IYAIX | Delaware Ivy Value I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Large Value |
SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
SLY | SPDR® S&P 600 Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 3 | 6 | 11 | 8 | X | Large Growth |
SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 3 | 6 | 11 | 8 | X | Large Growth |
SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 3 | 6 | 11 | 8 | X | Large Growth |
PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Large Value |
PLTL | Principal US Small-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Global Large-Stock Growth |
PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
TQAAX | T. Rowe Price QM US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Growth |
VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 3 | 7 | 10 | 9 | X | Global Large-Stock Blend |
VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 8 | 1 | X | Natural Resources |
TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
TQAIX | T. Rowe Price QM US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Growth |
PRDSX | T. Rowe Price QM US Small-Cap Gr Eq | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Growth |
PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Global Large-Stock Growth |
TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 6 | 8 | 7 | X | Large Value |
TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 6 | 8 | 7 | X | Large Value |
PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Global Large-Stock Growth |
PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
NINLX | Neuberger Berman Intrinsic Value Instl | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEIIX | MFS Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEICX | MFS Value C | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MFEBX | MFS Value B | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
MEIAX | MFS Value A | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
PDIFX | Principal Diversified International R-6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Foreign Large Blend |
PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Global Large-Stock Value |
NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Global Large-Stock Value |
NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Global Large-Stock Value |
NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
NOIGX | Northern International Equity | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Foreign Large Value |
NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Foreign Large Blend |
NMULX | Neuberger Berman Multi-Cap Opp Inst | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
NMUEX | Neuberger Berman Multi-Cap Opp E | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
NMUCX | Neuberger Berman Multi-Cap Opp C | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
NMUAX | Neuberger Berman Multi-Cap Opp A | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 7 | 6 | 9 | X | Large Value |
LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 9 | 9 | 13 | X | Large Blend |
APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Blend |
FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Growth |
AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
VMIPX | Voya Multi-Manager International Eq P3 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 16 | 13 | X | Large Blend |
VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Blend |
MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Foreign Large Blend |
MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Foreign Large Blend |
MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Foreign Large Blend |
MICCX | Victory Trivalent Intl Fd-Core Eq C | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Foreign Large Blend |
MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Foreign Large Blend |
RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 7 | X | Mid-Cap Blend |
VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Value |
VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Value |
VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | V | Large Value |
ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 3 | 2 | 7 | X | Allocation--70% to 85% Equity |
EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 3 | 2 | 7 | X | Allocation--70% to 85% Equity |
EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 3 | 2 | 7 | X | Allocation--70% to 85% Equity |
EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 7 | X | Allocation--70% to 85% Equity |
EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 13 | 12 | 16 | X | Large Blend |
SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Value |
DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 10 | X | Large Value |
DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Europe Stock |
HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
GEQAX | Columbia Dividend Income V | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
IHOAX | Hartford International Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
HMVRX | Hartford MidCap Value R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HMVJX | Hartford MidCap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HMVFX | Hartford MidCap Value F | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HMVCX | Hartford MidCap Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HMVAX | Hartford MidCap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHOTX | Hartford International Opportunities R5 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHOSX | Hartford International Opportunities R4 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHORX | Hartford International Opportunities R3 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHOIX | Hartford International Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
IHOFX | Hartford International Opportunities F | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
HMVTX | Hartford MidCap Value R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HMVSX | Hartford MidCap Value R4 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HMVUX | Hartford MidCap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
MIGYX | Invesco Main Street Y | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
OMSIX | Invesco Main Street R6 | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
MSJFX | Invesco Main Street R5 | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
OMGNX | Invesco Main Street R | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
MIGCX | Invesco Main Street C | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
MSIGX | Invesco Main Street A | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
PDP | Invesco DWA Momentum ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 6 | X | Large Growth |
ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
HMVYX | Hartford MidCap Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Mid-Cap Growth |
ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 3 | 12 | 8 | 16 | V | Global Large-Stock Blend |
PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 3 | 12 | 8 | 16 | V | Global Large-Stock Blend |
HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
KNG | FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Large Value |
FLQM | Franklin US Mid Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Blend |
LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
FLLV | Franklin U.S. Low Volatility ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 3 | 11 | 13 | 12 | X | Large Blend |
LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 3 | 11 | 13 | 12 | X | Large Blend |
LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 3 | 11 | 13 | 12 | X | Large Blend |
FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | V | Large Value |
FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
FMSHX | Franklin Mutual Shares R6 | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
TEFAX | Franklin Mutual Financial Services Z | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
FMFVX | Franklin Mutual Financial Services R6 | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
TMFSX | Franklin Mutual Financial Services C | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
TFSIX | Franklin Mutual Financial Services A | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 8 | X | Technology |
GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Allocation--50% to 70% Equity |
GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Allocation--50% to 70% Equity |
GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 10 | 8 | X | Large Value |
GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 3 | 9 | 11 | 15 | X | Large Value |
| JNL/WMC Value A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Value |
OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JNVMX | JPMorgan International Value R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JPVRX | JPMorgan International Value R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JPVZX | JPMorgan International Value R2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JNUSX | JPMorgan International Value L | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JIESX | JPMorgan International Value I | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JIUCX | JPMorgan International Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JFEAX | JPMorgan International Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Foreign Large Value |
JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Foreign Large Blend |
| JPMorgan Insurance Tr Small Cap Core 2 | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Small Blend |
| JPMorgan Insurance Tr Small Cap Core 1 | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Small Blend |
| JPMorgan Insurance Tr Mid Cap Value 1 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Small Blend |
| JNL/WMC Value I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 5 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Mid-Cap Value |
JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
JSCBX | JHancock Small Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
JISGX | JPMorgan Small Cap Growth L | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 7 | 13 | 8 | X | Large Blend |
JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
JGSMX | JPMorgan Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGSVX | JPMorgan Small Cap Growth R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGLYX | JPMorgan Small Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JGRQX | JPMorgan Small Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JSGZX | JPMorgan Small Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
OGGFX | JPMorgan Small Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
OSGCX | JPMorgan Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
PGSGX | JPMorgan Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
JSCAX | JHancock Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 12 | V | Large Blend |
FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 0 | X | Equity Energy |
EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Technology |
SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 3 | 4 | 9 | 5 | V | Foreign Large Blend |
IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 6 | X | Mid-Cap Blend |
SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | V | Small Blend |
XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Small Value |
PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
EWSC | Invesco S&P SmallCap 600® Equal Wt ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Value |
XMMO | Invesco S&P MidCap Momentum ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Mid-Cap Growth |
SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Blend |
SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Growth |
SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Large Value |
XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Large Blend |
RYT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
JFDRX | JHancock Financial Industries R6 | Owns companies we recommend for divestment | 3 | 9 | 0 | 8 | X | Financial |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 3 | 9 | 0 | 8 | X | Financial |
JFIFX | JHancock Financial Industries I | Owns companies we recommend for divestment | 3 | 9 | 0 | 8 | X | Financial |
FIDCX | JHancock Financial Industries C | Owns companies we recommend for divestment | 3 | 9 | 0 | 8 | X | Financial |
FIDAX | JHancock Financial Industries A | Owns companies we recommend for divestment | 3 | 9 | 0 | 8 | X | Financial |
JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Value |
JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Large Value |
VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Foreign Large Value |
IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Large Value |
SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 12 | 16 | 13 | X | Large Value |
WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 12 | 16 | 13 | X | Large Value |
WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 12 | 16 | 13 | X | Large Value |
WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 12 | 16 | 13 | X | Large Value |
WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 12 | 16 | 13 | X | Large Value |
AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
TQSIX | T. Rowe Price QM US Sm&Md-Cp Cor Eq I | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Mid-Cap Blend |
TQSAX | T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Mid-Cap Blend |
TQSMX | T. Rowe Price QM US Sm&Md-Cp Cor Eq | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Mid-Cap Blend |
TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Global Large-Stock Value |
TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Global Large-Stock Value |
TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 10 | 9 | 9 | X | Large Value |
RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Mid-Cap Growth |
DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | V | Large Blend |
KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 8 | 0 | 8 | X | Financial |
SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Mid-Cap Value |
KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Blend |
SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Blend |
SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Mid-Cap Blend |
VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Mid-Cap Growth |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Mid-Cap Growth |
VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 12 | X | Large Growth |
VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 5 | 8 | 7 | 13 | X | Large Value |
SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
FLCCX | Fidelity Advisor® Large Cap C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FMCDX | Fidelity Advisor® Stock Selec Mid Cp A | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FZAMX | Fidelity Advisor® Mid Cap II Z | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Mid-Cap Blend |
FITIX | Fidelity Advisor® Mid Cap II M | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Mid-Cap Blend |
FIIMX | Fidelity Advisor® Mid Cap II I | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Mid-Cap Blend |
FIICX | Fidelity Advisor® Mid Cap II C | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Mid-Cap Blend |
FIIAX | Fidelity Advisor® Mid Cap II A | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Mid-Cap Blend |
FZALX | Fidelity Advisor® Mega Cap Stock Z | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FTGRX | Fidelity Advisor® Mega Cap Stock M | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FTRIX | Fidelity Advisor® Mega Cap Stock I | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FGRCX | Fidelity Advisor® Mega Cap Stock C | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FGTAX | Fidelity Advisor® Mega Cap Stock A | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FIDLX | Fidelity Advisor® Large Cap Z | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FALGX | Fidelity Advisor® Large Cap M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FALIX | Fidelity Advisor® Large Cap I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FALAX | Fidelity Advisor® Large Cap A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FMCCX | Fidelity Advisor® Stock Selec Mid Cp I | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FIQQX | Fidelity Advisor® Global Equity Inc Z | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FGABX | Fidelity Advisor® Global Equity Inc M | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FBUSX | Fidelity Advisor® Global Equity Inc I | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FGTNX | Fidelity Advisor® Global Equity Inc C | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FBLYX | Fidelity Advisor® Global Equity Inc A | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FAEVX | Fidelity Advisor® Equity Value Z | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAVTX | Fidelity Advisor® Equity Value M | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAIVX | Fidelity Advisor® Equity Value I | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAVCX | Fidelity Advisor® Equity Value C | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FAVAX | Fidelity Advisor® Equity Value A | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FDETX | Fidelity Advisor® Capital Development O | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDTZX | Fidelity Advisor® Capital Development M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDEIX | Fidelity Advisor® Capital Development I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FDECX | Fidelity Advisor® Capital Development C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FMCEX | Fidelity Advisor® Stock Selec Mid Cp C | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FMCAX | Fidelity Advisor® Stock Selec Mid Cp M | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 3 | 7 | 9 | X | Large Growth |
