| OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Technology |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 1 | X | Europe Stock |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Small Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 8 | 10 | 6 | X | Mid-Cap Blend |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 5 | 1 | 5 | X | Small Blend |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 5 | 10 | 9 | 15 | V | Large Blend |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 18 | 8 | X | Mid-Cap Blend |
| BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 5 | 11 | 9 | 9 | X | Large Growth |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 7 | X | Large Value |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 8 | X | Moderate Allocation |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 5 | 9 | 6 | 7 | X | Large Value |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 6 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 4 | 13 | 7 | 7 | X | Mid-Cap Value |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| PRFBX | Putnam Research B | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Blend |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Value |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 4 | 2 | 11 | 5 | X | Foreign Large Blend |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 3 | X | Large Value |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Large Value |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 7 | X | Large Blend |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 1 | 7 | X | Small Growth |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 2 | X | Foreign Large Value |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 4 | X | Small Blend |
| JEPI | JPMorgan Equity Premium Income ETF | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
| JHQAX | JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
| JHQCX | JPMorgan Hedged Equity C | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JHQPX | JPMorgan Hedged Equity R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Value |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Foreign Large Growth |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Small Blend |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 7 | X | Large Value |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 5 | 15 | 16 | 13 | X | Large Blend |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 5 | 0 | 6 | 6 | X | Mid-Cap Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JHEQX | JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
| JHQRX | JPMorgan Hedged Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Options Trading |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 7 | 9 | 9 | V | Large Blend |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MGRFX | MassMutual Mid Cap Growth R5 | 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 |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| MEFZX | MassMutual Mid Cap Growth I | 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 |
| JMEE | JPMorgan Market Expansion Enh Eq ETF | Owns companies we recommend for divestment | 5 | 9 | 6 | 12 | X | Small Blend |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| MMNEX | MassMutual Fundamental Value Y | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Large Blend |
| MFUAX | MassMutual Fundamental Value A | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MFULX | MassMutual Fundamental Value Adm | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MFUZX | MassMutual Fundamental Value I | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MFUNX | MassMutual Fundamental Value R3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MFUFX | MassMutual Fundamental Value R4 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MVUSX | MassMutual Fundamental Value R5 | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| MFUYX | MassMutual Fundamental Value Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Large Value |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 7 | 16 | 11 | X | Global Large-Stock Blend |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 5 | 9 | 17 | 17 | V | Large Blend |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
| QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
| QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
| QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
| QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 5 | 10 | 12 | 7 | X | Large Blend |
| FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| FAVAX | Fidelity Advisor Equity Value A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FAVCX | Fidelity Advisor Equity Value C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FAIVX | Fidelity Advisor Equity Value I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FAVTX | Fidelity Advisor Equity Value M | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FAEVX | Fidelity Advisor Equity Value Z | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Foreign Small/Mid Growth |
| FDERX | Federated Hermes Equity Income R | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Blend |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Value |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Large Growth |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Blend |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 5 | 9 | 11 | 11 | X | Small Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Blend |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Blend |
| LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
| LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
| LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 5 | 6 | 10 | 7 | X | Large Value |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 5 | 2 | 10 | 5 | X | Foreign Large Growth |
| QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 3 | X | Europe Stock |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Moderately Aggressive Allocation |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 5 | 11 | 10 | 7 | X | Large Value |
| QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 6 | X | Small Blend |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Large Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 5 | 13 | 23 | 13 | V | Global Large-Stock Blend |
| FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Blend |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Large Value |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Blend |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Blend |
| FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Value |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 5 | 3 | 17 | 6 | V | Foreign Large Blend |
| FDMO | Fidelity Momentum Factor ETF | Owns companies we recommend for divestment | 5 | 6 | 9 | 7 | X | Large Growth |
| FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Large Value |
| FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
| FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Moderate Allocation |
| FIWCX | Fidelity SAI International Value Index | Owns companies we recommend for divestment | 5 | 2 | 10 | 5 | X | Foreign Large Value |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 0 | 7 | 1 | X | Europe Stock |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Mid-Cap Blend |
| FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 5 | 5 | 9 | 13 | V | Large Blend |
| FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 5 | 12 | 12 | 11 | X | Large Value |
| FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Value |
| FNKLX | Fidelity Series Value Discovery | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Blend |
| FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FDVKX | Fidelity Value Discovery K6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| FFLC | Fidelity® Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Blend |
| PMFSX | Principal MidCap S&P 400 Index R4 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| PMSSX | Principal MidCap S&P 400 Index R1 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | V | Global Large-Stock Growth |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Blend |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
| HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
| HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
| HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 7 | 4 | 4 | X | Mid-Cap Value |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | V | Global Large-Stock Growth |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 4 | 1 | 11 | 7 | X | Foreign Large Blend |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Large Blend |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Value |
| PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Large Growth |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Growth |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 5 | X | Large Value |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 4 | 19 | 15 | 20 | V | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Value |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Blend |
| FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FIVQX | Fidelity Advisor International Value I | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FIVPX | Fidelity Advisor International Value M | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FIQKX | Fidelity Advisor International Value Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FCPCX | Fidelity Advisor Intl Cap App C | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FCPIX | Fidelity Advisor Intl Cap App I | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FIATX | Fidelity Advisor Intl Cap App M | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FIDZX | Fidelity Advisor Intl Cap App Z | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FCPAX | Fidelity Advisor Intl Capl App A | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FIVMX | Fidelity Advisor International Value A | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FWAFX | Fidelity Advisor Worldwide A | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FWCFX | Fidelity Advisor Worldwide C | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FWIFX | Fidelity Advisor Worldwide I | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FWTFX | Fidelity Advisor Worldwide M | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FIQOX | Fidelity Advisor Worldwide Z | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FBCG | Fidelity Blue Chip Growth ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | X | Large Growth |
| FBCV | Fidelity Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Large Value |
| FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FIVOX | Fidelity Advisor International Value C | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 4 | 7 | 9 | 7 | X | Small Blend |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Small Value |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Large Value |
| FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 8 | 1 | X | Large Value |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Foreign Large Growth |
| FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 11 | 10 | 9 | X | Large Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Blend |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
| PGEBX | George Putnam Balanced B | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Moderate Allocation |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Large Value |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Value |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Large Blend |
| FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Mid-Cap Growth |
| FIVFX | Fidelity International Capital Apprec | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FIVLX | Fidelity International Value | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FAPCX | Fidelity Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 3 | X | Foreign Large Growth |
| FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Blend |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| FINVX | Fidelity Series International Value | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Value |
| FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 9 | X | Small Blend |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 4 | 12 | 14 | 11 | X | Large Value |
| FWWFX | Fidelity Worldwide | Owns companies we recommend for divestment | 4 | 6 | 4 | 10 | X | Global Large-Stock Growth |
| FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Global Large-Stock Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | X | Large Blend |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Technology |
