disciplined Value Em Mkts Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVNX | JHancock Disciplined Value Em Mkts EqNAV | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVIX | JHancock Disciplined Value Em Mkts Eq I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVCX | JHancock Disciplined Value Em Mkts Eq C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVAX | JHancock Disciplined Value Em Mkts Eq A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Industrials |
| JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JETIX | abrdn Focused Em Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| JETAX | abrdn Focused Em Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JERTX | Janus Henderson Global Real Estate T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERSX | Janus Henderson Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERNX | Janus Henderson Global Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERIX | Janus Henderson Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERCX | Janus Henderson Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERAX | Janus Henderson Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JEQSX | Johnson Equity Income S | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| JEQIX | Johnson Equity Income | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| JENYX | Jensen Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENSX | Jensen Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENRX | Jensen Quality Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENIX | Jensen Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMWX | JPMorgan Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMSX | JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMOX | JPMorgan Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMNX | JHancock Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMMX | JHancock Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMKX | JHancock Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMGX | JHancock Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMCX | JPMorgan Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JEEIX | JHancock Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEDX | JHancock Infrastructure R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDVI | JHancock Discp Val Intl Sel ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDURX | PGIM Jennison Utility R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JDSRX | Janus Henderson Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSNX | Janus Henderson Small Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDPRX | Janus Henderson Mid Cap Value R | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDPNX | Janus Henderson Mid Cap Value N | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDPAX | Janus Henderson Mid Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDOC | JPMorgan Healthcare Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIV | JPMorgan Dividend Leaders ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Global Large-Stock Blend |
| JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIRX | Janus Henderson Overseas R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDINX | Janus Henderson Overseas N | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIAX | Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDEZX | PGIM Jennison Global Equity Income Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JDCRX | Janus Henderson Forty R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JDCAX | Janus Henderson Forty A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JCVWX | JHancock Classic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVVX | JHancock Classic Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVSX | JHancock Classic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVIX | JHancock Classic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVCX | JHancock Classic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 13 | V | Large Blend |
| JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 3 | 10 | 13 | 11 | X | Large Blend |
| JCONX | Janus Henderson Contrarian I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNRX | Janus Henderson Contrarian R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNNX | Janus Henderson Contrarian N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNIX | Janus Henderson Contrarian S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNCX | Janus Henderson Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNAX | Janus Henderson Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JCICX | JPMorgan U.S. GARP Equity C | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JCHI | JPMorgan Active China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JCCIX | JHancock Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JCCAX | JHancock Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| JCAPX | Janus Henderson Forty I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JBGCX | JHancock Blue Chip Growth C | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| JBGAX | JHancock Blue Chip Growth A | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| JBAWX | JHancock Balanced R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JBAVX | JHancock Balanced R5 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JBATX | JHancock Balanced R2 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JBAFX | JHancock Balanced R4 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JAVTX | Janus Henderson Venture T | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JAVAX | James Aggressive Allocation | Owns companies we recommend for divestment | 3 | 6 | 9 | 4 | X | Moderately Aggressive Allocation |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Value |
| JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JASCX | James Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JARTX | Janus Henderson Forty S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JARSX | Easterly Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JARIX | Easterly Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JAREX | Easterly Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JAOSX | Janus Henderson Overseas T | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JANVX | Janus Henderson Venture D | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JAMRX | Janus Henderson Research T | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JAMFX | Jacob Internet Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| JAMEX | Jamestown Equity | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAIGX | Janus Henderson VIT Overseas Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JAGRX | Janus Henderson VIT Research Instl | Owns companies we recommend for divestment | 3 | 4 | 8 | 5 | X | Large Growth |
| JAGLX | Janus Henderson Global Life Sciences T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JADE | JPMorgan Active Developing Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JACTX | Janus Henderson Forty T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JACRX | Easterly Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JACNX | Janus Henderson Contrarian D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JACLX | JHancock Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACJX | JHancock Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACFX | JHancock Mid Cap Growth NAV | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACEX | JHancock Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JACCX | Janus Henderson Forty C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JACBX | JHancock Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACAX | Janus Henderson VIT Forty Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABIX | JHancock Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABGX | JHancock Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABFX | JHancock Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 10 | 2 | X | Technology |
| IYZ | iShares US Telecommunications ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 26 | 29 | 40 | 35 | X | Large Blend |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 5 | 3 | 10 | 9 | X | Technology |
| IYT | iShares Transportation Average ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| IYSYX | Macquarie Smid Cap Core Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYSMX | Macquarie Smid Cap Core Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYSIX | Macquarie Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IYSCX | Macquarie Smid Cap Core Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYSAX | Macquarie Smid Cap Core Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IYPCX | Macquarie Systematic Em Mkts Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IYMIX | Macquarie Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IYK | iShares US Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 14 | 3 | 14 | 12 | X | Industrials |
| IYITX | Macquarie International Core Eq R | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| IYIGX | Macquarie Global Growth Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IYH | iShares US Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| IYGIX | Macquarie Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| IYEFX | Macquarie Climate Solutions R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| IYCEX | Macquarie Core Equity Fund Class R | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| IYC | iShares US Consumer Discretionary ETF | Owns companies we recommend for divestment | 1 | 10 | 9 | 5 | X | Consumer Cyclical |
| IYBIX | Macquarie Balanced Fund Class I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IYBFX | Macquarie Balanced Fund Class R | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 27 | 11 | 64 | 12 | X | Foreign Large Blend |
| IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 4 | 3 | 11 | 8 | X | Technology |
| IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Financial |
| IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 35 | 36 | 51 | 43 | X | Large Blend |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 11 | 14 | 10 | 17 | X | Mid-Cap Value |
| IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| IWLG | NYLI Winslow Large Cap Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Growth |
| IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IWIRX | Guinness Atkinson™ Global Inntrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| IWGNX | Macquarie Glbl Allocation R6 | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| IWGIX | Macquarie Glbl Allocation I | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| IWGCX | Macquarie Glbl Allocation C | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| IWGAX | Macquarie Glbl Allocation A | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| IWFG | NYLI Winslow Focused Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| IWC | iShares Micro-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Small Blend |
| IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| IVVYX | Macquarie International Core Eq Y | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| IVVIX | Macquarie Smid Cap Core Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRS | iShares Future Metaverse Tec And Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Technology |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRA | Invesco Real Assets ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | V | Real Estate |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| IVOYX | Macquarie Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| IVOSX | Macquarie Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVORX | Macquarie Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| IVOIX | Macquarie Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| IVOCX | Macquarie Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOAX | Macquarie Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVNQX | Invesco Nasdaq 100 Index R6 | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| IVNCX | Macquarie Global Growth Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 18 | 5 | X | Foreign Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVIYX | Macquarie Global Growth Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IVINX | Macquarie Global Growth Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IVIFX | Macquarie International Core Eq C | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| IVIAX | Macquarie International Core Eq A | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVFLX | Federated Hermes Intl Strat Val Div R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFIX | Federated Hermes Intl Strat Val Div IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFCX | Federated Hermes Intl Strat Val Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFAX | Federated Hermes Intl Strat Val Div A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVEIX | Macquarie Climate Solutions I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVAL | Alpha Architect Intl Quant Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Value |
| IVAEX | Macquarie Asset Strategy Fund Cl I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 19 | 24 | 28 | 27 | X | Large Value |
| IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 11 | 13 | 21 | 15 | X | Large Growth |
