| DDDAX | 13D Activist A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| EMC | Global X Emerging Mkts Great Cnsmr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPX | Global X MLP & Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| HEAL | Global X HealthTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| EMM | Global X Emerging Markets ex-China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SDEM | Global X MSCI SuperDividend® Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| PEMGX | Principal MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBCX | Principal MidCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PCBIX | Principal MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBJX | Principal MidCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBMX | Principal MidCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBPX | Principal MidCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VNAM | Global X MSCI Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GLCR | GlacierShares Nasdaq Iceland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Blend |
| PCCE | Polen Capital China Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PJECX | PGIM US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEQX | PGIM US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEZX | PGIM US Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GRHAX | Goehring & Rozencwajg Resources Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRHIX | Goehring & Rozencwajg Resources Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| POLEX | Polar Capital Emerging Market Strs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POLCX | Polar Capital Emerging Mkt Ex-Chn Strs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCSCX | Polar Capital International Small Com | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PCEM | Polen Capital Em Mkts ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PCIG | Polen Capital International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PGEIX | Polen Emerging Markets Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| QLTI | GMO International Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| POIIX | Polen International Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| POIRX | Polen International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PBSIX | Polen US Small Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSRX | Polen US Small Company Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSYX | Polen US Small Company Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBMIX | Polen US SMID Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| ZAP | Global X U.S. Electrification ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| SRET | Global X SuperDividend® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PMAQX | Principal MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREZX | PGIM Select Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SMDV | ProShares Russell 2000 Dividend Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FMCVX | Franklin Mutual Small-Mid Cap Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FVRMX | Franklin Mutual Small-Mid Cap Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FRMCX | Franklin Mutual Small-Mid Cap Val A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FMQQ | FMQQ The Next Frontier Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PAWZ | ProShares Pet Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMNAX | Gabelli Global Mini Mites A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| MLGLX | Gabelli Media Mogul A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| MOGLX | Gabelli Media Mogul | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GLDIX | Gabelli Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDCX | Gabelli Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDAX | Gabelli Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GGMMX | Gabelli Global Mini Mites I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GMNCX | Gabelli Global Mini Mites C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GAMNX | Gabelli Global Mini Mites AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| PFRSX | Principal Real Estate Securities Fd R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NETL | Fundamental Income Net Lease Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PEX | ProShares Global Listed Private Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| FTMSX | FullerThaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| EMDV | ProShares MSCI Emerg Mkts Div Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FCIVX | Frontier MFG Core Infrastructure Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FMGIX | Frontier MFG Core Infrastructure Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PJEAX | PGIM US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREQX | PGIM Select Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GPROX | Grandeur Peak Global Reach Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| PGJZX | PGIM Jennison Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLESX | GS Energy Infrastructure Fd R6 Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLERX | GS Energy Infrastructure Fd R Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GAMPX | GS Energy Infrastructure Fd P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLECX | GS Energy Infrastructure Fd C Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEAX | GS Energy Infrastructure Fd A Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HIPS | GraniteShares HIPS US High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| GUSYX | Grandeur Peak US Stalwarts Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GISOX | Grandeur Peak Intl Stalwarts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GISYX | Grandeur Peak Intl Stalwarts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGSOX | Grandeur Peak Global Stalwarts Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GGSYX | Grandeur Peak Global Stalwarts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPRIX | Grandeur Peak Global Reach Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GREZX | GuideStone Funds Global Rl Est Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GPGOX | Grandeur Peak Global Opportunities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPGIX | Grandeur Peak Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPMCX | Grandeur Peak Global Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GPGCX | Grandeur Peak Global Contrarian Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| GPEOX | Grandeur Peak Emerg Mkts Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GPEIX | Grandeur Peak Emerg Mkts Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PWJAX | PGIM Jennison International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJCX | PGIM Jennison International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PJIO | PGIM Jennison International Opps ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJRX | PGIM Jennison International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJBX | PGIM Jennison International Opps R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJDX | PGIM Jennison International Opps R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJQX | PGIM Jennison International Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJZX | PGIM Jennison International Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| GREYX | GuideStone Funds Global Rl Est Secs Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGJQX | PGIM Jennison Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PDECX | PGIM Jennison Emerging Markets Eq Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEZX | PGIM Jennison Emerging Markets Eq Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEQX | PGIM Jennison Emerging Markets Eq OppsR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEZX | Harding Loevner Instl Emerg Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFZX | Harding Loevner Frontier Emerg MktsInstZ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEMX | Harding Loevner Emerging Markets Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PRPAX | PGIM Jennison Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| IASMX | Guinness Atkinson Asia Focus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PRPCX | PGIM Jennison Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPQX | PGIM Jennison Energy Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPZX | PGIM Jennison Energy Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MEDI | Harbor Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| AREA | Harbor AlphaEdge Next Generatn REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SMLL | Harbor Active Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PJFM | PGIM Jennison Focused Mid-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PGJAX | PGIM Jennison Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJCX | PGIM Jennison Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| ICHKX | Guinness Atkinson China & Hong Kong | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| PRKZX | PGIM Real Estate Income Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| SREAX | PGIM Select Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SRECX | PGIM Select Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| PRKQX | PGIM Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIND | Goldman Sachs India Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| PRKCX | PGIM Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSBEX | Goldman Sachs Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSADX | Goldman Sachs Small Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAHX | Goldman Sachs Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAJX | Goldman Sachs Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBAX | Goldman Sachs Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBDX | Goldman Sachs Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKAX | PGIM Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPRX | Goldman Sachs MLP Energy Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPCX | Goldman Sachs MLP Energy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRUAX | PGIM Jennison Utility A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PCUFX | PGIM Jennison Utility C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JDURX | PGIM Jennison Utility R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUQX | PGIM Jennison Utility R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUZX | PGIM Jennison Utility Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FID | First Trust S&P Int Div Aristocrats ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HLMRX | Harding Loevner Intl Small Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| QASCX | Federated Hermes MDT Small Cap Core A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| FHKAX | Fidelity Advisor China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FIJYX | Fidelity Advisor Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTTX | Fidelity Advisor Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTIX | Fidelity Advisor Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTCX | Fidelity Advisor Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTAX | Fidelity Advisor Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYAUX | Rydex Utilities H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYUIX | Rydex Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SAREX | SA Real Estate Securities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CEFS | Saba Closed-End Funds ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| QISCX | Federated Hermes MDT Small Cap Core IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SLVYX | Saratoga Large Capitalization Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| QCSCX | Federated Hermes MDT Small Cap Core C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| IVFLX | Federated Hermes Intl Strat Val Div R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FHKIX | Fidelity Advisor China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IVFIX | Federated Hermes Intl Strat Val Div IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFCX | Federated Hermes Intl Strat Val Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFAX | Federated Hermes Intl Strat Val Div A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| SLVCX | Saratoga Large Capitalization Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SLCVX | Saratoga Large Capitalization Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FRIEX | Federated Hermes Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PIEFX | Federated Hermes Emerging Markets Eq IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FAMEX | FAM Dividend Focus Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FAIRX | Fairholme | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| LFSC | F/m Emerald Life Sciences Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| FCHKX | Fidelity Advisor China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKTX | Fidelity Advisor China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| RYPMX | Rydex Precious Metals Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYVIX | Rydex Energy Services Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| FIJDX | Fidelity Advisor Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDTX | Fidelity Advisor Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDIX | Fidelity Advisor Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDCX | Fidelity Advisor Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDAX | Fidelity Advisor Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIKKX | Fidelity Advisor Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRTX | Fidelity Advisor Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRIX | Fidelity Advisor Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRCX | Fidelity Advisor Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRAX | Fidelity Advisor Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RYMNX | Rydex Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYZCX | Rydex Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYMPX | Rydex Precious Metals H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYREX | Rydex Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FIQFX | Fidelity Advisor China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RYCRX | Rydex Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYHRX | Rydex Real Estate H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FIQPX | Fidelity Advisor Emerging Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEATX | Fidelity Advisor Emerging Asia M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERIX | Fidelity Advisor Emerging Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERCX | Fidelity Advisor Emerging Asia C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEAAX | Fidelity Advisor Emerging Asia A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FIQGX | Fidelity Advisor Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDTX | Fidelity Advisor Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDIX | Fidelity Advisor Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDGX | Fidelity Advisor Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDAX | Fidelity Advisor Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RYUTX | Rydex Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYCUX | Rydex Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| SCHY | Schwab International Dividend Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| RYVCX | Rydex Energy Services C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| EGLNX | Eagle Energy Infrastructure N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ECGIX | Eaton Vance Greater India C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ETGIX | Eaton Vance Greater India A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EICGX | Eaton Vance China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECCGX | Eaton Vance China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EVCGX | Eaton Vance China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| SPRE | SP Funds S&P Global REIT Sharia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWO | SPDR® Dow Jones® Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWX | SPDR® Dow Jones® International RelEstETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWR | SPDR® Dow Jones® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| JARSX | Easterly Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JARIX | Easterly Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JACRX | Easterly Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JAREX | Easterly Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| EGLIX | Eagle Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EILAX | Eaton Vance International Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EGLCX | Eagle Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EGLAX | Eagle Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KIE | SPDR® S&P Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| EGIIX | Eaton Vance Greater India I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EILIX | Eaton Vance International Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| EPDIX | EuroPac International Dividend Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EPDPX | EuroPac International Dividend Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EPGIX | EuroPac Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EPGFX | EuroPac Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| EPEIX | EP Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EPASX | EP Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMQQ | EMQQ The Emerging Markets Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EMRGX | Emerging Markets Growth Fund M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ADIV | SmartETFs Asia Pcfc Dvdnd Bldr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| EMGEX | Emerging Markets Growth Fund F-3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WTSGX | Segall Bryant & Hamill Small Cap Gr Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WISGX | Segall Bryant & Hamill Small Cap GrInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEEM | SEI Select Emerging Markets Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SLSDX | Selected International D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| SLSSX | Selected International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SURI | Simplify Propel Opportunities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| RYVAX | Rydex Energy Services H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYESX | Rydex Energy Services A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| FSCHX | Fidelity Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FPHAX | Fidelity Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSDPX | Fidelity Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSPCX | Fidelity Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSAGX | Fidelity Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FBIOX | Fidelity Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSRFX | Fidelity Select Transportation | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FESIX | Fidelity SAI Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSRJX | Fidelity SAI Real Estate Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FGKPX | Fidelity SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FRESX | Fidelity Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FPRO | Fidelity Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSRNX | Fidelity Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FUTY | Fidelity MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FREL | Fidelity MSCI Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWCIX | Redwheel Global Emerging Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RWCEX | Redwheel Global Emerging Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RPMFX | Reinhart Genesis PMV Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPMAX | Reinhart Genesis PMV Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSCOX | Fidelity International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PZIEX | Pzena Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZVEX | Pzena Emerging Markets Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZIIX | Pzena International Small Cap Value Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| PZVIX | Pzena International Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FCA | First Trust China AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| CNCR | Range Cancer Therapeutics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| COAL | Range Global Coal ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| FLIIX | First Sentier Global Listed Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FLIAX | First Sentier American Listed Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| OFOS | Range Global Offshore Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| INDF | Range India Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| RFIMX | Ranger Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RFISX | Ranger Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RAYC | Rayliant Quantamental China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FJSCX | Fidelity Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| FISMX | Fidelity International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RYOIX | Rydex Biotechnology Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RRSRX | Russell Inv Global Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FHETX | Fidelity Advisor Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHEIX | Fidelity Advisor Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHECX | Fidelity Advisor Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHEAX | Fidelity Advisor Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RGISX | Russell Inv Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIYX | Russell Inv Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RREAX | Russell Inv Global Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSCX | Russell Inv Global Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RETTX | Russell Inv Global Real Estate Secs M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FIJFX | Fidelity Advisor Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFTX | Fidelity Advisor Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFEX | Fidelity Advisor Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFCX | Fidelity Advisor Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFAX | Fidelity Advisor Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RRESX | Russell Inv Global Real Estate Secs S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGFTX | Russell Inv Global Infrastructure M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RREYX | Russell Inv Global Real Estate Secs Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RYBOX | Rydex Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYCFX | Rydex Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIQIX | Fidelity Advisor Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTISX | Fidelity Advisor Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIXIX | Fidelity Advisor Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FICSX | Fidelity Advisor Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIASX | Fidelity Advisor Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIQJX | Fidelity Advisor Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPTX | Fidelity Advisor Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPIX | Fidelity Advisor Intl Sm Cap Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPCX | Fidelity Advisor Intl Sm Cap Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPAX | Fidelity Advisor Intl Sm Cap Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RYOAX | Rydex Biotechnology H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIKJX | Fidelity Advisor Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RGCIX | Russell Inv Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IPOS | Renaissance International IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IPO | Renaissance IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| HAUS | Residential REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RHJSX | Rice Hall James Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RIVSX | River Oak Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| FEDDX | Fidelity Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSEAX | Fidelity Emerging Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FDRV | Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| SPCZ | RiverNorth Ehd PMgr SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| FDHT | Fidelity Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FHKCX | Fidelity China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RMBBX | RMB Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RBNAX | Robinson Opportunistic Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNCX | Robinson Opportunistic Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNNX | Robinson Opportunistic Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| OZEM | Roundhill GLP-1 & Weight Loss ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RGIAX | Russell Inv Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RSEFX | Royce Small-Cap Special Equity Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FSWAX | Fidelity Advisor Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYKX | Fidelity Advisor Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZIX | Fidelity Advisor Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYNX | Fidelity Advisor Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZZX | Fidelity Advisor Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| RVVHX | Royce Small-Cap Value Investment | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYSEX | Royce Small-Cap Special Equity Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BETZ | Roundhill Sports Betting & iGaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| RSEIX | Royce Small-Cap Special Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSQCX | Royce Small-Cap Special Equity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RMCFX | Royce Micro-Cap Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYOTX | Royce Micro-Cap Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYMCX | Royce Micro-Cap Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NERD | Roundhill Video Games ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| PDEAX | PGIM Jennison Emerging Markets Eq Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JEMKX | JHancock Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSLX | Morgan Stanley Inst Inception L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MFLLX | Morgan Stanley Inst Inception R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOIX | Morgan Stanley Inst International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| JEMGX | JHancock Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMNX | JHancock Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JABFX | JHancock Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JEMMX | JHancock Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMIX | Morgan Stanley Inst Next Gen Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMLX | Morgan Stanley Inst Next Gen Em Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JRE | Janus Henderson US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JSVTX | Janus Henderson Small-Mid Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSVSX | Janus Henderson Small-Mid Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSNX | Janus Henderson Small-Mid Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JVSIX | Janus Henderson Small-Mid Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSVDX | Janus Henderson Small-Mid Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABGX | JHancock Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JVSAX | Janus Henderson Small-Mid Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Materials Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| MCRTX | Morgan Stanley Insight R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| MSAUX | Morgan Stanley Inst Asia Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAWX | Morgan Stanley Inst Asia Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAQX | Morgan Stanley Inst Asia Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAYX | Morgan Stanley Inst Asia Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/Cohen & Steers U.S. Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Cohen & Steers U.S. Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSEPX | Morgan Stanley Inst Emerging Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JABIX | JHancock Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MGEMX | Morgan Stanley Inst Emerging Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRGEX | Morgan Stanley Inst Emerging Mkts IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSELX | Morgan Stanley Inst Emerging Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMMPX | Morgan Stanley Inst Emerging Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELAX | Morgan Stanley Inst EMkts Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMLX | Morgan Stanley Inst EMkts Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELIX | Morgan Stanley Inst EMkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSIWX | Morgan Stanley Inst EMkts Ldrs IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELSX | Morgan Stanley Inst EMkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIGPX | Morgan Stanley Inst Global Insgt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MSPTX | Morgan Stanley Inst Global Insgt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MIGIX | Morgan Stanley Inst Global Insgt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MIGLX | Morgan Stanley Inst Global Insgt L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| MGZZX | Morgan Stanley Inst Global Insgt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| JVSCX | Janus Henderson Small-Mid Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNL/WCM China Quality Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NBCE | Neuberger Berman China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NBGAX | Neuberger Berman Genesis Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRGEX | Neuberger Berman Genesis E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGIX | Neuberger Berman Genesis Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGNX | Neuberger Berman Genesis Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRGSX | Neuberger Berman Genesis R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGEX | Neuberger Berman Genesis Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NIOAX | Neuberger Berman Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOCX | Neuberger Berman Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOIX | Neuberger Berman Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIORX | Neuberger Berman Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMIX | Janus Henderson Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NESIX | Needham Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HEMDX | Janus Henderson Emerging Markets D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMCX | Janus Henderson Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMAX | Janus Henderson Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NRECX | Neuberger Berman Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NREEX | Neuberger Berman Real Estate E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRIX | Neuberger Berman Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRERX | Neuberger Berman Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRREX | Neuberger Berman Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRFX | Neuberger Berman Real Estate Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JASCX | James Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCGX | Jacob Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSIGX | Jacob Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JAMFX | Jacob Internet Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| JMCGX | Jacob Discovery Fd Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NESGX | Needham Small Cap Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEAGX | Needham Aggressive Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| NWSIX | Nationwide Small Company Growth InSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JDSRX | Janus Henderson Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSNX | Janus Henderson Small Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GURAX | NAA Risk Managed Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURCX | NAA Risk Managed Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURIX | NAA Risk Managed Rl Estt Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NWHZX | Nationwide Geneva Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKDX | Nationwide Geneva Small Cap Gr Instl Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKCX | Nationwide Geneva Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSAX | Nationwide Small Company Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRFAX | Natixis AEW Global Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NEAIX | Needham Aggressive Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRCFX | Natixis AEW Global Focused Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFNX | Natixis AEW Global Focused Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFYX | Natixis AEW Global Focused Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERTX | Janus Henderson Global Real Estate T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERSX | Janus Henderson Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERNX | Janus Henderson Global Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERIX | Janus Henderson Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNGSX | Janus Henderson Global Real Estate D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERCX | Janus Henderson Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERAX | Janus Henderson Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NEFJX | Natixis Vaughan Nelson Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEJCX | Natixis Vaughan Nelson Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSCNX | Natixis Vaughan Nelson Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NEJYX | Natixis Vaughan Nelson Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/WCM China Quality Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BILD | Macquarie Global Listed Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| MEM | Matthews Emerging Markets Eq Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEFX | Matthews Emerging Markets Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEGMX | Matthews Emerging Markets Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMX | Matthews Emerging Markets Ex Chn Act ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSF | Matthews Emerging Markets Sus Fut ActETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MKOR | Matthews Korea Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| MRAGX | Meridian Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRCGX | Meridian Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRRGX | Meridian Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRIGX | Meridian Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MERDX | Meridian Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLCX | MFS Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| LLSCX | Longleaf Partners Small-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| LLINX | Longleaf Partners International | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| LLGLX | Longleaf Partners Global | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| LPRE | Long Pond Real Estate Select ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| LSPIX | LoCorr Spectrum Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPCX | LoCorr Spectrum Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPAX | LoCorr Spectrum Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| MGLIX | MFS Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MEMS | Matthews Emerging Markets Discv Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ASCGX | Lisanti Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MINV | Matthews Asia Innovators Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MCEMX | Martin Currie Emerging Markets IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEIX | Martin Currie Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEFIX | Martin Currie Emerging Markets FI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCECX | Martin Currie Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MACEX | Martin Currie Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRFOX | Marshfield Concentrated Opportunity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Blend |