| QDF | FlexShares Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Value |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 14 | 15 | 10 | V | Large Blend |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Blend |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Large Value |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 4 | 3 | 8 | 9 | X | Large Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| MDIDX | MFS Intl Diversification A | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MDIFX | MFS Intl Diversification B | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIGX | MFS Intl Diversification C | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Foreign Large Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 4 | 4 | 3 | 8 | X | Large Blend |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 7 | 11 | 10 | X | Large Growth |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
| PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
| PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Mid-Cap Value |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
| PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
| PGOFX | Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| GOFCX | Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| PSMKX | Pioneer Select Mid Cap Growth K | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| PGRRX | Pioneer Select Mid Cap Growth R | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| GROYX | Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | V | Large Blend |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
| PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Large Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| PWS | Pacer WealthShield ETF | Owns companies we recommend for divestment | 4 | 12 | 12 | 11 | X | Tactical Allocation |
| TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Small Blend |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 4 | 2 | 16 | 5 | V | Foreign Large Blend |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 6 | 6 | 9 | X | Large Growth |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 4 | 2 | 10 | 1 | X | Foreign Large Blend |
| PTMC | Pacer Trendpilot™ US Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Growth |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | V | Large Blend |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Value |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 2 | X | Foreign Large Blend |
| PFF | iShares Preferred&Income Securities ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 12 | X | Preferred Stock |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 4 | 9 | 7 | 12 | X | Small Blend |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 10 | X | Technology |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | V | Large Growth |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| IEAIX | Lazard International Equity Advtg Instl | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Blend |
| IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Mid-Cap Blend |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 2 | X | Foreign Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Value |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Moderate Allocation |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 4 | 7 | 12 | 10 | X | Large Value |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Foreign Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 7 | 8 | 8 | 12 | X | Large Blend |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 7 | 2 | 11 | 7 | X | Foreign Large Blend |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 10 | X | Large Growth |
| QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 7 | 9 | 10 | 12 | X | Large Value |
| FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Blend |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 7 | 8 | 10 | 10 | V | Large Blend |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 7 | 3 | 12 | 6 | X | Europe Stock |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 7 | 6 | 8 | 5 | X | Small Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 7 | 8 | 13 | 7 | X | Large Value |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 7 | 3 | 17 | 12 | X | Large Blend |
| ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| FSDIX | Fidelity Strategic Dividend & Income | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 6 | 10 | 11 | V | Foreign Large Blend |
| ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| EISDX | Carillon ClariVest Intl Stock C | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 7 | 5 | 14 | 6 | V | Foreign Large Blend |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 7 | 3 | 12 | 8 | X | Large Value |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Global Large-Stock Blend |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 7 | 5 | 9 | 10 | X | Large Growth |
| EISAX | Carillon ClariVest Intl Stock A | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| EISIX | Carillon ClariVest Intl Stock I | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| FDLO | Fidelity Low Volatility Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 11 | 13 | X | Large Blend |
| EISVX | Carillon ClariVest Intl Stock R6 | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| FASDX | Fidelity Advisor Strategic Div & Inc A | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FCSDX | Fidelity Advisor Strategic Div & Inc C | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FSIDX | Fidelity Advisor Strategic Div & Inc I | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FIQWX | Fidelity Advisor Strategic Div & Inc Z | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Moderately Aggressive Allocation |
| FMDE | Fidelity Enhanced Mid Cap ETF | Owns companies we recommend for divestment | 7 | 10 | 8 | 9 | X | Mid-Cap Blend |
| ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
| MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 7 | 5 | 27 | 16 | X | Global Large-Stock Blend |
| PALDX | PGIM 60/40 Allocation R6 | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Moderate Allocation |
| PTMAX | PGIM Quant Solutions Large-Cap Cor Eq A | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
| PTMCX | PGIM Quant Solutions Large-Cap Cor Eq C | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
| PTMQX | PGIM Quant Solutions Large-Cap Cor Eq R6 | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
| PTEZX | PGIM Quant Solutions Large-Cap Cor Eq Z | Owns companies we recommend for divestment | 7 | 13 | 19 | 15 | X | Large Blend |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
| MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 7 | 0 | 14 | 1 | X | Foreign Large Value |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PCPTX | Principal SmallCap Value II R1 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PSTWX | Principal SmallCap Value II R4 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 7 | 9 | 8 | 7 | X | Small Value |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 7 | 6 | 7 | 7 | X | Large Value |