| IUSCX | FI Instl Group U.S. Small Cap Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 19 | 20 | 35 | 24 | X | Large Value |
| IUESX | JPMorgan International Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUERX | JPMorgan International Focus R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUENX | JPMorgan International Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUEFX | JPMorgan International Focus R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUCEX | JPMorgan International Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IUAEX | JPMorgan International Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 34 | 34 | 53 | 42 | X | Large Blend |
| ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITGRX | Macquarie Global Growth Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 2 | X | Technology |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITDJ | iShares LifePath Target Date 2070 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2065+ |
| ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2065+ |
| ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2060 |
| ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2055 |
| ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2050 |
| ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2045 |
| ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2040 |
| ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2035 |
| ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2030 |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| ITAN | Sparkline Intangible Value ETF | Owns companies we recommend for divestment | 12 | 9 | 20 | 18 | X | Large Value |
| ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 13 | 3 | 12 | 9 | X | Industrials |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 0 | X | Foreign Small/Mid Value |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Blend |
| ISTNX | Macquarie Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| ISTIX | Macquarie Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| ISTAX | ICON Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 21 | 2 | 34 | 2 | X | Miscellaneous Region |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| ISPVX | Macquarie Smid Cap Core Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ISMD | Inspire Small/Mid Cap ETF | Owns companies we recommend for divestment | 2 | 5 | 2 | 7 | X | Small Blend |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 2 | X | Consumer Cyclical |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 13 | X | Small Value |
| ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 3 | 8 | 9 | X | Small Growth |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 1 | X | Foreign Small/Mid Blend |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 12 | 13 | 15 | 16 | X | Small Blend |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IRSYX | Macquarie Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IRSRX | Macquarie Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IRSEX | Macquarie Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSCX | Macquarie Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSAX | Macquarie Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 38 | 35 | 67 | 45 | X | Moderate Allocation |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 47 | 42 | 77 | 53 | X | Moderately Aggressive Allocation |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 38 | 35 | 67 | 45 | X | Moderate Allocation |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGFX | Macquarie Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRET | iREIT MarketVector Quality REIT Idx ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IREIX | Macquarie Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 13 | 11 | 11 | V | Large Blend |
| IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Mid-Cap Blend |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 16 | 4 | V | Foreign Large Blend |
| IQRA | NYLI CBRE Real Assets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IQM | Franklin Intelligent Machines ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Technology |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 3 | X | Foreign Large Blend |
| IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Value |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| IQDF | FlexShares Intl Qual Div ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Small Blend |
| IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Small Blend |
| IPOYX | Macquarie Systematic Em Mkts Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOS | Renaissance International IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| IPOIX | Macquarie Systematic Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOCX | Macquarie Systematic Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOAX | Macquarie Systematic Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPO | Renaissance IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 3 | 6 | 5 | 7 | X | Mid-Cap Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 3 | 11 | 14 | 8 | X | Large Blend |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 3 | 11 | 14 | 8 | X | Large Blend |
| IPKW | Invesco Intl BuyBack Achiev™ ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| IPFPX | Poplar Forest Partners Institutional | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IPFCX | Poplar Forest Cornerstone Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Moderately Aggressive Allocation |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IPAYX | Integrity Dividend Summit I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Large Value |
| IPAY | Amplify Digital Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| IPAV | Global X Infrastructure Dev ex-U.S. ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Infrastructure |
| IPAC | iShares Core MSCI Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 4 | X | Diversified Pacific/Asia |
| IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| IOVFX | GMO International Opportunistic Val I | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | X | Foreign Large Value |
| IOPP | Simplify Tara India Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 6 | 9 | 21 | 10 | X | Global Large-Stock Blend |
| ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IOLZX | ICON Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| IOEZX | ICON Equity Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| INYDX | Victory Pioneer Disciplined Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INVYX | Victory Pioneer International Equ Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| INVTX | Evolutionary Tree Innovators A | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Growth |
| INVNX | Evolutionary Tree Innovators I | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Growth |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 12 | 4 | X | Foreign Large Blend |
| INSLX | Invesco International Small-Mid Com R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| INSIX | Catalyst Insider Buying I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| INSCX | Catalyst Insider Buying C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| INSAX | Catalyst Insider Buying A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| INRSX | Macquarie Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| INRO | iShares U.S. Industry Rotation Act ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| INQQ | INQQ The India Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| INKDX | Victory Pioneer Disciplined Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INGFX | Invesco Oppenheimer International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| INFRX | Tortoise Energy Infrastructure and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| INFO | Harbor PanAgora Dynamic Lg Cp Cor ETF | Owns companies we recommend for divestment | 7 | 11 | 16 | 11 | X | Large Blend |
| INFL | Horizon Kinetics Inflation Bnfcrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| INFIX | Tortoise Energy Infras and Inc Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFFX | Tortoise Energy Infrastructure and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INEQ | Columbia Intl Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Foreign Large Value |
| INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDFX | Invesco International Diversified R5 | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| INDF | Range India Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| INDEX | ONEFUND S&P 500® | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INDE | Matthews India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDCX | Victory Pioneer Disciplined Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INCO | Columbia India Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 7 | 2 | 12 | 3 | X | Large Blend |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 3 | X | Foreign Large Blend |
| IMSCX | IMS Capital Value | Owns companies we recommend for divestment | 3 | 4 | 10 | 3 | X | Large Blend |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOYX | Victory Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOM | Alpha Architect Intl Quant Momt ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 1 | X | Foreign Large Blend |
| IMLPX | MainGate MLP I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| IMIDX | Congress Mid Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 10 | 4 | 18 | 8 | X | Foreign Large Blend |
| IMEGX | Macquarie Systematic Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 9 | 8 | 8 | 9 | X | Mid-Cap Value |
| IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 9 | 9 | X | Mid-Cap Value |
| IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 6 | 8 | X | Mid-Cap Growth |
| IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 11 | 13 | X | Mid-Cap Blend |
| IMANX | Iman K | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| ILGRX | Macquarie Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| ILESX | FI Instl Grp US Lrg Cp Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Growth |
| ILDR | First Trust Innovation Leaders ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Growth |
| ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 19 | 18 | 28 | 19 | X | Large Value |
| ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Large Growth |
| ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Blend |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 47 | 42 | 77 | 53 | X | Moderately Aggressive Allocation |
| IINCX | Macquarie International Core Eq R6 | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 14 | 14 | 37 | 21 | X | Global Large-Stock Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Blend |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IICHX | AMF Large Cap Equity H | Owns companies we recommend for divestment | 1 | 6 | 7 | 5 | X | Large Blend |
| IICAX | AMF Large Cap Equity AMF | Owns companies we recommend for divestment | 1 | 6 | 7 | 5 | X | Large Blend |
| IHSVX | Hartford Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSUX | Hartford Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSSX | Hartford Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSRX | Hartford Small Company R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSIX | Hartford Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSFX | Hartford Small Company F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSAX | Hartford Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOTX | Hartford International Opportunities R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOSX | Hartford International Opportunities R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHORX | Hartford International Opportunities R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOIX | Hartford International Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOFX | Hartford International Opportunities F | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOAX | Hartford International Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHI | iShares US Medical Devices ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
| IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IGV | iShares Expanded Tech-Software Sect ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Technology |
| IGTR | Innovator Gradient Tactical Rot Str ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| IGSLX | Impax Global Social Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| IGSIX | Impax Global Social Leaders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| IGRFX | Macquarie Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGPT | Invesco AI and Next Gen Software ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 1 | X | Technology |
| IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IGNYX | Macquarie Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNRX | Macquarie Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNIX | Macquarie Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNCX | Macquarie Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNAX | Macquarie Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 4 | 4 | 16 | 10 | X | Technology |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Blend |