FMILX | Fidelity® New Millennium | Owns companies we recommend for divestment | 5 | 7 | 9 | 10 | X | Large Value |
FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 7 | X | Large Value |
RNMC | First Trust Mid Cap US Equity Select ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
FDVKX | Fidelity® Value Discovery K6 | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FVDKX | Fidelity® Value Discovery K | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FVDFX | Fidelity® Value Discovery | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FSSMX | Fidelity® Stock Selector Mid Cap | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FSMO | Fidelity® Small-Mid Cap Opps ETF | Owns companies we recommend for divestment | 5 | 3 | 2 | 6 | X | Mid-Cap Blend |
FISVX | Fidelity® Small Cap Value Index | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
FNKLX | Fidelity® Series Value Discovery | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
FBLEX | Fidelity® Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 12 | 12 | 11 | X | Large Value |
FGLGX | Fidelity® Series Large Cap Stock | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Blend |
FMIL | Fidelity® New Millennium ETF | Owns companies we recommend for divestment | 5 | 7 | 9 | 10 | X | Large Value |
FNKFX | Fidelity® Mid-Cap Stock K6 | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FSLZX | Fidelity Advisor® Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
FKMCX | Fidelity® Mid-Cap Stock K | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FMCSX | Fidelity® Mid-Cap Stock | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
FGRTX | Fidelity® Mega Cap Stock | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
FLKSX | Fidelity® Low-Priced Stock K6 | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FLPKX | Fidelity® Low-Priced Stock K | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FLPSX | Fidelity® Low-Priced Stock | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
FCLKX | Fidelity® Large Cap Stock K6 | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FLCSX | Fidelity® Large Cap Stock | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
FLGEX | Fidelity® Large Cap Growth Enhanced Idx | Owns companies we recommend for divestment | 5 | 6 | 14 | 11 | X | Large Growth |
FIENX | Fidelity® International Enhanced Index | Owns companies we recommend for divestment | 5 | 4 | 16 | 8 | X | Foreign Large Blend |
FGILX | Fidelity® Global Equity Income | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
FEKFX | Fidelity® Equity-Income K6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FEIKX | Fidelity® Equity-Income K | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FEQIX | Fidelity® Equity-Income | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
FDTTX | Fidelity Advisor® Capital Development A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Blend |
MEQAX | American Century International Val A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
TWADX | American Century Value A | Owns companies we recommend for divestment | 5 | 9 | 9 | 9 | X | Large Value |
ACVUX | American Century International Value I | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
ACAFX | American Century International Value G | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
ACVRX | American Century International Val R | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
ACCOX | American Century International Val C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Foreign Large Value |
RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Foreign Large Growth |
CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 5 | 8 | 6 | 10 | X | Large Growth |
MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 5 | 13 | 15 | 20 | V | Large Blend |
BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 5 | 13 | 15 | 20 | V | Large Blend |
BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 5 | 13 | 15 | 20 | V | Large Blend |
BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 5 | 13 | 15 | 20 | V | Large Blend |
MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 8 | 5 | 10 | X | Large Value |
MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Mid-Cap Blend |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Mid-Cap Blend |
MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Mid-Cap Blend |
MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Mid-Cap Blend |
MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Mid-Cap Blend |
BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 5 | 4 | 12 | 11 | X | Large Growth |
BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 5 | 4 | 12 | 11 | X | Large Growth |
BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 5 | 4 | 12 | 11 | X | Large Growth |
BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 5 | 4 | 12 | 11 | X | Large Growth |
CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 5 | 4 | 12 | 11 | X | Large Growth |
BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 5 | 5 | 15 | 9 | X | Foreign Large Blend |
BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 5 | 5 | 15 | 9 | X | Foreign Large Blend |
BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 5 | 5 | 15 | 9 | X | Foreign Large Blend |
BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 5 | 5 | 15 | 9 | X | Foreign Large Blend |
BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 5 | 5 | 15 | 9 | X | Foreign Large Blend |
SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Blend |
CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 10 | 13 | V | Large Blend |
FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
MEURX | Franklin Mutual European Z | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Europe Stock |
FMEUX | Franklin Mutual European R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Europe Stock |
FMURX | Franklin Mutual European R | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Europe Stock |
TEURX | Franklin Mutual European C | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Europe Stock |
TEMIX | Franklin Mutual European A | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Europe Stock |
ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 12 | 15 | 13 | V | Large Blend |
FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 4 | 5 | 10 | 10 | X | Large Growth |
HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 4 | 11 | 16 | 13 | X | Large Blend |
RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 4 | 2 | 2 | 2 | X | Europe Stock |
FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Mid-Cap Blend |
LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
FADIX | Fidelity Advisor® Diversified Intl M | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FCAGX | Fidelity Advisor® Small Cap Growth A | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FMFMX | Fidelity Advisor® Series Equity Gr | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
FZAFX | Fidelity Advisor® Equity Growth Z | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
FAEGX | Fidelity Advisor® Equity Growth M | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
EQPGX | Fidelity Advisor® Equity Growth I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
EPGCX | Fidelity Advisor® Equity Growth C | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
EPGAX | Fidelity Advisor® Equity Growth A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
FZACX | Fidelity Advisor® Diversified Stock Z | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FDESX | Fidelity Advisor® Diversified Stock O | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FDTEX | Fidelity Advisor® Diversified Stock M | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FDTIX | Fidelity Advisor® Diversified Stock I | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FDTCX | Fidelity Advisor® Diversified Stock C | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FDTOX | Fidelity Advisor® Diversified Stock A | Owns companies we recommend for divestment | 4 | 8 | 11 | 13 | X | Large Growth |
FZABX | Fidelity Advisor® Diversified Intl Z | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FDVIX | Fidelity Advisor® Diversified Intl I | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FCIGX | Fidelity Advisor® Small Cap Growth I | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FADCX | Fidelity Advisor® Diversified Intl C | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FDVAX | Fidelity Advisor® Diversified Intl A | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | V | Large Value |
CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
FCCGX | Fidelity Advisor® Small Cap Growth C | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FCTGX | Fidelity Advisor® Small Cap Growth M | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FVLKX | Fidelity® Value K | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FGKFX | Fidelity® Growth Company K6 | Owns companies we recommend for divestment | 4 | 8 | 17 | 15 | X | Large Growth |