| CEIZX | Manning & Napier Callodine Equity Inc Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CEISX | Manning & Napier Callodine Equity Inc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CEIIX | Manning & Napier Callodine Equity Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| IMLPX | MainGate MLP I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLCPX | MainGate MLP C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLPX | MainGate MLP A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MIPIX | Matthews Asia Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MAPIX | Matthews Asia Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MITEX | Matthews Asia Innovators Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MICHX | Matthews China Small Companies Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MATFX | Matthews Asia Innovators Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MCH | Matthews China Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHS | Matthews China Discovery Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICDX | Matthews China Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCDFX | Matthews China Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICFX | Matthews China Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHFX | Matthews China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCSMX | Matthews China Small Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IRSYX | Macquarie Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSEX | Macquarie Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSRX | Macquarie Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IREIX | Macquarie Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSCX | Macquarie Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSAX | Macquarie Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MGLJX | MFS Global Real Estate R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| LSAT | LeaderShares® AlphaFctr® Tctcl Fcsd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MSDMX | Morgan Stanley Emerging Mkt ex China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MCTOX | Modern Capital Tactical Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MCTDX | Modern Capital Tactical Income ADV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MOWIX | Moerus Worldwide Value Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MOWNX | Moerus Worldwide Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MPEMX | Mondrian Emerging Markets Value Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGIFX | Mondrian Global Listed Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MDOAX | Morgan Stanley Developing Opportunity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOBX | Morgan Stanley Developing Opportunity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOEX | Morgan Stanley Developing Opportunity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDODX | Morgan Stanley Developing Opportunity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDQX | Morgan Stanley Emerging Mkt ex China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDOX | Morgan Stanley Emerging Mkt ex China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDUX | Morgan Stanley Emerging Mkt ex China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSJAX | Morgan Stanley Global Endurance A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MIDSX | Midas Discovery Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| MSJCX | Morgan Stanley Global Endurance C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJIX | Morgan Stanley Global Endurance I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MSJSX | Morgan Stanley Global Endurance R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| CPOAX | Morgan Stanley Insight A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| JCHI | JPMorgan Active China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MSCMX | Morgan Stanley Insight C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| CPODX | Morgan Stanley Insight I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| MBIRX | Morgan Stanley Insight IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| CPOCX | Morgan Stanley Insight L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| JOMMX | JOHCM Emerging Mkts Discovery Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOMEX | JOHCM Emerging Mkts Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MMUKX | MFS Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| HLPPX | LDR Real Estate Value Opportunity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KURE | KraneShares MSCI All China Hlth Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HLRRX | LDR Real Estate Value Opportunity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MGLKX | MFS Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLLX | MFS Global Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLMX | MFS Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLRX | MFS Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GLFOX | Lazard Global Listed Infrastructure Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLIFX | Lazard Global Listed Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RLEOX | Lazard Emerging Markets Core Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEOX | Lazard Emerging Markets Core Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEIX | Lazard Emerging Markets Core Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDMOX | Lazard Developing Markets Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDMIX | Lazard Developing Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LGHT | Langar Global HealthTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| KSTR | KraneShares SSE STAR Market 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KLIP | KraneShares KWEB Covered Call Strat ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMUJX | MFS Utilities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUFX | MFS Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUHX | MFS Utilities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUIX | MFS Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUBX | MFS Utilities B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| DVDN | Kingsbarn Dividend Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KTEC | KraneShares Hang Seng TECH ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KCRIX | Knights of Columbus Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KBA | KraneShares Bosera MSCIChinaA50CntIdETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KWEB | KraneShares CSI China Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| KEMQ | KraneShares Em Mkts Cnsmr Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| KLXY | KraneShares Global Luxury Index ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| JMIGX | Jacob Discovery Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| HLMSX | Harding Loevner Intl Small Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASQRX | Invesco EQV Asia Pacific Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| CSHCX | NYLI Cushing® MLP Premier Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PIE | Invesco DW Emerging Markets Momt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CSHZX | NYLI Cushing® MLP Premier Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHNX | NYLI Cushing® MLP Premier Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PTH | Invesco Dorsey Wright Healthcare MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderate Allocation |
| PBE | Invesco Biotechnology & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAI | Intelligent Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RISN | Inspire Tactical Balanced ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| GLRY | Inspire Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| INQQ | INQQ The India Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| FCIWX | NYLI PineStone International Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIKX | NYLI PineStone International Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIRX | NYLI PineStone International Equity Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CSHAX | NYLI Cushing® MLP Premier Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| FCIUX | NYLI PineStone International Equity Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| OGMIX | Invesco Gold & Special Minerals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRIX | NYLI CBRE Global Infrastructure Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| KBWP | Invesco KBW Property & Casualty Ins ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IQRA | NYLI CBRE Real Assets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CLARX | NYLI CBRE Real Estate Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRCRX | NYLI CBRE Real Estate Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRARX | NYLI CBRE Real Estate Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VREQX | NYLI CBRE Real Estate Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRVRX | NYLI CBRE Real Estate Fund Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PGJ | Invesco Golden Dragon China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OGMYX | Invesco Gold & Special Minerals Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| OGMNX | Invesco Gold & Special Minerals R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMCX | Invesco Gold & Special Minerals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OPGSX | Invesco Gold & Special Minerals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FCICX | NYLI PineStone International Equity Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIHX | NYLI PineStone International Equity Cl P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MCYVX | NYLI Candriam Emerging Markets Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PWEAX | PACE International Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCEMX | PACE International Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PWETX | PACE International Em Mkts Eq P2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PQUAX | PACE Small/Medium Co Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PCSGX | PACE Small/Medium Co Growth Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SRVR | Pacer Benchmark Data&Infras RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ODDS | Pacer BlueStar Digital Entertainment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| ECOW | Pacer Emerging Markets Cash Cows 100 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PREAX | PACE Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GEME | Pacific NoS Global EM Equity Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAPPX | Papp Small & Mid-Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PVIVX | Paradigm Micro-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PFSLX | Paradigm Select | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PVFAX | Paradigm Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PDFDX | Perkins Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PRCGX | Perritt MicroCap Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PURAX | PGIM Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURCX | PGIM Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURRX | PGIM Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PUREX | PGIM Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURGX | PGIM Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRQX | PGIM Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURZX | PGIM Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PREQX | PACE Global Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| WAGNX | Pabrai Wagons Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| ICTVX | ICON Utilities and Income Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| HDSIX | Hodges Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ICTUX | ICON Utilities and Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ISTAX | ICON Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| IOLZX | ICON Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| RIET | Hoya Capital High Dividend Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MOPAX | NYLI WMC Small Companies Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPCX | NYLI WMC Small Companies Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SPAQ | Horizon Kinetics SPAC Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MEDX | Horizon Kinetics Medical ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MOPIX | NYLI WMC Small Companies Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOINX | NYLI WMC Small Companies Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HRITX | Hood River International Opportunity Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRIIX | Hood River International Opportunity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRIOX | Hood River International Opp Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HDPSX | Hodges Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HSFNX | Hennessy Small Cap Financial Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| WGNIX | Pabrai Wagons Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| HISFX | Hennessy Small Cap Financial Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HMSFX | Hennessy Midstream Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMSIX | Hennessy Midstream Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HJPSX | Hennessy Japan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HJSIX | Hennessy Japan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| OBCHX | Oberweis China Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OCHIX | Oberweis China Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OBIIX | Oberweis International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OBIOX | Oberweis International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OCMAX | OCM Gold Atlas | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OCMGX | OCM Gold Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OAEM | OneAscent Emerging Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| OSCV | Opus Small Cap Value Plus ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| OSTGX | Osterweis Opportunity Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VCRAX | NYLI CBRE Global Infrastructure Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MCYSX | NYLI Candriam Emerging Markets Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TEMSX | Nuveen Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NSDVX | North Star Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWZS | iShares MSCI Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EWZ | iShares MSCI Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| NMMGX | Northern Multi-Manager Glbl Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| TEMRX | Nuveen Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMHX | Nuveen Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMPX | Nuveen Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMLX | Nuveen Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| EQLT | iShares MSCI Emerging Mkts Qual Fac ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TEMVX | Nuveen Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FGIYX | Nuveen Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIWX | Nuveen Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BREBX | iShares FTSE NAREIT All Eq REIT Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJCX | Nuveen Global Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJFX | Nuveen Global Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ADVGX | North Square Select Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NKMCX | North Square Kennedy MicroCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| IHI | iShares US Medical Devices ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IAK | iShares US Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| NBSM | Neuberger Berman Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IYT | iShares Transportation Average ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| ICF | iShares Select U.S. REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MCYIX | NYLI Candriam Emerging Markets Eq Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IARFX | Invesco Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | Nuveen Real Estate Sec Sel Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIREX | Nuveen Real Estate Sec Sel R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRSX | Nuveen Real Estate Sec Sel Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREAX | Nuveen Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLCX | Nuveen Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FARCX | Nuveen Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREGX | Nuveen Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RSPR | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NURE | Nuveen Short-Term REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RSPU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RSPM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IARYX | Invesco Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARIX | Invesco Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PSCF | Invesco S&P SmallCap Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IARRX | Invesco Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARCX | Invesco Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NSCAX | Nuveen Small-Cap Value Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCCX | Nuveen Small-Cap Value Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCRX | Nuveen Small-Cap Value Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PXJ | Invesco Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| NSCFX | Nuveen Small-Cap Value Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MCYAX | NYLI Candriam Emerging Markets Eq Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYCX | NYLI Candriam Emerging Markets Eq Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PSCH | Invesco S&P SmallCap Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ICOP | iShares Copper and Metals Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| IRET | iREIT MarketVector Quality REIT Idx ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| MLPZX | Invesco SteelPath MLP Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPDX | Invesco SteelPath MLP Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPOX | Invesco SteelPath MLP Alpha Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPAX | Invesco SteelPath MLP Alpha R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TCREX | Nuveen Real Estate Sec Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| Invesco SteelPath MLP & Enrgy Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| NRIFX | Nuveen Real Asset Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRIIX | Nuveen Real Asset Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NRICX | Nuveen Real Asset Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| NRIAX | Nuveen Real Asset Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Moderately Conservative Allocation |
| CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| MLPAX | Invesco SteelPath MLP Alpha A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPNX | Invesco SteelPath MLP Alpha Plus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPLX | Invesco SteelPath MLP Alpha Plus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPMX | Invesco SteelPath MLP Alpha Plus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPPX | Invesco SteelPath MLP Alpha Plus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RYVFX | Royce Small-Cap Value Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| REMX | VanEck Rare Earth & Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NLR | VanEck Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| BDFFX | Baron Discovery Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BDFUX | Baron Discovery R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BDFIX | Baron Discovery Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSGSX | Baird Small/Mid Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BSGIX | Baird Small/Mid Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| DESK | VanEck Office and Commercial REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRTPX | Vanguard Real Estate II Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSIX | Vanguard Real Estate Index Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ADVLX | Vaughan Nelson International Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| ADVJX | Vaughan Nelson International Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| VESAX | VELA Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VESMX | VELA Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| BEMVX | Barrow Hanley Emerging Markets Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BINDX | Baron India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BINRX | Baron India Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BINUX | Baron India R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ALIL | Argent Focused Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTMX | Artisan Mid Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| APHMX | Artisan Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| APDMX | Artisan Mid Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| APFDX | Artisan Global Discovery Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| APHDX | Artisan Global Discovery Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| APDDX | Artisan Global Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SSGSX | Victory Sycamore Small Company Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| VSOIX | Victory Sycamore Small Company Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GOGFX | Victory Sycamore Small Company Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| EMQAX | Ashmore Emerging Markets Active Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ARMIX | ARGA Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VSORX | Victory Sycamore Small Company Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| VSOYX | Victory Sycamore Small Company Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| MISAX | Victory Trivalent International Sm-Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MCISX | Victory Trivalent International Sm-Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MISIX | Victory Trivalent International Sm-Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NDIV | Amplify Natural Resources Div Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BATT | Amplify Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EMQCX | Ashmore Emerging Markets Active Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AUERX | Auer Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| NRSH | Aztlan NA Nearshoring Stk Sel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| RINC | AXS Real Estate Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AVEMX | Ave Maria Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| EFEIX | Ashmore Emerging Mkts Frontier Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMQIX | Ashmore Emerging Markets Active Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFECX | Ashmore Emerging Mkts Frontier Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFEAX | Ashmore Emerging Mkts Frontier Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESCIX | Ashmore Emerging Markets Sm Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESSCX | Ashmore Emerging Markets Sm Cp Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESSAX | Ashmore Emerging Markets Sm Cp Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMFIX | Ashmore Emerging Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMECX | Ashmore Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMEAX | Ashmore Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXIX | Ashmore Emerging Markets Eq ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXCX | Ashmore Emerging Markets Eq ex Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXAX | Ashmore Emerging Markets Eq ex Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| Transamerica International Focus I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TMLAX | Transamerica Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMCLX | Transamerica Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMLPX | Transamerica Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSVX | Brown Capital Mgmt Intl Sm Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BCSFX | Brown Capital Mgmt Intl Sm Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| Transamerica Energy Infrastructure I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TGRHX | Transamerica International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRGX | Transamerica International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRFX | Transamerica International Focus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TSLSX | Transamerica International Sm Cp Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLRYX | Brookfield Global Listed Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BLRCX | Brookfield Global Listed Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BLRAX | Brookfield Global Listed Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BGLYX | Brookfield Global Listed InfrastructureI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BGLCX | Brookfield Global Listed InfrastructureC | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BGLAX | Brookfield Global Listed InfrastructureA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BQMGX | Bright Rock Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| TORCX | Tortoise Energy Infrastructure TR C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORIX | Tortoise Energy Infrastructure TR Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TPZ | Tortoise Essential Energy Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| TBLU | Tortoise Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| TPYP | Tortoise North American Pipeline | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| BLDG | Cambria Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CAMMX | Cambiar SMID Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CAMUX | Cambiar SMID Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CAMSX | Cambiar Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CAMZX | Cambiar Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| TEMX | Touchstone Sands Cap EM ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CMERX | Calvert Emerging Markets Fcs Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMEIX | Calvert Emerging Markets Fcs Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMCX | Calvert Emerging Markets Fcs Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMAX | Calvert Emerging Markets Fcs Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BRUSX | Bridgeway Ultra-Small Company | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| UMI | USCF Midstream Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VVSGX | VALIC Company I Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| UNWPX | US Global Investors World Prec Mnral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DLDRX | BNY Mellon Natural Resources I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RTSGX | Transamerica Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| RNWZ | TrueShares Eagle Glbl Rnwbls Engy IncETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| TSWMX | TSW Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DLDYX | BNY Mellon Natural Resources Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDCX | BNY Mellon Natural Resources C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| USERX | US Global Investors Gld & Prec Mtls | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| DNLAX | BNY Mellon Natural Resources A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BKGI | BNY Mellon Global Infras Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMKX | BNY Mellon Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEGX | BNY Mellon Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| GOAU | US Global GO GOLD and Prec Mtl Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MLXAX | Catalyst Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WMICX | Wasatch Micro Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WGICX | Wasatch Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMWX | WCM Focused Emerging Mkts Ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AVALX | Aegis Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| YOLO | AdvisorShares Pure Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EQIIX | Allspring Emerging Markets Eq Advtg Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Advtg C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Advtg Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIAX | Allspring Emerging Markets Eq Advtg A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWRX | Allspring Discovery Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PSIL | AdvisorShares Psychedelics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCAVX | AB Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBEIX | William Blair Emerging Mkts Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBENX | William Blair Emerging Mkts Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIEMX | William Blair Emerging Mkts Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| SCCVX | AB Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCYVX | AB Small Cap Value Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| WXCIX | William Blair Emerg Mkts ex China Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| WTRE | WisdomTree New Economy Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EMCS | Xtrackers MSCI EMs Climate Selection ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| DDDCX | 13D Activist C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| DDDIX | 13D Activist I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABLS | Abacus FCF Small Cap Leaders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HVAC | AdvisorShares HVAC and Industrials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| CPVCX | abrdn International Small Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WCMLX | WCM Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WCMNX | WCM Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| GNSRX | abrdn US Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXIX | abrdn US Small Cap Equity Inst Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSCIX | abrdn US Small Cap Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXCX | abrdn US Small Cap Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXAX | abrdn US Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AIGYX | abrdn Real Estate Fund Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AIAGX | abrdn Real Estate Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| WPVAX | abrdn International Small Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ABNIX | abrdn International Small Cp Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WVCCX | abrdn International Small Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GOPAX | abrdn China A Share Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AFSC | abrdn Focused U.S. Small Cap Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGSX | Westwood Quality SmallCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WWSYX | Westwood Quality SmallCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MDST | Westwood Salient Enhanced Mid Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMAPX | Westwood Salient MLP & Engy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMFPX | Westwood Salient MLP & Engy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMLPX | Westwood Salient MLP & Engy Infras Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMRPX | Westwood Salient MLP & Engy Infras Ultr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AGEM | abrdn Emerging Markets Dividend Act ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPRX | abrdn China A Share Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPIX | abrdn China A Share Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPCX | abrdn China A Share Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EQIRX | Allspring Emerging Markets Eq Advtg R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ANOIX | American Century Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PKSCX | Virtus KAR Small-Cap Core C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKSFX | Virtus KAR Small-Cap Core I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSCRX | Virtus KAR Small-Cap Core R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSAX | Virtus KAR Small-Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSCX | Virtus KAR Small-Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PKSAX | Virtus KAR Small-Cap Core A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ANOHX | American Century Small Cap Growth G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOAX | American Century Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXQSX | Virtus KAR Small-Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VQSRX | Virtus KAR Small-Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AEMOX | Virtus EM Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGIUX | Virtus Duff & Phelps Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRIX | Virtus Duff & Phelps Real Estate Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AOTIX | Virtus EM Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AOTAX | Virtus Emerging Markets Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AOTCX | Virtus Emerging Markets Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| RGSCX | Virtus KAR Global Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| DGSCX | Virtus KAR Global Small-Cap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ZEMIX | American Beacon Ninety One Emr Mkts EqR5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMAX | American Beacon Ninety One Emr Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMRX | American Beacon Ninety One Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RAAIX | Altegris/AACA Opportunistic Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAACX | Altegris/AACA Opportunistic Real Estt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAAAX | Altegris/AACA Opportunistic Real Estt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VVPSX | Vulcan Value Partners Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VVISX | Vulcan Value Partners Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LCSMX | Martin Currie SMA-Shares Series EM | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HIEMX | Virtus SGA Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VREMX | Virtus SGA Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| VSGEX | Virtus SGA International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TORTX | Tortoise Energy Infrastructure TR A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PICEX | Virtus SGA Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MLXCX | Catalyst Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AUMI | Themes Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| CREHX | Columbia Real Estate Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| AIRL | Themes Airlines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| COPA | Themes Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FINE | Themes European Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| LIMI | Themes Lithium & Battery Metal Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AGMI | Themes Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| URAN | Themes Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| REIFX | Third Avenue International RE Val Fndrs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REIZX | Third Avenue International RE Val Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TAREX | Third Avenue Real Estate Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TVRVX | Third Avenue Real Estate Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TARZX | Third Avenue Real Estate Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TASCX | Third Avenue Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TVSVX | Third Avenue Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLB | The Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CCRIX | Columbia Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CCMAX | Conestoga Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CMCMX | Conestoga Discovery Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CMIRX | Conestoga Discovery Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CNZLX | Commonwealth Australia/New Zealand | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CAFRX | Commonwealth Africa | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| LUX | Tema Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| CMSHX | Columbia Small Cap Growth S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSGYX | Columbia Small Cap Growth Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ZIG | The Acquirers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CMSCX | Columbia Small Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CGOAX | Columbia Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CANC | Tema Oncology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| UMEBX | Columbia Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CCALX | Conestoga Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CSRE | Cohen & Steers Real Estate Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TASZX | Third Avenue Small Cap Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TAVFX | Third Avenue Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TVFVX | Third Avenue Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TAVZX | Third Avenue Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| CCIDX | Columbia Acorn International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CCMMX | Conestoga Mid Cap Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CCASX | Conestoga Small Cap Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| THMGX | Thornburg Emerging Markets Mgd Acct SMA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DCEMX | Dunham Emerging Markets Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| URNJ | Sprott Junior Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LITP | Sprott Lithium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NIKL | Sprott Nickel Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SLVR | Sprott Silver Mnrs & Physical Silver ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| URNM | Sprott Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DNREX | Dunham Real Estate Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DCREX | Dunham Real Estate Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DAREX | Dunham Real Estate Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DNEMX | Dunham Emerging Markets Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DAEMX | Dunham Emerging Markets Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| COPJ | Sprott Junior Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SPYGX | Spyglass Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| SRHR | SRH REIT Covered Call ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DMCRX | Driehaus Micro Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DRESX | Driehaus Emerging Markets Small Cap Gr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| STMMX | Sterling Capital Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STMOX | Sterling Capital Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DGIFX | Disciplined Growth Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Aggressive Allocation |
| DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| STMDX | Sterling Capital Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SGDJ | Sprott Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDM | Sprott Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| DHSYX | Diamond Hill Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SOAUX | Spirit of America Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| SLAFX | DWS Latin America Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLARX | DWS Latin America Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLAPX | DWS Latin America Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLANX | DWS Latin America Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| XTN | SPDR® S&P Transportation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| SOCUX | Spirit of America Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SGDLX | Sprott Gold Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SOIUX | Spirit of America Utilts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| GBUG | Sprott Active Gold & Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| COPP | Sprott Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SETM | Sprott Critical Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SGDIX | Sprott Gold Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SCREX | Sterling Capital Rl Estt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DHSCX | Diamond Hill Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| CEMGX | Cullen Emerging Markets High Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DSCPX | Davenport Small Cap Focus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CEMDX | Cullen Emerging Markets High Div Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMFX | Cullen Emerging Markets High Div I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SPC | CrossingBridge Pre-Merger SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| MRESX | Cromwell CenterSquare Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRASX | Cromwell CenterSquare Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| CGRO | CoreValues Alpha Greater China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| CSMD | Congress SMid Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DHSIX | Diamond Hill Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DFSLX | DF Dent Small Cap Growth Instl Pls | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DFDSX | DF Dent Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFSGX | DF Dent Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TPVIX | Timothy Plan Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIMDX | Clarkston Founders Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CCCCX | Center Coast Brookfield Midstream Foc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MLXIX | Catalyst Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CFMDX | Clarkston Founders Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| TIGVX | Thornburg International Growth R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPTX | Champlain Strategic Focus Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| TXUG | Thornburg International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPLNX | Timothy Plan Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CCCNX | Center Coast Brookfield Midstream Foc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CISMX | Clarkston Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CCCAX | Center Coast Brookfield Midstream Foc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| CFSMX | Clarkston Partners Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| TSVCX | Timothy Plan Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MSGUX | Morgan Stanley Inst Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSEQX | Morgan Stanley Inst Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGHRX | Morgan Stanley Inst Growth IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSHLX | Morgan Stanley Inst Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| MSEGX | Morgan Stanley Inst Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGQSX | Morgan Stanley Inst Global Stars R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQLX | Morgan Stanley Inst Global Stars L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQIX | Morgan Stanley Inst Global Stars I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MSGQX | Morgan Stanley Inst Global Stars C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGQAX | Morgan Stanley Inst Global Stars A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Blend |
| MGTSX | Morgan Stanley Inst Global Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGGLX | Morgan Stanley Inst Global Opp L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGORX | Morgan Stanley Inst Global Opp IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGRPX | Morgan Stanley Inst Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSQLX | Morgan Stanley Inst International Eq L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VERS | ProShares Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Technology |
| VNUYX | Vontobel U.S. Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PGIIX | Polen Global Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| PGIRX | Polen Global Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| THIGX | Thornburg Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MSIAX | Morgan Stanley Inst Intl Advtg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MFAPX | Morgan Stanley Inst Intl Advtg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| UEPSX | ProFunds Europe 30 Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| TVOCX | Touchstone Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOAX | Touchstone Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| MIQPX | Morgan Stanley Inst International Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSOPX | Morgan Stanley Inst Global Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MSIQX | Morgan Stanley Inst International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSECX | Morgan Stanley Inst International Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MIQBX | Morgan Stanley Inst International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| STPAX | Saratoga Technology & Comm A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| STPCX | Saratoga Technology & Comm C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| MGGIX | Morgan Stanley Inst Global Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| UEPIX | ProFunds Europe 30 Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MADSX | Morgan Stanley Inst Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MAPLX | Morgan Stanley Inst Advantage L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MPAIX | Morgan Stanley Inst Advantage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MSPRX | Morgan Stanley Inst Advantage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MAPPX | Morgan Stanley Inst Advantage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| SIGIX | Seafarer Overseas Gr and Income Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| UMMA | Wahed Dow Jones Islamic World ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
| USMC | Principal US Mega-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 4 | X | Large Blend |
| PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PSMLX | Principal SmallCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| SFGRX | Seafarer Overseas Gr and Income Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PGBHX | Principal Blue Chip R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| STRMX | Sterling Capital Mid Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| OVEIX | Sterling Capital Mid Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| SIVLX | Seafarer Overseas Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFVLX | Seafarer Overseas Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFGIX | Seafarer Overseas Gr and Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BOPAX | Sterling Capital Special Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| ICSSX | VY® Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| MSFLX | Morgan Stanley Inst Global Franchise L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MGGPX | Morgan Stanley Inst Global Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MSALX | Morgan Stanley Inst Intl Advtg L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| STPIX | Saratoga Technology & Comm I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Global Large-Stock Blend |
| PSCNX | Penn Capital Special Sits Sm Cp Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MGISX | Morgan Stanley Inst Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSFAX | Morgan Stanley Inst Global Franchise I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| BOPCX | Sterling Capital Special Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| MSGFX | Morgan Stanley Inst Global Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| MSFBX | Morgan Stanley Inst Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| GGEFX | Summitry Equity Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| SHOC | Strive U.S. Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| STRSX | Sterling Capital Special Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| BOPIX | Sterling Capital Special Opps Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| MFAIX | Morgan Stanley Inst Intl Advtg I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MLNCX | Morgan Stanley Instl Glbl Concntr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| IDVSX | Morgan Stanley Inst Intl Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| RYAZX | Rydex S&P SmallCap 600 Pure Value H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| RYRIX | Rydex Retailing Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYSVX | Rydex S&P SmallCap 600 Pure Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYYCX | Rydex S&P SmallCap 600 Pure Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| NREMX | Neuberger Berman Emerg Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NBDS | Neuberger Berman Disrupters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| TDVFX | Towle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| RYTSX | Rydex Transportation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGACX | Virtus SGA Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGAPX | Virtus SGA Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| RYCNX | Rydex Transportation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYPAX | Rydex Transportation H | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| RYPIX | Rydex Transportation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Industrials |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| TVLYX | Touchstone Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| ANJIX | Virtus NFJ International Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| TRZKX | T. Rowe Price International Discovery Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSNAX | Neuberger Berman Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AFJAX | Virtus NFJ International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| AFJCX | Virtus NFJ International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| ANAVX | Virtus NFJ International Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| TIDDX | T. Rowe Price International Discovery I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| PLAEX | Plumb Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| RYRTX | Rydex Retailing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRCX | Rydex Retailing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRAX | Rydex Retailing H | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| PRIDX | T. Rowe Price International Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| NBJP | Neuberger Berman Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderate Allocation |
| TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 5 | X | Communications |
| MSVEX | Morgan Stanley Vitality Portfolio A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| VNIYX | Vontobel International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNUAX | Vontobel U.S. Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| VNUIX | Vontobel U.S. Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| SFPAX | Saratoga Financial Service A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| MUSQ | MUSQ Global Music Industry Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Miscellaneous Sector |
| SFPCX | Saratoga Financial Service C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| MUHLX | Muhlenkamp | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| MSVOX | Morgan Stanley Vitality Portfolio R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVDX | Morgan Stanley Vitality Portfolio I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVMX | Morgan Stanley Vitality Portfolio C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSCZX | Morgan Stanley Intl Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| VNIAX | Vontobel International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| MSDKX | Morgan Stanley Intl Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDEX | Morgan Stanley Intl Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDFX | Morgan Stanley Intl Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MLNSX | Morgan Stanley Instl Glbl Concntr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| MLNIX | Morgan Stanley Instl Glbl Concntr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| OVEAX | Sterling Capital Mid Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| MLNAX | Morgan Stanley Instl Glbl Concntr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Growth |
| SFPIX | Saratoga Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SHPAX | Saratoga Health & Biotechnology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHPCX | Saratoga Health & Biotechnology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SBHIX | Saratoga Health & Biotechnology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VNIIX | Vontobel International Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNGYX | Vontobel Global Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| VWID | Virtus WMC International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 2 | X | Foreign Large Value |
| TVLAX | Touchstone Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| AIS | VistaShares Artfcl Intlgc Supercycle ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Technology |
| VOLMX | Volumetric | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Large Blend |
| VNEAX | Vontobel Global Environmental Change A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 1 | X | Consumer Defensive |
| TVLRX | Touchstone Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLIX | Touchstone Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| PLIEX | Plumb Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Blend |
| TVLCX | Touchstone Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| PLBEX | Plumb Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| VNGIX | Vontobel Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| KDEF | PLUS Korea Defense Industry Index ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TVOYX | Touchstone Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOIX | Touchstone Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TINY | ProShares Nanotechnology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| VNEIX | Vontobel Global Environmental Change Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNEYX | Vontobel Global Environmental Change Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNGAX | Vontobel Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| ANEW | ProShares MSCI Trnsfmtnl Chngs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Large Growth |
| PCGG | Polen Capital Global Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 5 | X | Communications |
| OVECX | Sterling Capital Mid Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SFVRX | Seafarer Overseas Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| BRSJX | MFS Blended Research Small Cap Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSHX | MFS Blended Research Small Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSBX | MFS Blended Research Small Cap Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSDX | MFS Blended Research Small Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MSVIX | Mesirow Small Company Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| SPUS | SP Funds S&P 500 Sharia Industry Ex ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 10 | 8 | X | Large Growth |
| WOGSX | White Oak Select Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Blend |
| TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SPTE | SP Funds S&P Global Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| TEKX | SPDR Galaxy TransformativeTechAcclrtrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| MVALX | Meridian Contrarian Legacy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCIX | Meridian Contrarian Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCCX | Meridian Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCAX | Meridian Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MEFOX | Meehan Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 5 | X | Large Blend |
| MAPTX | Matthews Pacific Tiger Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIPTX | Matthews Pacific Tiger Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIA | Matthews Pacific Tiger Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MJFOX | Matthews Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WHGMX | Westwood Quality SMidCap Fund Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| WWSMX | Westwood Quality SMidCap Fund Ultra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSSIX | SouthernSun Small Cap, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSSFX | SouthernSun Small Cap, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEIX | SouthernSun U.S. Equity, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEFX | SouthernSun U.S. Equity, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMJX | MFS Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMHX | MFS Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMGX | MFS Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMFX | MFS Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMRX | MFS Emerging Markets Equity R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMIX | MFS Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMCX | MFS Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMBX | MFS Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMAX | MFS Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| MIJFX | Matthews Japan Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