| IGIIX | Macquarie Global Growth Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| IGFRX | Invesco EQV International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Foreign Large Blend |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| IFPUX | Independent Franchise Partners US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Blend |
| IFGL | iShares International Dev Real Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| IEYYX | Macquarie Climate Solutions Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYCX | Macquarie Climate Solutions C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYAX | Macquarie Climate Solutions A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Global Large-Stock Value |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 15 | 6 | X | Europe Stock |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 18 | 6 | X | Europe Stock |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Technology |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | V | Global Large-Stock Blend |
| IEQAX | ICON Equity Income Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| IENYX | Invesco Energy Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENSX | Invesco Energy R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENRX | Macquarie Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IENIX | Invesco Energy R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENAX | Invesco Energy A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IEGYX | Invesco EQV Intl Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGIX | Invesco EQV Intl Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGFX | Invesco EQV Intl Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGCX | Invesco EQV Intl Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGAX | Invesco EQV Intl Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEFCX | Invesco Energy C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 38 | 10 | 69 | 12 | X | Foreign Large Blend |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IEDI | iShares U.S. Consumer Focused ETF | Owns companies we recommend for divestment | 1 | 10 | 8 | 2 | X | Consumer Cyclical |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 3 | 2 | 8 | 3 | X | Foreign Large Blend |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| IDVZ | Opal International Div Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| IDVSX | Morgan Stanley Inst Intl Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| IDVO | Amplify CWP International Enh Div IncETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| IDV | iShares International Select Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
| IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| IDRV | iShares Self-Driving EV and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Industrials |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 10 | 3 | 18 | 5 | X | Foreign Large Blend |
| IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Blend |
| IDIVX | Integrity Dividend Harvest A | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 3 | X | Foreign Large Growth |
| IDHIX | Integrity Dividend Harvest I | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| IDHCX | Integrity Dividend Harvest C | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| IDGT | iShares U.S. Digital Infras & RE ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
| IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 29 | 12 | 53 | 13 | X | Foreign Large Blend |
| IDAT | iShares Future Cloud 5G and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| ICWIX | Integrity Mid-North American Resources I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICTVX | ICON Utilities and Income Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ICTUX | ICON Utilities and Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ICTTX | ICON Health and Information Tech Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| ICTEX | ICON Health and Information Tech Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| ICSSX | VY® Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ICPUX | Integrity Mid-North American Resources C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| ICPAX | Integrity Mid-North American Resources A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| ICOP | iShares Copper and Metals Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| ICMVX | Intrepid Capital Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| ICMPX | Lazard International Quality Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| ICMBX | Intrepid Capital Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| ICLN | iShares Global Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Miscellaneous Sector |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICIEX | Macquarie Core Equity Fund Class I | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| ICHKX | Guinness Atkinson China & Hong Kong | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ICFSX | ICON Consumer Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| ICFAX | ICON Consumer Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| ICF | iShares Select U.S. REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICEWX | NYLI Epoch International Choice Class C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICEVX | NYLI Epoch International Choice Class A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICEUX | NYLI Epoch International Choice Class I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICERX | NYLI Epoch International Chc SIMPLE Cl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICEQX | Macquarie Core Equity Fund Class R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| ICELX | NYLI Epoch International Choice Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICEIX | Macquarie International Core Eq I | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Blend |
| ICBMX | ICON Natural Resources and Infras Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Natural Resources |
| ICBAX | ICON Natural Resources and Infras Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Natural Resources |
| ICAP | Infrastructure Capital Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Mid-Cap Value |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
| IBSSX | VY® Baron Growth S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBSAX | VY® Baron Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Technology |
| IBNYX | Macquarie Balanced Fund Class Y | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBNCX | Macquarie Balanced Fund Class C | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBNAX | Macquarie Balanced Fund Class A | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| IBGIX | VY® Baron Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBCGX | VY® Baron Growth S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBAT | iShares Energy Storage & Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| IBARX | Macquarie Balanced Fund Class R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Blend |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| IASTX | Macquarie Asset Strategy Fund Cl R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IASRX | Macquarie Asset Strategy Fund Cl R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Moderate Allocation |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| IASMX | Guinness Atkinson Asia Focus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IARYX | Invesco Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARRX | Invesco Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARIX | Invesco Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARFX | Invesco Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARCX | Invesco Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| IAK | iShares US Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| IAFMX | F/m Investments Large Cap Focused Inv | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| IAFLX | F/m Investments Large Cap Focused Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| IAFEX | FI Instl Grp All Frgn Eq Env & Scl Val | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Growth |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| HWVZX | Hotchkis & Wiley Sm Cp Divers Val Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| HWVIX | Hotchkis & Wiley Sm Cp Divers Val I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| HWVAX | Hotchkis & Wiley Sm Cp Divers Val A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| HWTIX | Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| HWSZX | Hotchkis & Wiley Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWSM | Hotchkis & Wiley SMID Cap Divers Val Fd | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Mid-Cap Value |
| HWSIX | Hotchkis & Wiley Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWSCX | Hotchkis & Wiley Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWSAX | Hotchkis & Wiley Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWNIX | Hotchkis & Wiley International Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| HWMZX | Hotchkis & Wiley Mid Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWMIX | Hotchkis & Wiley Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWMAX | Hotchkis & Wiley Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWLZX | Hotchkis & Wiley Large Cap Fdml Value Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HWLIX | Hotchkis & Wiley Large Cap Fdml Value I | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HWLAX | Hotchkis & Wiley Large Cap Fdml Value A | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HWGIX | Hotchkis & Wiley Global Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| HWGAX | Hotchkis & Wiley Global Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| HWCIX | Hotchkis & Wiley Disciplined Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| HWCAX | Hotchkis & Wiley Disciplined Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| HWAZX | Hotchkis & Wiley Value Opps Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWAY | Themes US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| HWAIX | Hotchkis & Wiley Value Opps Instl | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWACX | Hotchkis & Wiley Value Opps C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWAAX | Hotchkis & Wiley Value Opps A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HVEIX | HVIA Equity Institutional | Owns companies we recommend for divestment | 1 | 3 | 8 | 5 | X | Large Blend |
| HVAC | AdvisorShares HVAC and Industrials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 7 | 5 | 10 | 5 | X | Large Value |
| HUSIX | Huber Small Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| HUSEX | Huber Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| HUMEX | Huber Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| HUMDX | Huber Mid Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| HULIX | Huber Select Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| HULEX | Huber Select Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| HUDIX | Huber Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 5 | 3 | 7 | X | Large Value |
| HUDEX | Huber Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 3 | 7 | X | Large Value |
| HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HTECX | Hennessy Technology Investor | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Technology |
| HTEC | Robo Global® Hlthcare Tech & Innovt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HTCIX | Hennessy Technology Institutional | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Technology |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HSVIX | Hodges Small Intrinsic Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| HSUTX | Rational Dynamic Brands Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| HSUCX | Rational Dynamic Brands C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| HSUAX | Rational Dynamic Brands A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HSSIX | Emerald Finance & Bking Innovt Fd Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSSCX | Emerald Finance & Bking Innovt Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSSAX | Emerald Finance & Bking Innovt Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| HSPGX | Emerald Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSPCX | Emerald Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMVX | Hartford Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| HSMTX | Hartford Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMSX | Hartford Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMRX | Hartford Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMNX | Horizon Multi-Factor Small/Mid Cap Inv | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Small Blend |
| HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSMBX | Horizon Multi-Factor Small/Mid Cap Adv | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Small Blend |
| HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSIIX | Carillon Eagle Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| HSICX | Harbor International Compounders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSFNX | Hennessy Small Cap Financial Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| HSCYX | Hartford Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSCVX | Hunter Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HSCSX | Homestead Small Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| HSCCX | Carillon Eagle Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| HRVIX | Heartland Value Plus Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| HRTVX | Heartland Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HRTS | Tema Obesity & Cardiometabolic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HRSRX | Hood River Small-Cap Growth Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRSMX | Hood River Small-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRSIX | Hood River Small-Cap Growth Retirement | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HRSCX | Carillon Eagle Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| HRNRX | Hood River New Opportunities Retirement | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRNOX | Hood River New Opportunities Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRNIX | Hood River New Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HRMDX | Heartland Mid Cap Value Investor | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Mid-Cap Value |
| HRLVX | Harbor Large Cap Value Admin | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Blend |
| HRITX | Hood River International Opportunity Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRISX | Harbor International Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| HRIOX | Hood River International Opp Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HRIIX | Hood River International Opportunity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HRCVX | Carillon Eagle Growth & Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| HRCUX | Carillon ClariVest Capital Apprec R6 | Owns companies we recommend for divestment | 3 | 8 | 11 | 9 | X | Large Growth |
| HRCPX | Carillon ClariVest Capital Apprec A | Owns companies we recommend for divestment | 3 | 8 | 11 | 9 | X | Large Growth |
| HRCIX | Carillon ClariVest Capital Apprec I | Owns companies we recommend for divestment | 3 | 8 | 11 | 9 | X | Large Growth |
| HRCCX | Carillon ClariVest Capital Apprec C | Owns companies we recommend for divestment | 3 | 8 | 11 | 9 | X | Large Growth |
| HRCAX | Harbor Capital Appreciation Admin | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| HRATX | Hartford Moderately Aggressive Allc R5 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRASX | Hartford Moderately Aggressive Allc R4 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRARX | Hartford Moderately Aggressive Allc R3 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRAIX | Hartford Moderately Aggressive Allc I | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRAFX | Hartford Moderately Aggressive Allc F | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRACX | Hartford Moderately Aggressive Allc C | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRAAX | Hartford Moderately Aggressive Allc A | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQGO | Hartford US Quality Growth ETF | Owns companies we recommend for divestment | 4 | 12 | 13 | 7 | X | Large Growth |
| HOVLX | Homestead Value | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOMZ | The Hoya Capital Housing ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| HOMPX | HW Opportunities MP | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HNVIX | Heartland Value Plus Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| HNTVX | Heartland Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HNRIX | Hennessy Energy Transition Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| HNRGX | Hennessy Energy Transition Investor | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HNMDX | Heartland Mid Cap Value Institutional | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Mid-Cap Value |
| HNLVX | Harbor Large Cap Value Retirement | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Blend |
| HNISX | Harbor International Small Cap Retire | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HNICX | Harbor International Compounders Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HNDL | Strategy Shares Nasdaq 7 Handl™ ETF | Owns companies we recommend for divestment | 27 | 28 | 37 | 36 | X | Moderately Conservative Allocation |
| HNCYX | Hartford International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCUX | Hartford International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCTX | Hartford International Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCSX | Hartford International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCRX | Hartford International Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCJX | Hartford International Growth I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCFX | Hartford International Growth F | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCCX | Hartford International Growth C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCAX | Hartford International Growth A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNASX | Homestead Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| HNACX | Harbor Capital Appreciation Retirement | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| HMVYX | Hartford MidCap Value Y | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVUX | Hartford MidCap Value R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVTX | Hartford MidCap Value R5 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVSX | Hartford MidCap Value R4 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVRX | Hartford MidCap Value R3 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVJX | Hartford MidCap Value I | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVFX | Hartford MidCap Value F | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVCX | Hartford MidCap Value C | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMVAX | Hartford MidCap Value A | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Mid-Cap Value |
| HMSIX | Hennessy Midstream Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMSFX | Hennessy Midstream Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMDYX | Hartford MidCap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMDFX | Hartford MidCap F | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMDCX | Hartford MidCap C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMCRX | Harbor Mid Cap Retirement | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| HMCNX | Harbor Mid Cap Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| HMCLX | Harbor Mid Cap Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLRRX | LDR Real Estate Value Opportunity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| HLPPX | LDR Real Estate Value Opportunity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HLMVX | Harding Loevner Global Equity Inst | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HLMSX | Harding Loevner Intl Small Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLMRX | Harding Loevner Intl Small Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMNX | Harding Loevner International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMIX | Harding Loevner International Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMGX | Harding Loevner Global Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HLIZX | Harding Loevner International Eq Instl Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| HLIDX | Harding Loevner Intl Dev Mkts Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HLGZX | Harding Loevner Global Equity Instl Z | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 11 | 18 | 23 | 16 | X | Mid-Cap Blend |
| HLFZX | Harding Loevner Frontier Emerg MktsInstZ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFNX | Hennessy Large Cap Financial Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEZX | Harding Loevner Instl Emerg Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEMX | Harding Loevner Emerging Markets Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| HLAL | Wahed FTSE USA Shariah ETF | Owns companies we recommend for divestment | 4 | 7 | 14 | 7 | X | Large Blend |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 5 | 19 | 20 | 17 | V | Large Value |
| HJSIX | Hennessy Japan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HJPSX | Hennessy Japan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HJPNX | Hennessy Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| HJPIX | Hennessy Japan Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| HJIRX | Hardman Johnston Intl Gr Fd Retl Shr | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Foreign Large Growth |
| HJIGX | Hardman Johnston Intl Gr Fd Instl Shr | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Foreign Large Growth |
| HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HISIX | Homestead International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HISFX | Hennessy Small Cap Financial Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HIPS | GraniteShares HIPS US High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HIMDX | Hennessy Cornerstone Mid Cap 30 Instl | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| HIMCX | Hartford MidCap HLS IA | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HILYX | Hartford International Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILVX | Harbor Large Cap Value Inv | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Blend |
| HILUX | Hartford International Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILTX | Hartford International Value R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILSX | Hartford International Value R4 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILRX | Hartford International Value R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILIX | Hartford International Value I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILGX | Hennessy Cornerstone Large Growth Instl | Owns companies we recommend for divestment | 4 | 3 | 3 | 3 | X | Mid-Cap Value |
| HILFX | Hennessy Large Cap Financial Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HILDX | Hartford International Value F | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILCX | Hartford International Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILAX | Hartford International Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HIISX | Harbor International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HIGUX | Carillon Eagle Growth & Income R6 | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| HIGJX | Carillon Eagle Growth & Income I | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| HIGCX | Carillon Eagle Growth & Income C | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| HIEMX | Virtus SGA Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 8 | X | Large Value |
| HICVX | Hennessy Cornerstone Value Inst | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Large Value |
| HICGX | Hennessy Cornerstone Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| HIASX | Hartford Small Company HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHDVX | Hamlin High Dividend Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| HHDFX | Hamlin High Dividend Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGOYX | Hartford Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOVX | Hartford Growth Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOTX | Hartford Growth Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOSX | Hartford Growth Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGORX | Hartford Growth Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOIX | Hartford Growth Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOFX | Hartford Growth Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOCX | Hartford Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOAX | Hartford Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGASX | Hennessy Gas Utility Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| HFYYX | Hartford Schroders Intl Multi-Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFYTX | Hartford Schroders Intl Multi-Cp Val R5 | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFYSX | Hartford Schroders Intl Multi-Cp Val R4 | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFYRX | Hartford Schroders Intl Multi-Cp Val R3 | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFYFX | Hartford Schroders Intl Multi-Cp Val F | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFYCX | Hartford Schroders Intl Multi-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Foreign Large Value |
| HFXI | NYLI FTSE International Eq Ccy Netrl ETF | Owns companies we recommend for divestment | 11 | 5 | 25 | 9 | X | Foreign Large Blend |
| HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSFX | Hartford Schroders Intl Cntrrn Val F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQSX | Janus Henderson Global Equity Income S | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQRX | Janus Henderson Global Equity Income N | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQIX | Janus Henderson Global Equity Income I | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQDX | Janus Henderson Global Equity Income D | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQCX | Janus Henderson Global Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFQAX | Janus Henderson Global Equity Income A | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Foreign Large Value |