FVAL | Fidelity® Value Factor ETF | Owns companies we recommend for divestment | 4 | 11 | 15 | 12 | X | Large Value |
FDVLX | Fidelity® Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FULVX | Fidelity® US Low Volatility Equity | Owns companies we recommend for divestment | 4 | 3 | 5 | 9 | X | Large Blend |
FOCSX | Fidelity® Small Cap Growth K6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FCPGX | Fidelity® Small Cap Growth | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FCPEX | Fidelity® Small Cap Enhanced Index | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
FDMLX | Fidelity® Series Intrinsic Opps | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
FCGSX | Fidelity® Series Growth Company | Owns companies we recommend for divestment | 4 | 9 | 18 | 15 | X | Large Growth |
FSWCX | Fidelity® SAI US Value Index | Owns companies we recommend for divestment | 4 | 11 | 11 | 10 | X | Large Value |
FTEC | Fidelity® MSCI Information Tech ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
FNCL | Fidelity® MSCI Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
FMDGX | Fidelity® Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
FGDKX | Fidelity® Growth Discovery K | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
FDSVX | Fidelity® Growth Discovery | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Large Growth |
FGCKX | Fidelity® Growth Company K | Owns companies we recommend for divestment | 4 | 8 | 17 | 15 | X | Large Growth |
FIDGX | Fidelity Advisor® Small Cap Growth Z | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Growth |
FDGRX | Fidelity® Growth Company | Owns companies we recommend for divestment | 4 | 8 | 17 | 15 | X | Large Growth |
FKIDX | Fidelity® Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FDIKX | Fidelity® Diversified International K | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FDIVX | Fidelity® Diversified International | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
FDEKX | Fidelity® Disciplined Equity K | Owns companies we recommend for divestment | 4 | 6 | 9 | 13 | X | Large Growth |
FDEQX | Fidelity® Disciplined Equity | Owns companies we recommend for divestment | 4 | 6 | 9 | 13 | X | Large Growth |
FCAKX | Fidelity® Capital Appreciation K | Owns companies we recommend for divestment | 4 | 5 | 7 | 10 | X | Large Growth |
FDCAX | Fidelity® Capital Appreciation | Owns companies we recommend for divestment | 4 | 5 | 7 | 10 | X | Large Growth |
FBCV | Fidelity® Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 8 | X | Large Value |
FVLZX | Fidelity Advisor® Value Z | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FTVFX | Fidelity Advisor® Value M | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FVIFX | Fidelity Advisor® Value I | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FCVFX | Fidelity Advisor® Value C | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
FAVFX | Fidelity Advisor® Value A | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 6 | 11 | 11 | X | Large Growth |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
JIDA | JPMorgan ActiveBuilders Intl Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 10 | 9 | X | Foreign Large Blend |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 4 | 8 | 8 | 9 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 9 | 9 | X | Large Value |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 9 | 9 | X | Large Value |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 4 | 3 | 1 | 3 | X | Small Growth |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 4 | 7 | 9 | 10 | X | Large Value |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 4 | 7 | 9 | 10 | X | Large Value |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 4 | 11 | 10 | 13 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 4 | 11 | 10 | 13 | X | Large Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Small Blend |
JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 4 | 3 | 1 | 3 | X | Small Growth |
JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
CABGX | Multi-Manager Growth Strategies Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
PSC | Principal US Small Cap Mlt-Fac ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
CIEEX | Multi-Manager Intl Eq Strats Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 4 | 3 | 1 | 3 | X | Small Growth |
MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 4 | 8 | 9 | 15 | X | Large Blend |
JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 3 | X | Small Growth |
JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Financial |
IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 4 | 13 | 0 | 12 | X | Financial |
IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Europe Stock |
IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 4 | 4 | 15 | 12 | X | Technology |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 9 | V | Large Blend |
OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Blend |
RYJ | Invesco Raymond James SB-1 Equity ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 6 | X | Mid-Cap Blend |
ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Large Value |
ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 9 | X | Allocation--70% to 85% Equity |
IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Large Value |
LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 4 | 4 | 8 | 11 | X | Large Blend |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 4 | 3 | 6 | 8 | X | Mid-Cap Value |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JDPRX | Janus Henderson Mid Cap Value R | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JDPNX | Janus Henderson Mid Cap Value N | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JMIVX | Janus Henderson Mid Cap Value L | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JMVAX | Janus Henderson Mid Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JMVCX | Janus Henderson Mid Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JDPAX | Janus Henderson Mid Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 1 | 6 | X | Mid-Cap Value |
JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 3 | 1 | 7 | 2 | X | Foreign Large Blend |
FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
JVSCX | Janus Henderson Small-Mid Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JSVTX | Janus Henderson Small-Mid Cap Value T | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JSVSX | Janus Henderson Small-Mid Cap Value S | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JVSNX | Janus Henderson Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JVSIX | Janus Henderson Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JSVDX | Janus Henderson Small-Mid Cap Value D | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
JVSAX | Janus Henderson Small-Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
| JH Adaptive Rsk Mgd U.S EqPort-Svc | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Value |
JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
JIGHX | JHancock International Growth NAV | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| JHFunds2 Health Sciences NAV | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Health |
JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
JHIGX | JHancock International Growth R2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
GOGIX | JHancock International Growth I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
GONCX | JHancock International Growth C | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
GOIGX | JHancock International Growth A | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
GOIOX | JHancock International Growth 1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Blend |
JEVRX | JHancock Emerging Markets R6 | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
JEVNX | JHancock Emerging Markets NAV | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
JEVIX | JHancock Emerging Markets I | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
JEVCX | JHancock Emerging Markets C | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
JEVAX | JHancock Emerging Markets A | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Foreign Large Value |
JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Technology |
TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Technology |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Blend |
VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
XMHQ | Invesco S&P MidCap Quality ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Mid-Cap Blend |
RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Blend |
IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
SPHB | Invesco S&P 500® High Beta ETF | Owns companies we recommend for divestment | 2 | 4 | 11 | 6 | X | Large Blend |
SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 2 | 10 | 6 | 10 | X | Large Value |