| MPACX | Matthews Asia Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| MIAPX | Matthews Asia Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| TAAGX | Timothy Plan Small/Mid Cap Growth Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| ADVE | Matthews Asia Dividend Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Diversified Pacific/Asia |
| MXXVX | Matthew 25 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Blend |
| MMOGX | MassMutual Small Cap Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSVYX | MassMutual Small Cap Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSCDX | MassMutual Small Cap Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MOORX | MassMutual Small Cap Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MCCRX | MassMutual Small Cap Opps R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| INFFX | Tortoise Energy Infrastructure and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFRX | Tortoise Energy Infrastructure and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TSME | Thrivent Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| MSOOX | MassMutual Small Cap Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| ASHR | Xtrackers Harvest CSI 300 China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
| MSCLX | MassMutual Small Cap Opps Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Technology |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
| UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| YCGEX | YCG Enhanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| INFIX | Tortoise Energy Infras and Inc Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TIAGX | Timothy Plan Small/Mid Cap Growth Cl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| DWX | SPDR® S&P® International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| JPAN | Matthews Japan Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| SACRX | Spirit of America Real Estate Inc&Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDE | Matthews India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| SIIEX | Touchstone International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| TOIIX | Touchstone International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| SWFCX | Touchstone International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| SWRLX | Touchstone International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Foreign Large Value |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | V | Global Large-Stock Blend |
| SOIAX | Spirit of America Real Estate Inc&Gr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SOAAX | Spirit of America Real Estate Inc & Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Large-Stock Value |
| DEM | WisdomTree Emerging Markets High Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EPI | WisdomTree India Earnings ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| SPRX | Spear Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Health |
| XHB | SPDR® S&P Homebuilders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| SSHFX | Sound Shore Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SBEMX | Segall Bryant & Hamill Em Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MRVAX | Mirova International Megatrends A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| MDPL | Monarch Dividend Plus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Mid-Cap Value |
| CNAV | Mohr Company Nav ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Blend |
| TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| BOGIX | SGI Small Cap Core Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| Sprucegrove International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| WGIVX | Wasatch International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| WAIVX | Wasatch International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| MAVKX | MoA Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| Sprucegrove International Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| MRVYX | Mirova International Megatrends Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| MRVNX | Mirova International Megatrends N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Foreign Large Blend |
| ESGYX | Mirova Global Megatrends Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 5 | V | Global Large-Stock Growth |
| SLASX | Selected American Shares S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| ESGNX | Mirova Global Megatrends N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 5 | V | Global Large-Stock Growth |
| ESGCX | Mirova Global Megatrends C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 5 | V | Global Large-Stock Growth |
| ESGMX | Mirova Global Megatrends A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 5 | V | Global Large-Stock Growth |
| MVPA | Miller Value Ptnrs Appreciation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Value |
| MISEX | Midas Special Opportunities Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Blend |
| PINK | Simplify Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| FNGS | MicroSectors™ FANG+™ ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Technology |
| WIAEX | Wasatch Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WAAEX | Wasatch Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| Sprucegrove International Eq Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| IOPP | Simplify Tara India Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MPIEX | Mondrian International Value Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Foreign Large Value |
| PEDMX | Principal Edge MidCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| EUGAX | Morgan Stanley Europe Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| SBHEX | Segall Bryant & Hamill Em Mkts Retl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSNCX | Neuberger Berman Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SBHVX | Segall Bryant & Hamill Sm Cp Val Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| PEMCX | Principal Edge MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PSBPX | Principal SmallCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| LCG | Sterling Capital Focus Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| SBRVX | Segall Bryant & Hamill Sm Cp Val Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| EUGCX | Morgan Stanley Europe Opportunity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| EUGDX | Morgan Stanley Europe Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MSEEX | Morgan Stanley Europe Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| PSBMX | Principal SmallCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| MCMVX | Monongahela All Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Value |
| PEDGX | Principal Edge MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PSBJX | Principal SmallCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PSLIX | Principal SmallCap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| PLLAX | Principal SmallCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| SLADX | Selected American Shares D | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| MSBQX | Morgan Stanley American Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSBVX | Morgan Stanley American Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSBWX | Morgan Stanley American Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| MSCUX | Morgan Stanley American Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Tactical Allocation |
| TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| UIVMX | MFS Intrinsic Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| SVFFX | Smead Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| MIRGX | MFS Massachusetts Inv Gr Stk R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGMX | MFS Massachusetts Inv Gr Stk R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MGTIX | MFS Massachusetts Inv Gr Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGDX | MFS Massachusetts Inv Gr Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGBX | MFS Massachusetts Inv Gr Stk B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGFX | MFS Massachusetts Inv Gr Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| UIVRX | MFS Intrinsic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVQX | MFS Intrinsic Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVPX | MFS Intrinsic Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVNX | MFS Intrinsic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVIX | MFS Intrinsic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| MIGKX | MFS Massachusetts Inv Gr Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| UIVCX | MFS Intrinsic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| UIVVX | MFS Intrinsic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 7 | X | Large Growth |
| TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| SMVLX | Smead Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFDX | Smead Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFKX | Smead Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFYX | Smead Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| FCTE | SMI 3Fourteen Full-Cycle Trend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Large Blend |
| BOAT | SonicShares™ Global Shipping ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Industrials |
| FXED | Sound Enhanced Fixed Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Conservative Allocation |
| SSHVX | Sound Shore Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| MIGHX | MFS Massachusetts Inv Gr Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| MIGNX | MFS Massachusetts Inv Gr Stk R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| SLWGX | Slow Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| SVXAX | Smead International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| Thrivent Core Emerging Markets Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MRSKX | MFS Research International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| DIVS | SmartETFs Dividend Builder ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Global Large-Stock Blend |
| MRSJX | MFS Research International R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MOTO | SmartETFs Smart Trans & Tch ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | V | Global Large-Stock Blend |
| MRSHX | MFS Research International R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSRX | MFS Research International R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSGX | MFS Research International R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSIX | MFS Research International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRICX | MFS Research International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| SVXCX | Smead International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| WWMCX | Westwood Quality Midcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| SVXFX | Smead International Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXLX | Smead International Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| BCHP | Principal Focused Blue Chip ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| MRIBX | MFS Research International B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| SVXYX | Smead International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| MRSAX | MFS Research International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| SVFAX | Smead Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFCX | Smead Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| WVAIX | Weitz Large Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Blend |
| WVALX | Weitz Large Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Blend |
| WPVIX | Weitz Multi Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Blend |
| WPVLX | Weitz Multi Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Blend |
| RYHIX | Rydex Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| OANWX | Oakmark Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| SMH | VanEck Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| PORTX | Trillium ESG Global Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Global Large-Stock Blend |
| OAKM | Oakmark U.S. Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Value |
| OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OANLX | Oakmark Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAYLX | Oakmark Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| OAZWX | Oakmark Global Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OAKWX | Oakmark Global Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| OAYWX | Oakmark Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Global Large-Stock Value |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| OAZGX | Oakmark Global R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OAKGX | Oakmark Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OANGX | Oakmark Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| PEQUX | Putnam Focused International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PORIX | Trillium ESG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Global Large-Stock Blend |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Growth |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 1 | 0 | X | Consumer Defensive |
| RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Consumer Cyclical |
| PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
| OAZBX | Oakmark Equity and Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| PCIEX | PACE International Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| HSUCX | Rational Dynamic Brands C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| HSUTX | Rational Dynamic Brands Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| EAFG | Pacer Developed Mkts Csh Cow Gr Ldr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| BULD | Pacer BlueStar Engineering the Fut ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| EIPTX | UBS Engage For Impact P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| RAYE | Rayliant Quantamental Emer Mkt Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| UEIPX | UBS Engage For Impact P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| COPY | Tweedy, Browne Insider + Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Global Small/Mid Stock |
| PEQYX | Putnam Focused International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| PWITX | PACE International Equity Invmt P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| PWGAX | PACE International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RAYJ | Rayliant SMDAM Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Japan Stock |
| SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | V | Large Blend |
| PGLEX | Putnam Focused International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PGLRX | Putnam Focused International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PUGCX | Putnam Focused International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| TXUE | Thornburg International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| LRNZ | TrueShares Tech, AI and Deep Lrng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| IDVZ | Opal International Div Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| OAYGX | Oakmark Global Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Global Large-Stock Value |
| OAKBX | Oakmark Equity And Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| APSDX | NYLI Fiera SMID Growth Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 2 | X | Foreign Large Growth |
| VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 2 | X | Foreign Large Growth |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| TOGA | Tremblant Global ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Global Large-Stock Growth |
| FCGMX | NYLI PineStone Global Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| FCGPX | NYLI PineStone Global Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| FCGIX | NYLI PineStone Global Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| FCGYX | NYLI PineStone Global Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| FCGEX | NYLI PineStone Global Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| HART | NYLI Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | V | Health |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| APSGX | NYLI Fiera SMID Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PEMLX | Putnam Emerging Markets Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMZX | Putnam Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APSLX | NYLI Fiera SMID Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| APSRX | NYLI Fiera SMID Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| PEMMX | Putnam Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MECVX | NYLI Epoch Capital Growth Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| TEEAX | RBC Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| PQJCX | PGIM Jennison Small-Cap Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| FCUEX | NYLI PineStone U.S. Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| OANBX | Oakmark Equity and Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| MCSDX | NYLI WMC Enduring Capital Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| OAYBX | Oakmark Equity and Income Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderate Allocation |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 1 | 0 | X | Consumer Defensive |
| FSMBX | Tributary Small/Mid Cap Instl Plus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| PEMX | Putnam Emerging Markets Ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FSMCX | Tributary Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| FOSBX | Tributary Small Company Instl Plus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| PEMYX | Putnam Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FOSCX | Tributary Small Company Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| PEMQX | Putnam Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCSSX | NYLI WMC Enduring Capital Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MSOIX | NYLI WMC Enduring Capital Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| FCUCX | NYLI PineStone U.S. Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| VHGEX | Vanguard Global Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 9 | 8 | X | Global Large-Stock Blend |