| HFMVX | Hartford MidCap R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMTX | Hartford MidCap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMSX | Hartford MidCap R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMRX | Hartford MidCap R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMIX | Hartford MidCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMDX | Hennessy Cornerstone Mid Cap 30 Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| HFMCX | Hartford MidCap A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFLGX | Hennessy Cornerstone Large Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 3 | 3 | X | Mid-Cap Value |
| HFGO | Hartford Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HFETX | Janus Henderson European Focus T | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFESX | Janus Henderson European Focus S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFERX | Janus Henderson European Focus N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFEIX | Janus Henderson European Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFEDX | Janus Henderson European Focus D | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFECX | Janus Henderson European Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFEAX | Janus Henderson European Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFCVX | Hennessy Cornerstone Value Investor | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Large Value |
| HFCSX | Hennessy Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| HFCIX | Hennessy Focus Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| HFCGX | Hennessy Cornerstone Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| HFAJX | Hartford Schroders Intl Cntrrn Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAHX | Hartford Schroders Intl Cntrrn Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAFX | Hartford Schroders Intl Cntrrn Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAEX | Hartford Schroders Intl Cntrrn Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| HEWJ | iShares Currency Hedged MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| HERYX | Hartford Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERVX | Hartford Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERTX | Hartford Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERSX | Hartford Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERRX | Hartford Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| HERIX | Hartford Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERFX | Hartford Emerging Markets Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERCX | Hartford Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERAX | Hartford Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HEQFX | Monteagle Opportunity Equity Inv | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| HEQCX | Monteagle Opportunity Equity Instl | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMIX | Janus Henderson Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMDX | Janus Henderson Emerging Markets D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMCX | Janus Henderson Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMAX | Janus Henderson Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HEIIX | Hennessy Equity and Income Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HEIFX | Hennessy Equity and Income Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| HEEM | iShares Currency Hedged MSCI Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Europe Stock |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | V | Global Large-Stock Blend |
| HEAL | Global X HealthTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Large Value |
| HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 8 | 9 | 17 | 10 | X | Large Blend |
| HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDSVX | Hodges Small Intrinsic Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| HDSIX | Hodges Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDPSX | Hodges Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HDPMX | Hodges Retail | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Blend |
| HDPBX | Hodges Blue Chip Equity Income Retail | Owns companies we recommend for divestment | 2 | 5 | 6 | 2 | X | Large Blend |
| HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| HDMBX | Hartford Small Company HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Foreign Large Value |
| HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| HCOW | Amplify COWS Covered Call ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 3 | X | Mid-Cap Value |
| HCMT | Direxion HCM Tactical EnhU.S.EqStratETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| HCMAX | Hillman Value No Load | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Value |
| HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| HCAIX | Harbor Capital Appreciation Inv | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 2 | 7 | 12 | 9 | X | Large Blend |
| HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HBMCX | Hartford MidCap HLS IB | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HAWX | iShares Currency Hdgd MSCI ACWI exUS ETF | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| HAVLX | Harbor Large Cap Value Instl | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Blend |
| HAVGX | Haverford Quality Growth Stock | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Blend |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| HAUS | Residential REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| HART | NYLI Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | V | Health |
| HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Mid-Cap Growth |
| HAPS | Harbor Human Capital Factor US Sm CapETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Blend |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 11 | 4 | 18 | 9 | X | Large Blend |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 0 | X | Natural Resources |
| HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 1 | 0 | 9 | 2 | X | Foreign Large Blend |
| HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 1 | 0 | 9 | 2 | X | Foreign Large Blend |
| HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 1 | 0 | 9 | 2 | X | Foreign Large Blend |
| HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HAISX | Harbor International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Technology |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Moderate Allocation |
| HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Moderate Allocation |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Technology |
| HACAX | Harbor Capital Appreciation Instl | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 20 | 7 | 54 | 12 | X | Foreign Large Blend |
| GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GXDW | Global X Dorsey Wright Thematic ETF | Owns companies we recommend for divestment | 6 | 4 | 17 | 9 | X | Global Small/Mid Stock |
| GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 17 | 1 | 30 | 1 | X | Foreign Small/Mid Blend |
| GWSVX | Gabelli Focused Gr and Inc AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSIX | Gabelli Focused Gr and Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSCX | Gabelli Focused Gr and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 11 | 18 | 40 | 21 | X | Global Large-Stock Value |
| GWLRX | abrdn Emerging Markets ex-China R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWLIX | abrdn Emerging Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | V | Large Value |
| GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGVX | AMG GW&K Small Mid Cap Core N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGIX | AMG GW&K Small Mid Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| GVMCX | Government Street Opportunities | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Blend |
| GVLU | Gotham 1000 Value ETF | Owns companies we recommend for divestment | 10 | 9 | 14 | 10 | X | Mid-Cap Value |
| GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| GVIP | Goldman Sachs Hedge Industry VIP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 6 | X | Large Value |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 4 | 11 | 6 | X | Large Value |
| GVEQX | Government Street Equity | Owns companies we recommend for divestment | 7 | 7 | 15 | 11 | X | Large Blend |
| GVCIX | Gabelli Value 25 I | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVCCX | Gabelli Value 25 C | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVCAX | Gabelli Value 25 AAA | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVALX | Gotham Large Value Institutional | Owns companies we recommend for divestment | 14 | 11 | 22 | 13 | X | Large Value |
| GVAL | Cambria Global Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| GUXPX | Gabelli Utilities C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GUSYX | Grandeur Peak US Stalwarts Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GUSOX | GMO U.S. Opportunistic Value IV | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 28 | 27 | 41 | 34 | X | Large Blend |
| GURU | Global X Guru™ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Blend |
| GURIX | NAA Risk Managed Rl Estt Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURCX | NAA Risk Managed Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURAX | NAA Risk Managed Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Natural Resources |
| GUBGX | Victory RS International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GTTTX | Goldman Sachs Small Cp Val Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GTTRX | Goldman Sachs Small Cp Val Insghts R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GTTMX | Glenmede Total Market Plus Eq Ptf | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSGX | Madison Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSCX | Glenmede Small Cap Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTORX | Goldman Sachs Technology Opps R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMIX | GMO International Opportunistic Val III | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | X | Foreign Large Value |
| GTLOX | Glenmede Disciplined US Eq Ptf | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | X | Large Value |
| GTLLX | Glenmede Disciplined US Growth Eq Ptf | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Large Growth |
| GTLIX | Glenmede Disciplined US Eq Ptf InstlShrs | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | X | Large Value |
| GTILX | Glenmede Disciplined USGrEqPtf InstlShrs | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Large Growth |
| GTHIX | Invesco Health Care Invstor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTHCX | Invesco Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GTEK | Goldman Sachs Future Tech Leaders Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Technology |
| GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTCSX | Glenmede Small Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| GTCIX | Glenmede Disciplined International EqPtf | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| GTCEX | Glenmede Strategic Equity | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSXPX | Goldman Sachs Small Cp Val Insghts P | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 2 | 2 | 15 | 5 | X | Foreign Large Value |
| GSXIX | abrdn US Small Cap Equity Inst Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXCX | abrdn US Small Cap Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXAX | abrdn US Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVPX | Goldman Sachs Small/Mid Cap Value P | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 18 | 22 | 32 | 23 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSTTX | Goldman Sachs Strategic Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSTSX | Goldman Sachs Strategic Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSTRX | Goldman Sachs Strategic Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSTIX | Goldman Sachs Strategic Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRKX | Goldman Sachs International Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Value |
| GSPY | Gotham Enhanced 500 ETF | Owns companies we recommend for divestment | 20 | 21 | 33 | 23 | X | Large Blend |
| GSPUX | Goldman Sachs Large Cap Equity R6 | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Equity Inv | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Equity Svc | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPRX | Goldman Sachs Large Cap Equity R | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPPX | Goldman Sachs Strategic Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSPIX | Goldman Sachs Large Cap Equity Instl | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPFX | Gotham Enhanced S&P 500 Index Instl | Owns companies we recommend for divestment | 20 | 21 | 33 | 23 | X | Large Blend |