ISEM | Invesco RAFI™StrategicEmergingMarketsETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
PBEE | Invesco PureBeta FTSE Emerging Mkts ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Growth |
VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Large Value |
ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Miscellaneous Sector |
OSCYX | Invesco Main Street Small Cap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
OSSIX | Invesco Main Street Small Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
MNSQX | Invesco Main Street Small Cap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
OSCNX | Invesco Main Street Small Cap R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
OSCCX | Invesco Main Street Small Cap C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
OSCAX | Invesco Main Street Small Cap A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
OPMIX | Invesco Main Street Mid Cap R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
OPMNX | Invesco Main Street Mid Cap R | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
OPMCX | Invesco Main Street Mid Cap C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
OPMSX | Invesco Main Street Mid Cap A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
OMSYX | Invesco Main Street All Cap Y | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Small Blend |
EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Miscellaneous Region |
IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Blend |
IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 0 | X | Europe Stock |
EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 13 | 0 | 12 | X | Financial |
STLV | iShares Factors US Value Style ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Mid-Cap Value |
XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Miscellaneous Sector |
ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
IQSU | IQ Candriam ESG U.S. Large Cap Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 13 | 20 | V | Large Blend |
VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Blend |
MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
NSNCX | Neuberger Berman Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
NQCRX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Value |
NQCCX | Nuveen Large Cap Value C | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Value |
NQCAX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Value |
NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
NSNAX | Neuberger Berman Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
PFISX | Principal International Small CompanyR-6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 2 | 13 | 8 | 16 | V | Large Value |
MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 2 | 13 | 8 | 16 | V | Large Value |
PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | V | Small Blend |
JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 2 | 6 | 4 | 9 | X | Large Blend |
JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 4 | X | Foreign Large Value |
JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 2 | 9 | 9 | 14 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 2 | 9 | 9 | 14 | V | Large Blend |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Global Large-Stock Blend |
MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Large Blend |
BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 2 | 8 | 11 | 13 | X | Large Blend |
IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
OMSNX | Invesco Main Street All Cap R | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
FIEUX | Fidelity® Europe | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
EARGX | First Eagle Global R3 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
FESGX | First Eagle Global C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
FSLSX | Fidelity® Value Strategies | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FLRG | Fidelity® US Multifactor ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | X | Large Blend |
FCPVX | Fidelity® Small Cap Value | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
FINVX | Fidelity® Series International Value | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FERGX | Fidelity® SAI Emerging Markets Index | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
FDIS | Fidelity® MSCI Consumer Discret ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
FAPCX | Fidelity® Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FIVLX | Fidelity® International Value | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIVFX | Fidelity® International Capital Apprec | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FIFNX | Fidelity® Founders | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FPADX | Fidelity® Emerging Markets Idx | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
FRGLX | First Eagle Global R5 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
FBCVX | Fidelity® Blue Chip Value | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
FASPX | Fidelity Advisor® Value Strategies M | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FVSKX | Fidelity Advisor® Value Strategies K | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FASOX | Fidelity Advisor® Value Strategies I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FVCSX | Fidelity Advisor® Value Strategies C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FSOAX | Fidelity Advisor® Value Strategies A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
FVLTX | Fidelity Advisor® Value Leaders M | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
FVLIX | Fidelity Advisor® Value Leaders I | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
FVLCX | Fidelity Advisor® Value Leaders C | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
FVLAX | Fidelity Advisor® Value Leaders A | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
FIKNX | Fidelity Advisor® Small Cap Value Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
FCVTX | Fidelity Advisor® Small Cap Value M | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
FCVIX | Fidelity Advisor® Small Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
EAGRX | First Eagle Global R4 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
FEGRX | First Eagle Global R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
FCVAX | Fidelity Advisor® Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 2 | 9 | 11 | 11 | X | Global Allocation |
GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Blend |
MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
FMDRX | Franklin Mutual Global Discovery R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 2 | 9 | 11 | 11 | X | Global Allocation |
FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 2 | 9 | 11 | 11 | X | Global Allocation |
FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 2 | 9 | 11 | 11 | X | Global Allocation |
FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 2 | 9 | 11 | 11 | X | Global Allocation |
SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Miscellaneous Region |
FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 2 | 4 | 10 | 6 | V | Foreign Large Blend |
FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 2 | 10 | 14 | 15 | V | Large Blend |
FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Miscellaneous Region |
SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 9 | X | Large Growth |
FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Europe Stock |
RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Industrials |
FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FEROX | First Eagle Overseas R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FIORX | First Eagle Overseas R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
EAROX | First Eagle Overseas R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
FCVCX | Fidelity Advisor® Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Value |
FIDZX | Fidelity Advisor® Intl Capital App Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 2 | 6 | 9 | 9 | V | Large Blend |
DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
FIVVX | Delaware Opportunity R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
FIVUX | Delaware Opportunity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
FIUSX | Delaware Opportunity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMRX | Delaware Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMIX | Delaware Mid Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMCX | Delaware Mid Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
DLMAX | Delaware Mid Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
IYVYX | Delaware Ivy Value Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
FIATX | Fidelity Advisor® Intl Capital App M | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FHJVX | Fidelity Advisor® Europe M | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FCPIX | Fidelity Advisor® Intl Capital App I | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FCPCX | Fidelity Advisor® Intl Capital App C | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FCPAX | Fidelity Advisor® Intl Capital App A | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Foreign Large Growth |