| RSQAX | Russell Inv Equity Income A | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Blend |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Large Value |
| HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 7 | 10 | 14 | 14 | X | Large Blend |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 6 | X | Mid-Cap Blend |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 9 | X | Foreign Large Blend |
| KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 7 | 16 | 27 | 20 | V | Global Large-Stock Blend |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 15 | X | Large Value |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Value |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 13 | 4 | X | Foreign Large Blend |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 7 | 12 | X | Small Growth |
| ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 7 | 11 | 10 | 13 | X | Small Value |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 7 | 13 | 14 | 13 | V | Large Blend |
| PABD | iShares Paris-Aligned ClmMSCIWldExUSAETF | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | V | Foreign Large Blend |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 15 | X | Large Blend |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 7 | 18 | 18 | 17 | V | Large Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 7 | 6 | 5 | 9 | X | Mid-Cap Blend |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 6 | X | Europe Stock |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 7 | 8 | 6 | 9 | X | Small Blend |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 7 | 13 | 14 | 10 | V | Large Blend |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| RLISX | Russell Inv Equity Income S | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 17 | 17 | 13 | X | Large Blend |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 6 | 8 | 9 | 7 | X | Large Growth |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 6 | 9 | 11 | 6 | X | Global Large-Stock Value |
| USIFX | Victory International | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 9 | X | Large Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 7 | 11 | 14 | 11 | X | Large Value |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| REQSX | Russell Inv Equity Income C | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
| REAYX | Russell Inv Equity Income Y | Owns companies we recommend for divestment | 7 | 15 | 13 | 13 | X | Large Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 3 | 3 | 7 | X | Mid-Cap Growth |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 8 | 26 | 25 | 24 | V | Large Blend |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 8 | 4 | 13 | 5 | X | Foreign Large Blend |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 8 | 7 | 21 | 10 | X | Europe Stock |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 8 | 15 | 14 | 13 | X | Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 8 | 11 | 14 | 10 | X | Large Value |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
| PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 8 | 10 | 6 | 13 | X | Mid-Cap Growth |
| MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 8 | 9 | 5 | 11 | X | Small Blend |
| MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 8 | 9 | 5 | 11 | X | Small Blend |
| MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 8 | 17 | 18 | 16 | X | Large Blend |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 8 | 3 | 6 | 4 | X | Foreign Large Blend |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 8 | 7 | 14 | 11 | X | Large Value |
| PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
| PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 8 | 17 | 19 | 17 | X | Large Blend |
| PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 8 | 4 | 12 | 2 | X | Foreign Large Value |
| RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 8 | 8 | 11 | 8 | X | Small Blend |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 8 | 9 | 6 | 14 | X | Mid-Cap Blend |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 8 | 15 | 11 | 13 | X | Small Blend |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 8 | 17 | 19 | 17 | X | Large Blend |
| UVALX | Victory Value | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 7 | 10 | 4 | X | Global Large-Stock Value |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 8 | 3 | 10 | 1 | X | Foreign Small/Mid Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 10 | 11 | 13 | X | Mid-Cap Blend |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 8 | 7 | 6 | 8 | X | Small Value |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 7 | X | Large Value |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 9 | 3 | 17 | 4 | X | Foreign Large Blend |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Small Blend |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 18 | 8 | X | Foreign Large Growth |
| RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 7 | 10 | 10 | 11 | X | Large Blend |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
| SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 7 | 13 | 10 | 8 | V | Large Value |
| QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 2 | 19 | 4 | X | Foreign Large Value |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 4 | 19 | 8 | V | Foreign Large Blend |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 12 | 7 | X | Diversified Emerging Mkts |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 8 | 9 | 11 | 9 | X | Large Value |
| DDIAX | Delaware Wealth Builder A | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
| DDICX | Delaware Wealth Builder C | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
| DDIIX | Delaware Wealth Builder Institutional | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
| DDDRX | Delaware Wealth Builder R | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| DFIVX | DFA International Value I | Owns companies we recommend for divestment | 8 | 3 | 19 | 5 | X | Foreign Large Value |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
| RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
| RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
| RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
| RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 7 | 3 | 14 | 7 | X | Foreign Large Blend |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | X | Foreign Large Blend |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 7 | 17 | 19 | 15 | X | Large Blend |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 5 | 20 | 9 | X | Europe Stock |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 7 | 21 | 11 | X | Global Large-Stock Value |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 7 | 9 | 9 | 13 | X | Large Blend |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 7 | 5 | 16 | 10 | X | Large Blend |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 8 | 14 | 15 | X | Mid-Cap Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 7 | 5 | 7 | 7 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| DDERX | Delaware Wealth Builder R6 | Owns companies we recommend for divestment | 8 | 7 | 9 | 11 | X | Moderate Allocation |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 8 | 3 | 19 | 5 | X | Foreign Large Value |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 10 | 9 | 12 | X | Global Large-Stock Blend |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
| FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
| ONEQ | Fidelity Nasdaq Composite ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 14 | X | Large Growth |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 8 | 9 | 13 | 13 | V | Large Blend |
| FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FSAEX | Fidelity Series All-Sector Equity | Owns companies we recommend for divestment | 8 | 10 | 16 | 12 | X | Large Blend |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 8 | 4 | 7 | 4 | X | Foreign Large Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 4 | 16 | 6 | X | Europe Stock |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 8 | 17 | 18 | 16 | X | Large Blend |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 8 | 8 | 9 | 8 | X | Small Blend |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 8 | 5 | 13 | 12 | X | Large Blend |
| FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
| HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 8 | 8 | 13 | 12 | X | Moderate Allocation |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 8 | 9 | 9 | 9 | X | Small Blend |
| IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 8 | 11 | 14 | 17 | X | Large Growth |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 8 | 12 | 18 | 14 | V | Large Blend |
| FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Value |
| FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 8 | 3 | 10 | 4 | X | Foreign Large Blend |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 14 | 13 | 15 | X | Small Blend |
| FABCX | Fidelity Advisor Balanced C | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 8 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 8 | 3 | 20 | 6 | X | Foreign Large Value |
| CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| ETTGX | Eaton Vance Tx-Mgd Growth 1.1 A | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| ECTGX | Eaton Vance Tx-Mgd Growth 1.1 C | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| EITMX | Eaton Vance Tx-Mgd Growth 1.1 I | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| EXTGX | Eaton Vance Tx-Mgd Growth 1.2 A | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| EZTGX | Eaton Vance Tx-Mgd Growth 1.2 C | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| EITGX | Eaton Vance Tx-Mgd Growth 1.2 I | Owns companies we recommend for divestment | 8 | 9 | 15 | 12 | X | Large Blend |
| FABLX | Fidelity Advisor Balanced A | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FAIOX | Fidelity Advisor Balanced I | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| FAIGX | Fidelity Advisor Balanced M | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FZAAX | Fidelity Advisor Balanced Z | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FCLAX | Fidelity Advisor Industrials A | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLCX | Fidelity Advisor Industrials C | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLIX | Fidelity Advisor Industrials I | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLTX | Fidelity Advisor Industrials M | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FIKEX | Fidelity Advisor Industrials Z | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FBALX | Fidelity Balanced | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBAKX | Fidelity Balanced K | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBKFX | Fidelity Balanced K6 | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 6 | 13 | 13 | 15 | X | Large Growth |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 13 | 4 | V | Foreign Large Blend |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 5 | 11 | 10 | X | Large Value |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 1 | 7 | 7 | X | Mid-Cap Value |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 5 | 7 | 12 | 9 | V | Large Blend |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Small Blend |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 5 | 12 | 13 | 8 | X | Mid-Cap Blend |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 5 | 11 | 14 | 9 | X | Mid-Cap Blend |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 5 | 19 | 16 | 16 | X | Large Blend |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Foreign Large Blend |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TLVOX | Thrivent Low Volatility Equity S | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Global Large-Stock Blend |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 9 | X | Mid-Cap Value |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 6 | X | Foreign Large Value |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Mid-Cap Value |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 9 | 17 | 17 | V | Large Blend |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PHASX | Principal MidCap Growth III R1 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQSX | Principal MidCap Growth III R4 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2040 |
| PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| EPLBX | NYLI Epoch U.S. Equity Yield Class B | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 5 | 3 | 14 | 3 | X | Foreign Large Value |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Blend |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | V | Large Blend |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 3 | X | Europe Stock |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Mid-Cap Value |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Mid-Cap Value |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Global Real Estate |
| PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2065+ |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 5 | 5 | 13 | 13 | X | Large Growth |
| PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 5 | 7 | 14 | 10 | X | Large Growth |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Small Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Small Blend |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 7 | 11 | X | Large Blend |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
| PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2055 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2050 |
| PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2055 |
| PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 B | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 5 | 11 | 9 | 14 | V | Target-Date 2060 |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MSEJX | MM Equity Asset I | Owns companies we recommend for divestment | 6 | 8 | 13 | 13 | X | Large Blend |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 6 | 9 | 12 | 15 | X | Large Blend |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 6 | 8 | 13 | 11 | X | Large Blend |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Large Value |
| EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MKTRX | NYLI Income Builder Class B | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MPIRX | MassMutual Disciplined Value R4 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| MEVIX | Lazard Managed Equity Volatility Instl | Owns companies we recommend for divestment | 6 | 7 | 8 | 7 | X | Global Large-Stock Blend |
| MEVOX | Lazard Managed Equity Volatility Open | Owns companies we recommend for divestment | 6 | 7 | 8 | 7 | X | Global Large-Stock Blend |
| MEPAX | MassMutual Disciplined Value A | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MPILX | MassMutual Disciplined Value Adm | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MPIVX | MassMutual Disciplined Value I | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MPINX | MassMutual Disciplined Value R3 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MEPSX | MassMutual Disciplined Value R5 | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 6 | 2 | 11 | 6 | X | Foreign Large Blend |
| DENVX | MassMutual Disciplined Value Svc | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MMOAX | MassMutual Disciplined Value Y | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 6 | 12 | 15 | 11 | X | Moderate Allocation |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Small Blend |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 6 | 7 | 9 | 12 | X | Small Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 12 | 11 | 10 | X | Large Value |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 12 | 11 | 10 | X | Large Value |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Foreign Large Blend |
| ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 6 | 8 | 7 | 9 | X | Mid-Cap Value |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 7 | X | Mid-Cap Value |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 6 | 16 | 18 | 14 | X | Large Blend |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 11 | 11 | 9 | X | Small Blend |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Blend |
| FNDA | Schwab Fundamental U.S. Small CompanyETF | Owns companies we recommend for divestment | 6 | 11 | 11 | 9 | X | Small Blend |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 2 | 13 | 8 | X | Large Blend |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 6 | 5 | 18 | 13 | X | Large Blend |
| PALC | Pacer Lunt Large Cap Mlt Ftr Alt ETF | Owns companies we recommend for divestment | 6 | 9 | 7 | 4 | X | Large Blend |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 6 | 9 | 13 | 11 | X | Large Growth |
| PIALX | Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
| PIDCX | Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
| IMOYX | Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 6 | 10 | 16 | 16 | X | Global Allocation |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 6 | 8 | 5 | 6 | X | Small Growth |
| RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 6 | 17 | 21 | 20 | X | Large Blend |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
| FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FGITX | Fidelity Advisor Growth & Income M | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
| FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
| FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 6 | 8 | 17 | 12 | X | Large Growth |
| FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 6 | 3 | 8 | 5 | X | Foreign Large Growth |
| FGIZX | Fidelity Advisor Growth & Income Z | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FGIOX | Fidelity Advisor Growth & Income I | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 6 | 7 | 6 | 10 | X | Small Growth |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 6 | 7 | 14 | 9 | X | Large Blend |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 6 | 5 | 5 | 11 | X | Mid-Cap Blend |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 10 | X | Large Blend |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Growth |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Global Large-Stock Value |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Global Large-Stock Value |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Blend |
| FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FGIUX | Fidelity Advisor Growth & Income C | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 5 | 15 | 12 | X | Large Blend |
| FBLYX | Fidelity Advisor Global Equity Inc A | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FGTNX | Fidelity Advisor Global Equity Inc C | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FBUSX | Fidelity Advisor Global Equity Inc I | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FGABX | Fidelity Advisor Global Equity Inc M | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FIQQX | Fidelity Advisor Global Equity Inc Z | Owns companies we recommend for divestment | 6 | 6 | 11 | 8 | X | Global Large-Stock Blend |
| FGIRX | Fidelity Advisor Growth & Income A | Owns companies we recommend for divestment | 6 | 4 | 10 | 9 | X | Large Blend |
| FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 6 | 9 | 18 | 12 | X | Large Growth |
| FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 10 | 9 | 8 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 15 | X | Technology |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 15 | 12 | 12 | V | Large Blend |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Small Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | V | Large Value |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Europe Stock |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 8 | X | Mid-Cap Growth |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 6 | 8 | 3 | 9 | X | Small Blend |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 14 | 6 | X | Foreign Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 6 | 11 | 16 | 15 | V | Large Blend |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 9 | 2 | 7 | X | Mid-Cap Blend |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 12 | X | Large Blend |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 5 | 10 | 7 | X | Large Value |
| HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 6 | 14 | 15 | 14 | X | Mid-Cap Blend |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 14 | 6 | X | Foreign Large Blend |
| FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 6 | 5 | 6 | 5 | X | Small Growth |
| GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 6 | 10 | 8 | 9 | X | Large Value |
| FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 6 | 12 | 11 | 8 | X | Large Blend |
| IQDE | FlexShares Intl Qual Div Defensv ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 4 | X | Foreign Large Value |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 6 | 9 | 14 | 10 | X | Large Blend |
| FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Blend |
| GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Growth |
| GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 6 | 9 | 14 | 14 | X | Large Blend |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Growth |
| DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 0 | X | Large Value |
| CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Foreign Large Value |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 7 | X | Large Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| NETZ | TCW Transform Systems ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Blend |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Mid-Cap Growth |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 6 | V | Global Large-Stock Blend |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 1 | 5 | 6 | V | Global Large-Stock Blend |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Small Blend |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Global Allocation |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Natural Resources |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 3 | 9 | 7 | X | Large Blend |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 12 | V | Large Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 3 | 8 | 9 | X | Technology |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Value |
| GHAAX | VanEck Global Resources Fund A | 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 |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Technology |
| TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Foreign Large Blend |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Value |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BLCV | BlackRock Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 12 | 9 | X | Large Value |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| DNLCX | BNY Mellon Active MidCap C | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
| YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 10 | X | Large Blend |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| MVPS | Amplify Thematic All-Stars ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 9 | X | Technology |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| DNLDX | BNY Mellon Active MidCap A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
| DNLRX | BNY Mellon Active MidCap I | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| RDERX | Columbia Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 7 | 5 | 5 | X | Large Value |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Large Blend |
| CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| IVIAX | Delaware Ivy International Core Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Blend |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| DNLYX | BNY Mellon Active MidCap Y | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Mid-Cap Blend |
| CVTCX | Calamos Growth & Income C | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| DQIAX | BNY Mellon Equity Income Fund A | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
| DQICX | BNY Mellon Equity Income Fund C | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
| DQIRX | BNY Mellon Equity Income Fund I | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
| DQIYX | BNY Mellon Equity Income Fund Y | Owns companies we recommend for divestment | 3 | 7 | 11 | 8 | X | Large Value |
| MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
| MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Growth |
| CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 3 | 9 | 10 | 7 | X | Large Blend |
| CVTRX | Calamos Growth & Income A | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Moderately Aggressive Allocation |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Global Large-Stock Growth |
| CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 1 | X | Foreign Large Growth |
| HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Europe Stock |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Foreign Large Growth |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Value |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Value |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 5 | V | Foreign Large Blend |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| WLIVX | WCM Focused International Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| WCMGX | WCM Focused Global Growth Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WFGGX | WCM Focused Global Growth Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| WCMVX | WCM Focused International Value Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 2 | V | Mid-Cap Value |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Natural Resources |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Blend |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | X | Global Large-Stock Growth |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for dive |