| GSPCX | Goldman Sachs Large Cap Equity C | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSNPX | Goldman Sachs International Eq Inc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMVX | Goldman Sachs Small/Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSLLX | Goldman Sachs Enhanced U.S. Equity Inv | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 20 | 21 | 31 | 24 | X | Large Blend |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| GSJPX | Goldman Sachs Technology Opps P | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GSIYX | Goldman Sachs GQG Ptnrs Intl Opps R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSITX | Goldman Sachs Small Cp Val Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIQX | Goldman Sachs GQG Ptnrs Intl Opps R | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSINX | Goldman Sachs GQG Ptnrs Intl Opps Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIMX | Goldman Sachs GQG Ptnrs Intl Opps Instl | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSILX | Goldman Sachs GQG Ptnrs Intl Opps C | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSIHX | Goldman Sachs GQG Ptnrs Intl Opps A | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 4 | 27 | 10 | X | Foreign Large Blend |
| GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 18 | 5 | 45 | 11 | X | Foreign Large Blend |
| GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIB | Themes Global Systemically Imp Bks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 5 | 2 | 14 | 5 | X | Europe Stock |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Small Blend |
| GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Small Blend |
| GSCTX | Goldman Sachs Small Cp Val Insghts C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GSCKX | Goldman Sachs International Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSCIX | abrdn US Small Cap Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSCGX | Goldman Sachs Large Cap Equity A | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSC | Goldman Sachs Small Cap Equity ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GSBGX | GMO Small Cap Quality Fund Class VI | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GSBEX | Goldman Sachs Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBDX | Goldman Sachs Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBAX | Goldman Sachs Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSATX | Goldman Sachs Small Cp Val Insghts A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSAKX | Goldman Sachs International Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSAJX | Goldman Sachs Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAHX | Goldman Sachs Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSADX | Goldman Sachs Small Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GRW | TCW Compounders ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Growth |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSPX | Cromwell Greenspring Mid Cap Instl | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Mid-Cap Blend |
| GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GRPZ | Invesco S&P SmallCap 600 GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| GRPM | Invesco S&P MidCap 400® GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GROZ | Zacks Focus Growth ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| GROYX | Victory Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| GRMSX | Nationwide S&P 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMRX | Nationwide S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMIX | Nationwide S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMAX | Nationwide S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRLLX | Goldman Sachs Enhanced U.S. Equity R | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GRISX | Nationwide S&P 500 Index Instl Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Blend |
| GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | V | Infrastructure |
| GRHIX | Goehring & Rozencwajg Resources Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRHAX | Goehring & Rozencwajg Resources Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GREZX | GuideStone Funds Global Rl Est Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GREYX | GuideStone Funds Global Rl Est Secs Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GQSCX | Glenmede Disciplined US Small Cap Eq Ptf | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| GQRRX | GQG Partners Global Quality Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GQRPX | GQG Partners Global Quality Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GQRIX | GQG Partners Global Quality Equity Instl | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GQRE | FlexShares Glbl Quality Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| GQQQ | Astoria US Quality Growth Kings ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Growth |
| GQLVX | Glenmede Disciplined US Value Eq Ptf | Owns companies we recommend for divestment | 5 | 6 | 7 | 3 | X | Large Value |
| GQLOX | GMO Quality VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQLIX | GMO Quality I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQJPX | GQG Partners Intl Qual Val Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQJIX | GQG Partners Intl Qual Val Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GQHPX | GQG Partners US Quality Value Fund Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Value |
| GQHIX | GQG Partners US Quality Value Fund Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Value |
| GQGRX | GQG Partners Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQFPX | GQG Partners Global Quality Value Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Value |
| GQFIX | GQG Partners Global Quality Value Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Value |
| GQETX | GMO Quality III | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQESX | GMO Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQERX | GQG Partners US Select Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| GQEFX | GMO Quality IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GPTUX | GuidePath® Tactical Allocation Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Tactical Allocation |
| GPROX | Grandeur Peak Global Reach Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPRIX | Grandeur Peak Global Reach Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPMCX | Grandeur Peak Global Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GPIOX | Grandeur Peak International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GPIIX | Grandeur Peak International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GPGOX | Grandeur Peak Global Opportunities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPGIX | Grandeur Peak Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPGEX | Grandeur Peak Global Explorer Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GPGCX | Grandeur Peak Global Contrarian Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| GPEOX | Grandeur Peak Emerg Mkts Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GPEIX | Grandeur Peak Emerg Mkts Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| GOVIX | GMO Resources IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOPRX | abrdn China A Share Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPIX | abrdn China A Share Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPCX | abrdn China A Share Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPAX | abrdn China A Share Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOP | Unusual Whales Subversive Rep Trd ETF | Owns companies we recommend for divestment | 7 | 7 | 16 | 8 | X | Large Blend |
| GOODX | GoodHaven | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| GONCX | JHancock International Growth C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOIOX | JHancock International Growth 1 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| GOIGX | JHancock International Growth A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| GOGIX | JHancock International Growth I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Growth |
| GOGFX | Victory Sycamore Small Company Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GOFIX | GMO Resources III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOFFX | Invesco Global Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| GOFCX | Victory Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GOAU | US Global GO GOLD and Prec Mtl Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GNXIX | AlphaCentric Robotics and Automation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| GNXCX | AlphaCentric Robotics and Automation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| GNXAX | AlphaCentric Robotics and Automation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| GNSRX | abrdn US Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
| GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GNNDX | Gotham Index Plus Investor | Owns companies we recommend for divestment | 16 | 18 | 27 | 18 | X | Large Blend |
| GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2045 |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| GMWEX | GuideMark® World ex-US Service | Owns companies we recommend for divestment | 10 | 3 | 24 | 8 | X | Foreign Large Blend |
| GMVRX | Goldman Sachs Small/Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GMVIX | Goldman Sachs Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GMVCX | Goldman Sachs Small/Mid Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GMVAX | Goldman Sachs Small/Mid Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GMSRX | Nationwide Small Cap Index R | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GMSQX | GMO Small Cap Quality IV | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GMSMX | GuideMark® Small/Mid Cap Core Service | Owns companies we recommend for divestment | 14 | 11 | 15 | 17 | X | Small Blend |
| GMRIX | Nationwide Small Cap Index R6 | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GMRAX | Nationwide Small Cap Index A | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GMOWX | GMO Resources VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GMOV | GMO U.S. Value ETF | Owns companies we recommend for divestment | 4 | 11 | 13 | 7 | X | Large Value |
| GMOUX | GMO International Equity I | Owns companies we recommend for divestment | 2 | 1 | 9 | 4 | X | Foreign Large Value |
| GMOIX | GMO International Equity III | Owns companies we recommend for divestment | 2 | 1 | 9 | 4 | X | Foreign Large Value |
| GMOI | GMO International Value ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| GMOEX | GMO Emerging Markets III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMNCX | Gabelli Global Mini Mites C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GMNAX | Gabelli Global Mini Mites A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GMLVX | GuideMark® Emerging Markets Service | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMLGX | GuideMark® Large Cap Core Service | Owns companies we recommend for divestment | 20 | 22 | 31 | 26 | X | Large Blend |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMIIX | GMO-Usonian Japan Value Creation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2055 |
| GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2055 |
| GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2045 |
| GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 8 | 14 | 9 | V | Global Large-Stock Growth |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 8 | 14 | 9 | V | Global Large-Stock Growth |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMEMX | GMO Emerging Markets II | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| GMCFX | GMO International Equity IV | Owns companies we recommend for divestment | 2 | 1 | 9 | 4 | X | Foreign Large Value |
| GMBVX | GMO Small Cap Quality R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GMBCX | GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | X | Foreign Large Value |
| GMAZX | GMO International Opportunistic Val IV | Owns companies we recommend for divestment | 2 | 2 | 10 | 4 | X | Foreign Large Value |
| GMAYX | GMO Small Cap Quality I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GMAWX | GMO Small Cap Quality III | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GMAUX | GMO Emerging Markets ex-China III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| GMAQX | GMO Emerging Markets ex-China VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMAPX | Goldman Sachs Small Cap Eq Insghts P | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 4 | 1 | 8 | 3 | X | Global Large-Stock Blend |
| GMAKX | GMO-Usonian Japan Value Creation III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMAHX | GMO-Usonian Japan Value Creation VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 4 | 1 | 8 | 3 | X | Global Large-Stock Blend |
| GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GLVYX | Invesco Global Focus Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLVNX | Invesco Global Focus R | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLVIX | Invesco Global Focus R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLVCX | Invesco Global Focus C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLVAX | Invesco Global Focus A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLRY | Inspire Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPRX | Goldman Sachs MLP Energy Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPCX | Goldman Sachs MLP Energy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 17 | 29 | 18 | X | Global Large-Stock Blend |