FIQKX | Fidelity Advisor® International Value Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIVPX | Fidelity Advisor® International Value M | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIVQX | Fidelity Advisor® International Value I | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIVOX | Fidelity Advisor® International Value C | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIVMX | Fidelity Advisor® International Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
FIFWX | Fidelity Advisor® Founders Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FIFPX | Fidelity Advisor® Founders M | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FIFVX | Fidelity Advisor® Founders I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FIFQX | Fidelity Advisor® Founders C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FIFOX | Fidelity Advisor® Founders A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
FIQHX | Fidelity Advisor® Europe Z | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FHJMX | Fidelity Advisor® Europe I | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
FHJTX | Fidelity Advisor® Europe C | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FHJUX | Fidelity Advisor® Europe A | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
FCLZX | Fidelity Advisor® Climate Action Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
FCAOX | Fidelity Advisor® Climate Action M | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
FCAUX | Fidelity Advisor® Climate Action I | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
FCALX | Fidelity Advisor® Climate Action C | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
FCAJX | Fidelity Advisor® Climate Action A | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
QISCX | Federated Hermes MDT Small Cap Core IS | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
QCSCX | Federated Hermes MDT Small Cap Core C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
QASCX | Federated Hermes MDT Small Cap Core A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
ETHO | Etho Climate Leadership US ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | V | Mid-Cap Growth |
NETZ | Engine No. 1 Transform Climate ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Blend |
ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
OMSCX | Invesco Main Street All Cap C | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
HSMVX | Hartford Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | V | Large Blend |
HSCYX | Hartford Small Company Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSVX | Hartford Small Company R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSUX | Hartford Small Company R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSSX | Hartford Small Company R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSRX | Hartford Small Company R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSIX | Hartford Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HDMBX | Hartford Small Company HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HIASX | Hartford Small Company HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSFX | Hartford Small Company F | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HSMCX | Hartford Small Company C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
IHSAX | Hartford Small Company A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSMTX | Hartford Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
MSAVX | Invesco American Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
HSMSX | Hartford Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSMRX | Hartford Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
SDGA | Impact Shares Sus Dev Gls Glb Eq ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 11 | V | Global Large-Stock Blend |
MSVCX | Invesco American Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
DEF | Invesco Defensive Equity ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
OMSOX | Invesco Main Street All Cap A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Blend |
KBWR | Invesco KBW Regional Banking ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Financial |
QIVYX | Invesco International Equity Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
QIVIX | Invesco International Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
INEQX | Invesco International Equity R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
QIVNX | Invesco International Equity R | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
QIVCX | Invesco International Equity C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
QIVAX | Invesco International Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
IVDG | Invesco Focused Discovery Growth ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 10 | 7 | 14 | V | Large Value |
PWV | Invesco Dynamic Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Value |
DWAS | Invesco DWA SmallCap Momentum ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
PRN | Invesco DWA Industrials Momentum ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Industrials |
DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
MSARX | Invesco American Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
OTCYX | Invesco Capital Appreciation Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
OPTIX | Invesco Capital Appreciation R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
CPTUX | Invesco Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
OTCNX | Invesco Capital Appreciation R | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
OTFCX | Invesco Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
OPTFX | Invesco Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
MSAIX | Invesco American Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
MSAFX | Invesco American Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
MSAJX | Invesco American Value R5 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Value |
HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 2 | 1 | 5 | 5 | X | Foreign Large Blend |
GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HRLRX | Hartford Real Asset R3 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Foreign Large Value |
HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Foreign Large Value |
HRLYX | Hartford Real Asset Y | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLZX | Hartford Real Asset R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLTX | Hartford Real Asset R5 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLSX | Hartford Real Asset R4 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLIX | Hartford Real Asset I | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
HRLFX | Hartford Real Asset F | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLCX | Hartford Real Asset C | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HRLAX | Hartford Real Asset A | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Allocation |
HVOYX | Hartford Quality Value Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOVX | Hartford Quality Value R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOTX | Hartford Quality Value R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOSX | Hartford Quality Value R4 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVORX | Hartford Quality Value R3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOIX | Hartford Quality Value I | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOFX | Hartford Quality Value F | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOCX | Hartford Quality Value C | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
HVOAX | Hartford Quality Value A | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
PMSGX | Principal MidCap Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
PIPPX | Principal MidCap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Large Value |
CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
IMRFX | Columbia Global Opportunities A | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Blend |
SGIEX | Columbia Contrarian Core V | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
CSDRX | Columbia Global Opportunities Adv | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CBDYX | Columbia Balanced Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
ILVHX | Columbia Integrated Large Cap Val Ins 3 | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
FIUTX | Delaware Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
ILVDX | Columbia Integrated Large Cap Val R | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
ILVGX | Columbia Integrated Large Cap Val Ins 2 | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
RSSCX | Columbia Global Opportunities C | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
ILVCX | Columbia Integrated Large Cap Val C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
ILVEX | Columbia Integrated Large Cap Val Adv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Value |
ILGEX | Columbia Integrated Large Cap Gr R | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGHX | Columbia Integrated Large Cap Gr Ins 2 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGDX | Columbia Integrated Large Cap Gr C | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGFX | Columbia Integrated Large Cap Gr Adv | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
CSARX | Columbia Global Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CGOYX | Columbia Global Opportunities Inst3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CLNRX | Columbia Global Opportunities Inst2 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CSAZX | Columbia Global Opportunities Inst | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Global Allocation |
CBLRX | Columbia Balanced R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CLREX | Columbia Balanced Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
FIUVX | Delaware Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Growth |
SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Growth |
SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Growth |
LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 3 | 8 | 5 | 7 | X | Large Value |
CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Growth |
BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Small Growth |
CBALX | Columbia Balanced Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
CBLCX | Columbia Balanced C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBDRX | Columbia Balanced Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CBLAX | Columbia Balanced A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
CUSYX | Columbia Acorn USA Inst3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
CYSRX | Columbia Acorn USA Inst2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
AUSAX | Columbia Acorn USA Inst | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
LAUCX | Columbia Acorn USA C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
CUSAX | Columbia Acorn USA Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
LAUAX | Columbia Acorn USA A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Foreign Large Blend |
LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | V | Global Large-Stock Value |
MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Foreign Large Blend |
BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Foreign Large Blend |
FIUUX | Delaware Equity Income Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
FGINX | Delaware Growth and Income A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 3 | 8 | 5 | 7 | X | Large Value |
FSMVX | Fidelity® Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FEBIX | First Eagle Global Income Builder I | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
FEBCX | First Eagle Global Income Builder C | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
FEBAX | First Eagle Global Income Builder A | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
FDWM | Fidelity® Women's Leadership ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
FWOMX | Fidelity® Women's Leadership | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
FTRNX | Fidelity® Trend | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
FTIEX | Fidelity® Total International Equity | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FCPI | Fidelity® Stocks for Inflation ETF | Owns companies we recommend for divestment | 3 | 4 | 9 | 8 | X | Large Blend |
FKICX | Fidelity® Small Cap Stock K6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Blend |
FSLCX | Fidelity® Small Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Blend |
FECGX | Fidelity® Small Cap Growth Index | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
FIGSX | Fidelity® Series International Growth | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FCMVX | Fidelity® Mid Cap Value K6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FIGFX | Fidelity® International Growth | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FIBRX | First Eagle Global Income Builder R4 | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
FDKFX | Fidelity® International Discovery K6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FIDKX | Fidelity® International Discovery K | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FIGRX | Fidelity® International Discovery | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FDVV | Fidelity® High Dividend ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Value |
FGRO | Fidelity® Growth Opportunities ETF | Owns companies we recommend for divestment | 3 | 4 | 9 | 9 | X | Large Growth |
FETKX | Fidelity® Equity Dividend Income K | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
FEQTX | Fidelity® Equity Dividend Income | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
FEOPX | Fidelity® Enduring Opportunities | Owns companies we recommend for divestment | 3 | 8 | 7 | 14 | X | Global Large-Stock Growth |
FDRR | Fidelity® Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 3 | 8 | 8 | 8 | X | Large Value |
FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 3 | 13 | 10 | 15 | V | Large Blend |
FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 3 | 6 | 6 | 13 | V | Large Blend |
FWOZX | Fidelity Advisor® Women's Leadership Z | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
FWOEX | Fidelity Advisor® Women's Leadership M | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
FWMNX | Fidelity Advisor® Women's Leadership I | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
FBRRX | First Eagle Global Income Builder R3 | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
EABRX | First Eagle Global Income Builder R5 | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
FWOAX | Fidelity Advisor® Women's Leadership A | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 3 | 11 | 9 | 12 | X | Global Large-Stock Blend |
SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 3 | 11 | 9 | 12 | X | Global Large-Stock Blend |
SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 3 | 11 | 9 | 12 | X | Global Large-Stock Blend |
CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 3 | 11 | 9 | 12 | X | Global Large-Stock Blend |
LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 3 | 11 | 9 | 12 | X | Global Large-Stock Blend |
LDIFX | Franklin Global Dividend IS | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
LTTMX | Franklin Global Dividend I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
LDIGX | Franklin Global Dividend FI | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
LGDCX | Franklin Global Dividend C | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
LGDAX | Franklin Global Dividend A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Value |
FLFR | Franklin FTSE France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 3 | 11 | 0 | 11 | X | Financial |
FEBRX | First Eagle Global Income Builder R6 | Owns companies we recommend for divestment | 3 | 9 | 3 | 7 | X | Global Allocation |
MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Small Growth |
FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 6 | X | Large Growth |
ILDR | First Trust Innovation Leaders ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Technology |
HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Large Blend |
HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 5 | X | Small Blend |
FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 11 | 0 | 11 | X | Financial |
FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Europe Stock |
EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 0 | X | Foreign Small/Mid Value |
FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 2 | X | Foreign Large Blend |
FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Blend |
FWOCX | Fidelity Advisor® Women's Leadership C | Owns companies we recommend for divestment | 3 | 8 | 4 | 13 | V | Large Blend |
FIEZX | Fidelity Advisor® Total Intl Equity Z | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FGIPX | Delaware Growth and Income Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
FEIAX | Fidelity Advisor® Equity Income A | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | V | Large Blend |
EMPW | Emerge EMPWR Unified Sustainable Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 12 | V | Large Blend |
EMCA | Emerge EMPWR Sustainable Div Eq ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | V | Large Blend |
DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Growth |
DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 3 | 3 | 7 | 6 | X | Small Blend |
DFEPX | DFA Emerging Markets Value R2 | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