| GLOSX | Victory Pioneer Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 13 | 16 | 31 | 11 | X | Global Large-Stock Blend |
| GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLLSX | abrdn Emerging Markets ex-China InstlSvc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLCX | abrdn Emerging Markets ex-China C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLAX | abrdn Emerging Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GLIFX | Lazard Global Listed Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLFOX | Lazard Global Listed Infrastructure Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLESX | GS Energy Infrastructure Fd R6 Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLERX | GS Energy Infrastructure Fd R Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLECX | GS Energy Infrastructure Fd C Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEAX | GS Energy Infrastructure Fd A Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLDIX | Gabelli Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDCX | Gabelli Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDAX | Gabelli Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCR | GlacierShares Nasdaq Iceland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Blend |
| GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLBL | Pacer MSCI World Industry Advantage ETF | Owns companies we recommend for divestment | 6 | 14 | 19 | 15 | X | Global Large-Stock Blend |
| GK | AdvisorShares Gerber Kawasaki ETF | Owns companies we recommend for divestment | 1 | 6 | 5 | 4 | X | Large Growth |
| GIXIX | Nationwide International Index R6 | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| GIUIX | NAA Mid Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| GITSX | Goldman Sachs Technology Opps Svc | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GITIX | Goldman Sachs Technology Opps Inst | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GITCX | Goldman Sachs Technology Opps C | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GITAX | Goldman Sachs Technology Opps A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GISYX | Grandeur Peak Intl Stalwarts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GISTX | Goldman Sachs Technology Opps Inv | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| GISOX | Grandeur Peak Intl Stalwarts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 14 | 5 | X | Foreign Large Value |
| GINX | SGI Enhanced Global Income ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 6 | X | Global Large-Stock Value |
| GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GINNX | Guinness Atkinson™ Global Inntrs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 8 | 7 | 24 | 19 | X | Technology |
| GINDX | Gotham Index Plus Institutional | Owns companies we recommend for divestment | 16 | 18 | 27 | 18 | X | Large Blend |
| GIND | Goldman Sachs India Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GILLX | Goldman Sachs Enhanced U.S. Equity Inst | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GILIX | NAA Large Core Instl | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| GILCX | NAA Large Cap Value Institutional | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| GIIZX | GuideStone Funds Intl Eq Idx Investor | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| GIIYX | GuideStone Funds Intl Eq Idx Instl | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| GIIRX | Nationwide International Index R | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| GIIGX | Gabelli International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GIIAX | Nationwide International Index A | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIGRX | Gabelli International Growth AAA | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 18 | 6 | X | Foreign Large Blend |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 18 | 6 | X | Foreign Large Blend |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 15 | 5 | X | Foreign Large Value |
| GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICPX | Gabelli Global Growth AAA | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GGZPX | Goldman Sachs Enhanced U.S. Equity P | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGUS | Goldman Sachs MktBt Russell LgCpGrEqETF | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| GGSYX | Grandeur Peak Global Stalwarts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSOX | Grandeur Peak Global Stalwarts Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGRW | Gabelli Growth Innovators ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 3 | X | Technology |
| GGRUX | Goldman Sachs Strategic Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GGRCX | Goldman Sachs Strategic Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GGRAX | Goldman Sachs Strategic Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GGQPX | Goldman Sachs Mid Cap Growth P | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGORX | Goldman Sachs Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGMMX | Gabelli Global Mini Mites I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GGME | Invesco Next Gen Media and Gaming ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGIPX | Goldman Sachs GQG Ptnrs Intl Opps P | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGHYX | Invesco Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHSX | Invesco Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GGHCX | Invesco Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGGPX | Goldman Sachs Large Cap Equity P | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GGGIX | Gabelli Global Growth I | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GGGCX | Gabelli Global Growth C | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GGGAX | Gabelli Global Growth A | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GGFRX | Nationwide BNY Mellon Dyn US Core R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GGEZX | GuideStone Funds Growth Equity Investor | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GGEYX | GuideStone Funds Growth Equity Instl | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| GGEFX | Summitry Equity Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GGCIX | Gabelli Growth I | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GGCCX | Gabelli Growth C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GGCAX | Gabelli Growth A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 34 | 31 | 68 | 43 | X | Global Large-Stock Blend |
| GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| GFLW | VictoryShares Free Cash Flow Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 9 | 5 | X | Large Growth |
| GFGF | Guru Favorite Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Blend |
| GFGEX | Guardian Fundamental Glb Eq instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| GFFDX | Invesco Global Focus R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| GFCUX | Goldman Sachs Enhanced U.S. Equity R6 | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Value |
| GESOX | Lazard Global Equity Select Port Open | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | X | Global Large-Stock Growth |
| GESIX | Lazard Global Equity Select Port Instl | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | X | Global Large-Stock Growth |
| GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GEQZX | GuideStone Funds Equity Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GEQYX | GuideStone Funds Equity Index Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GEQIX | Glenmede Equity Income | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GENW | Genter Capital International Div ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Value |
| GENIX | Gotham Enhanced Return Institutional | Owns companies we recommend for divestment | 22 | 21 | 30 | 28 | X | Mid-Cap Blend |
| GEND | Genter Capital Dividend Income ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Large Value |
| GEMZX | GuideStone Funds Emerging Mkts Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GEMYX | GuideStone Funds Emerging Mkts Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMRX | abrdn Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMNX | GMO Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMMX | GMO Emerging Markets VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMEX | GMO Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEME | Pacific NoS Global EM Equity Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| GEIZX | GuideStone Funds Growth Equity Index Inv | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| GEIYX | GuideStone Funds Growth Equity Idx Instl | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| GEGDX | Columbia Large Cap Growth S | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| GEGCX | abrdn Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEGAX | abrdn Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEFPX | Gotham Enhanced 500 Plus Institutional | Owns companies we recommend for divestment | 14 | 15 | 26 | 16 | X | Large Value |
| GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEACX | GMO Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GDSTX | Goldman Sachs Small Cap Eq Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GDSRX | Goldman Sachs Small Cap Eq Insghts R | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| GDIV | Harbor Dividend Growth Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| GDIIX | Genter Dividend Income | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| GDGSX | Sit Global Dividend Growth S | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Global Large-Stock Blend |
| GDGIX | Sit Global Dividend Growth I | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Global Large-Stock Blend |
| GDE | WisdomTree Efcnt Gld Pls Eq Stgy ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCSVX | Geneva SMID Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSLX | Victory Pioneer Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSCX | Goldman Sachs Small Cap Eq Insghts C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSAX | Goldman Sachs Small Cap Eq Insghts A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Global Large-Stock Value |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Blend |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCLLX | Goldman Sachs Enhanced U.S. Equity C | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIGX | Gabelli International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Global Large-Stock Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 7 | 16 | 16 | 12 | V | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 7 | 16 | 16 | 12 | V | Large Blend |
| GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Global Large-Stock Blend |
| GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Global Large-Stock Blend |
| GCCSX | Gabelli Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Moderate Allocation |
| GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Moderate Allocation |
| GCAVX | GMO US Small Cap Value VI | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Small Value |
| GCASX | Gabelli Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 15 | 1 | 14 | 10 | X | Industrials |
| GBVCX | Victory Pioneer Global Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 1 | V | Global Large-Stock Value |
| GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| GBUG | Sprott Active Gold & Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GBEMX | Victory Sophus Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GBCIX | Gabelli Dividend Growth I | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GBCCX | Gabelli Dividend Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GBCAX | Gabelli Dividend Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GBATX | GMO Strategic Opportunities Allc III | Owns companies we recommend for divestment | 12 | 17 | 42 | 17 | X | Miscellaneous Allocation |
| GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAUIX | Gabelli Utilities I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GAUAX | Gabelli Utilities A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GATCX | Gabelli Asset C | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GATAX | Gabelli Asset A | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GAST | Gabelli Automation ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| GASFX | Hennessy Gas Utility Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 4 | 5 | 14 | 7 | X | Large Growth |
| GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAMR | Amplify Video Game Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Communications |
| GAMPX | GS Energy Infrastructure Fd P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GAMNX | Gabelli Global Mini Mites AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GALLX | Goldman Sachs Enhanced U.S. Equity A | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 66 | 43 | 131 | 51 | X | Global Moderate Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIGX | Gabelli International Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 34 | 31 | 68 | 43 | X | Global Large-Stock Blend |
| GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GAGIX | Gabelli Global Rising Income and Div I | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GAGEX | Guinness Atkinson Global Energy | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| GAGCX | Gabelli Global Rising Income and Div AAA | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GAGAX | Gabelli Global Rising Income and Div A | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GACIX | Gabelli Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GACCX | Gabelli Global Rising Income and Div C | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GABVX | Gabelli Value 25 A | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GABUX | Gabelli Utilities AAA | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GABSX | Gabelli Small Cap Growth AAA | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GABIX | Gabelli Asset I | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GABGX | Gabelli Growth AAA | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GABBX | Gabelli Dividend Growth AAA | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GABAX | Gabelli Asset AAA | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 2 | 2 | 14 | 5 | X | Foreign Large Value |
| GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GAAHX | GMO Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2050 |
| FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 34 | 36 | 52 | 43 | X | Large Blend |
| FZIPX | Fidelity ZERO Extended Market Index | Owns companies we recommend for divestment | 13 | 14 | 18 | 17 | X | Small Blend |
| FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 21 | 8 | 53 | 11 | X | Foreign Large Blend |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Mid-Cap Blend |
| FZEMX | Fidelity Advisor Emerging Markets Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FZAPX | Fidelity Advisor Stock Sel Z | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FZAOX | Fidelity Advisor Small Cap Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FZANX | Fidelity Advisor New Insights Z | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| FZAMX | Fidelity Advisor Mid Cap II Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FZAJX | Fidelity Advisor International Growth Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FZAIX | Fidelity Advisor International Discv Z | Owns companies we recommend for divestment | 2 | 0 | 7 | 2 | X | Foreign Large Growth |
| FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FZAGX | Fidelity Advisor Equity Income Z | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FZAFX | Fidelity Advisor Equity Growth Z | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FZAEX | Fidelity Advisor Focused Em Mkts Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Small Blend |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Value |
| FYMRX | Fidelity Sustainable Multi-Asset | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYMMX | Fidelity Advisor Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYMIX | Fidelity Advisor Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYMCX | Fidelity Advisor Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYMAX | Fidelity Advisor Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FYLD | Cambria Foreign Shareholder Yield ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Growth |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 9 | 3 | 10 | 7 | X | Industrials |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 5 | 0 | 5 | X | Financial |
| FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Technology |
| FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2030 |
| FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| FXED | Sound Enhanced Fixed Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Conservative Allocation |
| FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 9 | 8 | 5 | X | Consumer Cyclical |
| FXAIX | Fidelity 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| FWWFX | Fidelity Worldwide | Owns companies we recommend for divestment | 1 | 5 | 9 | 6 | X | Global Large-Stock Growth |
| FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2035 |
| FWTFX | Fidelity Advisor Worldwide M | Owns companies we recommend for divestment | 1 | 5 | 9 | 6 | X | Global Large-Stock Growth |
| FWRTX | Fidelity Advisor Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRLX | Fidelity Select Wireless | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Communications |
| FWRIX | Fidelity Advisor Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRCX | Fidelity Advisor Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRAX | Fidelity Advisor Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWOZX | Fidelity Advisor Women's Leadership Z | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWOMX | Fidelity Women's Leadership | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWOEX | Fidelity Advisor Women's Leadership M | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWOCX | Fidelity Advisor Women's Leadership C | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWOAX | Fidelity Advisor Women's Leadership A | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWMNX | Fidelity Advisor Women's Leadership I | Owns companies we recommend for divestment | 3 | 4 | 9 | 10 | V | Large Blend |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FWIFX | Fidelity Advisor Worldwide I | Owns companies we recommend for divestment | 1 | 5 | 9 | 6 | X | Global Large-Stock Growth |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 7 | X | Global Large-Stock Growth |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| FWCFX | Fidelity Advisor Worldwide C | Owns companies we recommend for divestment | 1 | 5 | 9 | 6 | X | Global Large-Stock Growth |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| FWAFX | Fidelity Advisor Worldwide A | Owns companies we recommend for divestment | 1 | 5 | 9 | 6 | X | Global Large-Stock Growth |
| FVWSX | Fidelity Series Opportunistic Insights | Owns companies we recommend for divestment | 6 | 11 | 19 | 9 | X | Large Growth |
| FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2060 |
| FVSKX | Fidelity Value Strategies K | Owns companies we recommend for divestment | 0 | 1 | 6 | 0 | X | Mid-Cap Value |
| FVRMX | Franklin Mutual Small-Mid Cap Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FVRLX | Forester Value R | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVLTX | Fidelity Advisor Value Leaders M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVLIX | Fidelity Advisor Value Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVLCX | Fidelity Advisor Value Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVLAX | Fidelity Advisor Value Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FVILX | Forester Value I | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 3 | X | Mid-Cap Value |
| FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 11 | 5 | 13 | 11 | X | Large Value |
| FVCSX | Fidelity Advisor Value Strategies C | Owns companies we recommend for divestment | 0 | 1 | 6 | 0 | X | Mid-Cap Value |
| FVALX | Forester Value N | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 12 | X | Large Value |
| FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FV | First Trust Dorsey Wright Focus 5 ETF | Owns companies we recommend for divestment | 12 | 12 | 17 | 16 | X | Mid-Cap Blend |
| FUTY | Fidelity MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 39 | 10 | 81 | 14 | X | Foreign Large Blend |
| FUQIX | Fidelity SAI US Quality Index | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| FUNYX | Victory Pioneer Fundamental Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| FUNL | CornerCap Fundametrics® Lrg-Cap ETF FUNL | Owns companies we recommend for divestment | 8 | 8 | 14 | 10 | X | Large Value |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| FUNCX | Victory Pioneer Fundamental Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| FUMIX | Fidelity SAI US Momentum Index | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 6 | 9 | 11 | 10 | X | Large Blend |
| FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2060 |
| FUGIX | Fidelity Advisor Utilities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGCX | Fidelity Advisor Utilities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGAX | Fidelity Advisor Utilities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| FTZIX | FullerThaler Behavrl Uncnstd Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTZFX | FullerThaler Behvrll Uncnstd Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTZCX | FullerThaler Behvrll Uncnstd Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTZAX | FullerThaler Behvrll Uncnstd Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2055 |
| FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FTYCX | FullerThaler Behavioral Sm-Cp Eq C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTXSX | FullerThaler Behavioral Sm-Cp GrInstl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXR | First Trust Nasdaq Transportation ETF | Owns companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| FTXNX | FullerThaler Behavioral Sm-Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| FTXG | First Trust Nasdaq Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| FTXFX | FullerThaler Behavioral Sm-Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXCX | FullerThaler Behavioral Sm-Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXAX | FullerThaler Behavioral Sm-Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| FTWO | Strive Natural Resources and SecurityETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 6 | X | Miscellaneous Sector |
| FTWCX | FullerThaler Behvrl Smll-Md Cor Eq C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FTVZX | FullerThaler Behav Md-Cp Val R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTVSX | FullerThaler Behav Md-Cp Val Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTVNX | FullerThaler Behav Md-Cp Val Investor | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FTVCX | FullerThaler Behav Md-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTVAX | FullerThaler Behav Md-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTUTX | Fidelity Advisor Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUIX | Fidelity Advisor Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUCX | Fidelity Advisor Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUAX | Fidelity Advisor Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FTSIX | FullerThaler Behvrl S-M Cor Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTSFX | FullerThaler Behvrl Smll-Md Cor Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FTSAX | FullerThaler Behvrl S-M Cor Eq A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTRNX | Fidelity Trend | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTQGX | Fidelity Focused Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| FTMSX | FullerThaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FTMKX | Fidelity Advisor Focused Em Mkts M | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTISX | Fidelity Advisor Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 38 | 12 | 82 | 13 | X | Foreign Large Blend |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTHSX | FullerThaler Behavioral Sm-Cp Eq Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHNX | FullerThaler Behavioral Sm-Cp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHMX | FullerThaler Behav Md-Cp Eq Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Blend |
| FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHFX | FullerThaler Behavioral Sm-Cp Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHF | FT EM Human Flourishing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHCX | Fidelity Advisor Technology C | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Technology |
| FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHAX | FullerThaler Behavioral Sm-Cp Eq A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTGS | First Trust Growth Strength ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Large Blend |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Large Blend |
| FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTCNX | Fidelity Advisor Canada M | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 5 | X | Large Blend |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 8 | 13 | 5 | X | Large Growth |
| FTASX | Fidelity Advisor Asset Manager 70% M | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Natural Resources |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTADX | Fidelity Advisor International Discv M | Owns companies we recommend for divestment | 2 | 0 | 7 | 2 | X | Foreign Large Growth |
| FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 12 | 11 | 11 | 13 | X | Large Value |
| FSZZX | Fidelity Advisor Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZIX | Fidelity Advisor Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYNX | Fidelity Advisor Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYMX | Fidelity Advisor Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYKX | Fidelity Advisor Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYCX | Fidelity Advisor Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment< |