EQPIX | Fidelity Advisor® Equity Income I | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
IDANX | Delaware Sustainable Equity Income R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | V | Large Value |
IDARX | Delaware Sustainable Equity Income R | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | V | Large Value |
IDAIX | Delaware Sustainable Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | V | Large Value |
IDAAX | Delaware Sustainable Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | V | Large Value |
IVVYX | Delaware Ivy International Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
IINCX | Delaware Ivy International Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
IYITX | Delaware Ivy International Core Eq R | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
ICEIX | Delaware Ivy International Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
IVIFX | Delaware Ivy International Core Eq C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
IVIAX | Delaware Ivy International Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
FGIQX | Delaware Growth and Income R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
FEICX | Fidelity Advisor® Equity Income C | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
FEIRX | Fidelity Advisor® Equity Income M | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
FTTEX | Fidelity Advisor® Total Intl Equity M | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FMPAX | Fidelity Advisor® Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FTEIX | Fidelity Advisor® Total Intl Equity I | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FTCEX | Fidelity Advisor® Total Intl Equity C | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FTAEX | Fidelity Advisor® Total Intl Equity A | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
FZAOX | Fidelity Advisor® Small Cap Z | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FSCTX | Fidelity Advisor® Small Cap M | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FSCIX | Fidelity Advisor® Small Cap I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FSCEX | Fidelity Advisor® Small Cap C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FSCDX | Fidelity Advisor® Small Cap A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FSSFX | Fidelity Advisor® Series Small Cap | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
FAOFX | Fidelity Advisor® Series Growth Opps | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
FIDFX | Fidelity Advisor® Mid Cap Value Z | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FMPTX | Fidelity Advisor® Mid Cap Value M | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FMPOX | Fidelity Advisor® Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FMPEX | Fidelity Advisor® Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
FZAJX | Fidelity Advisor® International Growth Z | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FZAGX | Fidelity Advisor® Equity Income Z | Owns companies we recommend for divestment | 3 | 8 | 5 | 8 | X | Large Value |
FITGX | Fidelity Advisor® International Growth M | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FIIIX | Fidelity Advisor® International Growth I | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FIGCX | Fidelity Advisor® International Growth C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FIAGX | Fidelity Advisor® International Growth A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
FZAIX | Fidelity Advisor® International Discv Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FTADX | Fidelity Advisor® International Discv M | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FIADX | Fidelity Advisor® International Discv I | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FCADX | Fidelity Advisor® International Discv C | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FAIDX | Fidelity Advisor® International Discv A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
FZAHX | Fidelity Advisor® Growth Opps Z | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
FAGOX | Fidelity Advisor® Growth Opps M | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
FAGCX | Fidelity Advisor® Growth Opps I | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
FACGX | Fidelity Advisor® Growth Opps C | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
FAGAX | Fidelity Advisor® Growth Opps A | Owns companies we recommend for divestment | 3 | 5 | 10 | 11 | X | Large Growth |
AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 3 | 8 | 5 | 7 | X | Large Value |
AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 3 | 8 | 5 | 7 | X | Large Value |
PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TCMVX | TIAA-CREF Mid-Cap Value Retail | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
TRVPX | TIAA-CREF Mid-Cap Value Premier | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
TIMVX | TIAA-CREF Mid-Cap Value Instl | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
TRVHX | TIAA-CREF Mid-Cap Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Value |
TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Value |
FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Value |
TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Value |
TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Value |
FTFGX | Templeton Foreign R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Value |
TEFRX | Templeton Foreign R | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Value |
TEFTX | Templeton Foreign C | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Value |
TFFAX | Templeton Foreign Adv | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Value |
TEMFX | Templeton Foreign A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Value |
TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 8 | 3 | 9 | X | Large Blend |
RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 8 | 3 | 9 | X | Large Blend |
PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 8 | 3 | 9 | X | Large Blend |
TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 8 | 3 | 9 | X | Large Blend |
TRVRX | TIAA-CREF Mid-Cap Value Retire | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | X | Allocation--50% to 70% Equity |
VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | X | Allocation--50% to 70% Equity |
VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | X | Large Growth |
VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | X | Large Growth |
VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Growth |
VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 7 | X | Foreign Large Value |
VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Blend |
VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Blend |
VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Global Large-Stock Value |
VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 2 | 7 | 4 | 8 | X | Global Large-Stock Blend |
DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 2 | 8 | 8 | 8 | V | Large Blend |
UIGRX | USAA Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
USAAX | USAA Growth | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
UGEIX | USAA Global Equity Income | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Global Large-Stock Value |
VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Blend |
TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Foreign Large Blend |
SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVBX | Putnam International Equity B | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 7 | 7 | 10 | X | Large Blend |
REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 2 | 3 | 4 | X | Global Large-Stock Growth |
PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 3 | 4 | X | Global Large-Stock Growth |
PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 2 | 3 | 4 | X | Global Large-Stock Growth |
TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 9 | X | Large Blend |
SPYD | SPDR® Portfolio S&P 500 High Div ETF | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Value |
TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 5 | 10 | X | Allocation--50% to 70% Equity |
PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
FSAMX | Strategic Advisers® Emerging Markets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 7 | 9 | 10 | X | Large Blend |
SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 7 | 9 | 10 | X | Large Blend |
SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 9 | 10 | X | Large Blend |
SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Technology |
GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Blend |
TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 3 | 8 | 5 | 7 | X | Large Value |
AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
AUIRX | AB Equity Income R | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
AUIKX | AB Equity Income K | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
AUICX | AB Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
ADGIX | AB Core Opportunitie |