| MGOCX | NYLI WMC Enduring Capital Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MSOAX | NYLI WMC Enduring Capital Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| IWFG | NYLI Winslow Focused Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| FCUDX | NYLI PineStone U.S. Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| FCUPX | NYLI PineStone U.S. Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| FCUIX | NYLI PineStone U.S. Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| PSCZX | PGIM Jennison Small Company Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VIOAX | VELA Income Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PUFCX | PGIM Jennison Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSAX | PGIM Jennison Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| VALIX | Value Line Capital Appreciation Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Moderate Allocation |
| VLLIX | Value Line Larger Companies Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| VALLX | Value Line Larger Companies Focused Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| PGTAX | Putnam Global Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PSSRX | PGIM Jennison Financial Services R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Growth |
| PJHRX | PGIM Jennison Health Sciences R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| VLIIX | Value Line Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Moderate Allocation |
| PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PHSZX | PGIM Jennison Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PRJCX | PGIM Jennison Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PHLAX | PGIM Jennison Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| PRJZX | PGIM Jennison Global Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJQX | PGIM Jennison Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| USLUX | US Global Investors Global Luxury Goods | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| PSPFX | US Global Investors Global Res | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| SEA | US Global Sea to Sky Cargo ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Industrials |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| PGTYX | Putnam Global Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PTTEX | Putnam Global Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| PRJDX | PGIM Jennison Global Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJBX | PGIM Jennison Global Opportunities R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| PRJAX | PGIM Jennison Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Global Large-Stock Growth |
| VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Growth |
| PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PGTRX | Putnam Global Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | V | Large Value |
| PGTDX | Putnam Global Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| PFSZX | PGIM Jennison Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSQX | PGIM Jennison Financial Services R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PHLQX | PGIM Jennison Health Sciences R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| UPUPX | Upright Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Large Growth |
| DVRUX | UBS US Dividend Ruler P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Value |
| MVISX | Patient Opportunity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMNOX | Patient Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMOFX | Patient Opportunity FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LMOPX | Patient Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| LGOAX | Patient Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Large Growth |
| EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| PRCS | Parnassus Core Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Blend |
| PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Blend |
| ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| PGOAX | PGIM Jennison Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PSCCX | PGIM Jennison Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| JSCRX | PGIM Jennison Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| CAFG | Pacer US Small Cap Cash Cows Gr Ldrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| PEXL | Pacer US Export Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Mid-Cap Blend |
| SHPP | Pacer Industrials and Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Industrials |
| GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QCGDX | Quantified Common Ground Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| PZINX | Pzena International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| BNSCX | UBS US Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| PJBF | PGIM Jennison Better Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Global Large-Stock Growth |
| PZVNX | Pzena International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| PZIMX | Pzena Mid Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZVMX | Pzena Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZISX | Pzena Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| QGRPX | UBS US Quality Growth At Rsnbl Prc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| PZVSX | Pzena Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| SMHX | VanEck Fabless Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| QCGAX | Quantified Common Ground Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| DVRPX | UBS US Dividend Ruler P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Value |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QGIRX | Pear Tree Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| USBOX | Pear Tree Quality Ordinary | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| QGIAX | Pear Tree Quality Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| QISRX | Pear Tree Polaris Intl Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QISOX | Pear Tree Polaris Intl Opps Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QISIX | Pear Tree Polaris Intl Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Small/Mid Blend |
| QFVRX | Pear Tree Polaris Foreign Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVOX | Pear Tree Polaris Foreign Value Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVIX | Pear Tree Polaris Foreign Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| SMCF | Themes US Small Cp CA Flw Champ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Value |
| VIOIX | VELA Income Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NCVLX | Nuance Concentrated Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Large Growth |
| TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Technology |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| NCAVX | Nuance Concentrated Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TGREX | TCW Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| NMFIX | Northern Multi-Mgr Glbl Listed Infra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Infrastructure |
| ONLN | ProShares Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
| WSCVX | North Star Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| WFICX | North Star Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| NSOIX | North Star Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Moderately Aggressive Allocation |
| RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| RCGHX | Virtus KAR Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| NSOPX | North Star Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Moderately Aggressive Allocation |
| NSMVX | North Star Micro Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TTEQ | T. Rowe Price Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Technology |
| TGRYX | TCW Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| DRISX | North Square Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| TIOTX | Nuveen International Opps Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| RVPHX | Royce Smaller-Companies Growth Invmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| NCIGX | Nuveen International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| RYVPX | Royce Smaller-Companies Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TCAGX | Timothy Plan Small/Mid Cap Growth Cl C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| NAIGX | Nuveen International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| HRTS | Tema Obesity & Cardiometabolic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| TIOVX | Nuveen International Opps W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOIX | Nuveen International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| SUPP | TCW Transform Supply Chain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Large Blend |
| TIOPX | Nuveen International Opps Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| TIOHX | Nuveen International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNTL | Tema Neuroscience and Mental Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TIOSX | Nuveen International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| VOLT | Tema Electrification ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| TWEMX | TCW White Oak Emerging Markets Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| TWOEX | TCW White Oak Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| DRSVX | North Square Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| PLBBX | Plumb Balanced Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| PVFIX | Pinnacle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| PLABX | Plumb Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| NRAEX | Neuberger Berman Sustainable Equity E | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRACX | Neuberger Berman Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRAAX | Neuberger Berman Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| PLIBX | Plumb Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Moderate Allocation |
| VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| PHLOX | Philotimo Focused Growth and Income | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Moderately Aggressive Allocation |
| VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PHLCX | PGIM Jennison Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Growth |
| RYHEX | Rydex Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RYHCX | Rydex Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHAX | Rydex Health Care H | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| POGSX | Pin Oak Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Blend |
| NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| PHSKX | Virtus KAR Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PSKCX | Virtus KAR Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PICMX | Virtus KAR Mid-Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| NSIVX | North Square Altrinsic Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| KOOL | North Shore Equity Rotation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Large Blend |
| NPSGX | Nicholas Partners Small Cap Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| OND | ProShares On-Demand ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| NNLEX | Nicholas Limited Edition N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NCLEX | Nicholas Limited Edition I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| THCGX | Thornburg Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| NRARX | Neuberger Berman Sustainable Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| RYELX | Rydex Electronics A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYSCX | Rydex Electronics C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYSAX | Rydex Electronics H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| RYSIX | Rydex Electronics Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Technology |
| NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| TCPWX | Transamerica Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TAAEX | Transamerica Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| Transamerica Capital Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TFOIX | Transamerica Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| NRSRX | Neuberger Berman Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 3 | 3 | V | Large Blend |
| MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MVTIX | Transamerica Mid Cap Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| PGKAX | PGIM Jennison Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| SUPL | ProShares Supply Chain Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| GUBGX | Victory RS International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RPMMX | Reinhart Mid Cap PMV Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RIGCX | Victory RS International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIRX | Victory RS International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| PROVX | Provident Trust Strategy | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
| RSIGX | Victory RS International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Natural Resources |
| REGL | ProShares S&P MidCap 400 Dividend Arst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| NIXT | Research Affiliates Deletions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| XLV | The Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| COBYX | The Cook & Bynum | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Diversified Emerging Mkts |
| XLP | The Consumer Staples Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 0 | X | Consumer Defensive |
| XLY | The Consumer Discret Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| XLC | The Comm Svcs Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| RPNIX | Riverpark/Next Century Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPNCX | Riverpark/Next Century Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPMNX | Reinhart Mid Cap PMV Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMVX | Reinhart Mid Cap PMV Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| WWSIX | TETON Westwood SmallCap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RSVIX | RBC Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RCSIX | RBC Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| PGKCX | PGIM Jennison Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| MECFX | NYLI Epoch Capital Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| PGKRX | PGIM Jennison Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| MECEX | NYLI Epoch Capital Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| MECDX | NYLI Epoch Capital Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Global Large-Stock Growth |
| PGKZX | PGIM Jennison Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| GSIB | Themes Global Systemically Imp Bks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| RBRCX | RBC Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| RBVAX | RBC Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RRSVX | RBC Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RPMYX | Reinhart International PMV Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| RSRFX | Reaves Infrastructure Fund Class Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Blend |
| MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| PINDX | Victory Pioneer Disciplined Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INDCX | Victory Pioneer Disciplined Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INKDX | Victory Pioneer Disciplined Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INYDX | Victory Pioneer Disciplined Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Health |
| PQEMX | PGIM Quant Solutions EMs Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| RMBHX | RMB A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| WWSCX | TETON Westwood SmallCap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| FDEVX | Templeton Developing Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REMKX | Victory Sophus Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSERX | Victory Sophus Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| RIPIX | Royce International Premier Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RIPNX | Royce International Premier Investment | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RYIPX | Royce International Premier Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| NGRRX | Nuveen International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GBEMX | Victory Sophus Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 1 | X | Small Value |
| PPTY | Vident U.S. Diversified Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| DLBMX | MassMutual Small Cap Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| RVPIX | Royce Smaller-Companies Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RMBJX | RMB C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| RMBGX | RMB I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| RMBKX | RMB Mendon Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBNX | RMB Mendon Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBLX | RMB Mendon Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| WESCX | TETON Westwood SmallCap Equity AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| RSDGX | Victory RS Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSGFX | Victory RS Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RMBMX | RMB SMID Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WWSAX | TETON Westwood SmallCap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| HTEC | Robo Global® Hlthcare Tech & Innovt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FMPFX | Nuveen Small Cap Growth Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FIMPX | Nuveen Small Cap Growth Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| ROBO | Robo Global® Robotics&Automation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Global Small/Mid Stock |
| TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| FRMPX | Nuveen Small Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| METV | Roundhill Ball Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 3 | X | Technology |
| RSSRX | Victory RS Select Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSSYX | Victory RS Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LMORX | Patient Opportunity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Mid-Cap Value |
| HSUAX | Rational Dynamic Brands A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 5 | 3 | X | Large Growth |
| MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CSGAX | Columbia Seligman Global Technology S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CCIFX | Columbia Seligman Technology And Info S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 9 | 5 | X | Technology |
| CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| COVAX | Columbia Small Cap Value II A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| CSVEX | Columbia International Div Inc S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| NFEDX | Columbia Large Cap Growth Opp S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| UMLAX | Columbia Select Large Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| CSCQX | Columbia Small Cap Value I S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| NSVAX | Columbia Small Cap Value II Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Global Large-Stock Blend |
| DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Global Large-Stock Blend |
| DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Global Large-Stock Blend |
| DILAX | Davis International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DILCX | Davis International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DILYX | Davis International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| DCSCX | Davis Balanced Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Moderately Aggressive Allocation |
| NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Value |
| DFNL | Davis Select Financial ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DINT | Davis Select International ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DUSA | Davis Select US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| DWLD | Davis Select Worldwide ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Global Large-Stock Blend |
| DASCX | Dean Small Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| DCSYX | Davis Balanced Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Moderately Aggressive Allocation |
| RPFCX | Davis Balanced Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Moderately Aggressive Allocation |
| CRRRX | Columbia Small Cap Value II Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CSIIX | Copeland International Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| CRRYX | Columbia Small Cap Value II Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CCTRX | Columbia Small Cap Value II R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| NSVBX | Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CNJFX | Commonwealth Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| CGV | Conductor Global Equity Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| CMLIX | Congress Large Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| CAMLX | Congress Large Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| CSMCX | Congress Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CSMVX | Congress Small Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CISAX | Copeland International Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| CRISX | CRM Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DEOPX | Davenport Equity Opportunities | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| CRMSX | CRM Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| CSBIX | Cromwell Sustainable Balanced Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Moderate Allocation |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Large Growth |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Large Growth |
| CUSCX | Cullen Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| CUSIX | Cullen Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| CUSRX | Cullen Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| ESGIX | Dana Epiphany Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 9 | 5 | X | Large Blend |
| DSCIX | Dana Epiphany Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| DAVPX | Davenport Core Leaders Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Large Blend |
| CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CRUZ | Defiance Hotel, Airline, and Cruise ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| CSSJX | Carillon Chartwell Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWVIX | Calvert International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CIESX | Calvert International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| EYLD | Cambria Emerging Shareholder Yield ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GVAL | Cambria Global Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| MYLD | Cambria Micro and Smcp Shld Yld ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Small Value |
| FICGX | Cantor Fitzgerald Large Cap Fcs Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Growth |
| FICHX | Cantor Fitzgerald Large Cap Fcs Cl Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Growth |
| FICIX | Cantor Fitzgerald Large Cap Fcs Cl R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Growth |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Mid-Cap Growth |
| CSSAX | Carillon Chartwell Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSAX | Carillon Chartwell Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWVGX | Calvert International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CWSBX | Carillon Chartwell Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSGX | Carillon Chartwell Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSRX | Carillon Chartwell Small Cap Growth R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| UMBHX | Carillon Chartwell Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CSSVX | Carillon Chartwell Small Cap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSCX | Carillon Chartwell Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSHX | Carillon Chartwell Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSIX | Carillon Chartwell Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSWX | Carillon Chartwell Small Cap Value R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| TANDX | Castle Tandem No-Load | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| CWVCX | Calvert International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| INSAX | Catalyst Insider Buying A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| CNWGX | Calamos Evolving World Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CNWDX | Calamos Evolving World Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CNWIX | Calamos Evolving World Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CSIFX | Calvert Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | V | Moderate Allocation |
| CSGCX | Calvert Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | V | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 6 | V | Moderate Allocation |
| CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
| CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Large Value |
| CGLAX | Calvert Global Equity Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | V | Global Large-Stock Growth |
| CGLIX | Calvert Global Equity Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | V | Global Large-Stock Growth |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
| CARK | CastleArk Large Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| INSCX | Catalyst Insider Buying C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LMNVX | ClearBridge Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Blend |
| LGVAX | ClearBridge Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMVTX | ClearBridge Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMVFX | ClearBridge Value FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| CBVBX | ClearBridge Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMVRX | ClearBridge Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Large Value |
| CFIMX | Clipper | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| CBSE | Clough Select Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Global Small/Mid Stock |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Large Value |
| RDLAX | Columbia Disciplined Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| RDLCX | Columbia Disciplined Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| XCEM | Columbia EM Core ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| INCO | Columbia India Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| INSIX | Catalyst Insider Buying I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Growth |
| OWLLX | Channing Intrinsic Value Sm-Cp Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| CLTAX | Catalyst/Lyons Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Tactical Allocation |
| CLTCX | Catalyst/Lyons Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Tactical Allocation |
| CLTIX | Catalyst/Lyons Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Tactical Allocation |
| CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| THMEX | CCT Thematic Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Global Large-Stock Blend |
| DHAMX | Centre American Select Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Large Blend |
| DHANX | Centre American Select Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Large Blend |
| DHIVX | Centre Global Infrastructure Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| DHINX | Centre Global Infrastructure Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| CHAIX | Chase Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Growth |
| LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| CHASX | Chase Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Growth |
| CILGX | Clarkston Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SIXG | Defiance Connective Technologies ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 11 | 0 | V | Diversified Emerging Mkts |
| SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| IUSCX | FI Instl Group U.S. Small Cap Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| REIGX | Federated Hermes International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| FSCC | Federated Hermes MDT Small Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QASGX | Federated Hermes MDT Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QCSGX | Federated Hermes MDT Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QISGX | Federated Hermes MDT Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QLSGX | Federated Hermes MDT Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| QDVSX | FI Instl ESG Stck Fd for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | V | Global Large-Stock Growth |
| IAFEX | FI Instl Grp All Frgn Eq Env & Scl Val | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Growth |
| FAMVX | FAM Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FGDMX | Fidelity Advisor Communication ServicesA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FGHMX | Fidelity Advisor Communication ServicesC | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FGJMX | Fidelity Advisor Communication ServicesI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FGEMX | Fidelity Advisor Communication ServicesM | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FGKMX | Fidelity Advisor Communication ServicesZ | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FDAGX | Fidelity Advisor Consumer Staples A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| FDCGX | Fidelity Advisor Consumer Staples C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| FDIGX | Fidelity Advisor Consumer Staples I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| FDTGX | Fidelity Advisor Consumer Staples M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| FIJCX | Fidelity Advisor Consumer Staples Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| PIGDX | Federated Hermes International Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| FAMWX | FAM Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FEMMX | Fidelity Advisor Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MXENX | Empower Emerging Markets Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSPGX | Emerald Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSPCX | Emerald Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FGROX | Emerald Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FFGRX | Emerald Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| EFCAX | Emerald Insights A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EFCCX | Emerald Insights C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EFCIX | Emerald Insights Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EFCNX | Emerald Insights Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| EMCAX | Empiric Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| EMCCX | Empiric Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MXEOX | Empower Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FAMFX | FAM Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MXTFX | Empower Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Value |
| MXLSX | Empower Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Value |
| XOVR | ERShares Private-Public Crossover ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Large Growth |
| ETAGX | Eventide Gilead A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETCGX | Eventide Gilead C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETILX | Eventide Gilead I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETGLX | Eventide Gilead N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ELCV | Eventide High Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Value |
| EWMCX | Evercore Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| FAMDX | FAM Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| FEDMX | Fidelity Advisor Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FECMX | Fidelity Advisor Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSSIX | Emerald Finance & Bking Innovt Fd Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| FSYCX | Fidelity Advisor Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FOTGX | Fidelity Advisor OTC C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FOTHX | Fidelity Advisor OTC I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FOTEX | Fidelity Advisor OTC M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FOTJX | Fidelity Advisor OTC Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FELAX | Fidelity Advisor Semiconductors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELCX | Fidelity Advisor Semiconductors C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELIX | Fidelity Advisor Semiconductors I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FELTX | Fidelity Advisor Semiconductors M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FIKGX | Fidelity Advisor Semiconductors Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FSQAX | Fidelity Advisor Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSQIX | Fidelity Advisor Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FIQLX | Fidelity Advisor Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FSYMX | Fidelity Advisor Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSQZX | Fidelity Advisor Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FTUAX | Fidelity Advisor Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUCX | Fidelity Advisor Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUIX | Fidelity Advisor Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUTX | Fidelity Advisor Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FIJGX | Fidelity Advisor Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FUGAX | Fidelity Advisor Utilities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGCX | Fidelity Advisor Utilities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGIX | Fidelity Advisor Utilities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FOTDX | Fidelity Advisor OTC A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FJPTX | Fidelity Advisor Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FEQMX | Fidelity Advisor Emerging Markets M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FACDX | Fidelity Advisor Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FZEMX | Fidelity Advisor Emerging Markets Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FSFGX | Fidelity Advisor Focused Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FSFMX | Fidelity Advisor Focused Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FSFNX | Fidelity Advisor Focused Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FSFJX | Fidelity Advisor Focused Stock M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FSFOX | Fidelity Advisor Focused Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FGEAX | Fidelity Advisor Glbl Capital Apprec A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| FEUCX | Fidelity Advisor Glbl Capital Apprec C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| FEUIX | Fidelity Advisor Glbl Capital Apprec I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| FGETX | Fidelity Advisor Glbl Capital Apprec M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| FHCCX | Fidelity Advisor Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FJPIX | Fidelity Advisor Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FHCIX | Fidelity Advisor Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FACTX | Fidelity Advisor Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FIKCX | Fidelity Advisor Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FIRAX | Fidelity Advisor Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRCX | Fidelity Advisor Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRIX | Fidelity Advisor Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRTX | Fidelity Advisor Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIKLX | Fidelity Advisor Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FPJAX | Fidelity Advisor Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FJPCX | Fidelity Advisor Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FFBFX | Emerald Finance & Bking Innovt Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSSCX | Emerald Finance & Bking Innovt Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| KGDAX | DWS Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| COMAX | DWS Digital Horizons A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Communications |
| COMZX | DWS Digital Horizons Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Communications |
| COMSX | DWS Digital Horizons S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Communications |
| DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Foreign Large Blend |
| KGDCX | DWS Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| KGDIX | DWS Global Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDZX | DWS Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SGSCX | DWS Global Small Cap S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| AAAAX | DWS RREEF Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| AAAPX | DWS RREEF Real Assets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| AAAZX | DWS RREEF Real Assets Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Value |
| SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| AAAVX | DWS RREEF Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| DHFIX | Diamond Hill Large Cap Concentrated I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| DHFAX | Diamond Hill Large Cap Concentrated Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| DHFYX | Diamond Hill Large Cap Concentrated Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| CAPE | DoubleLine Shiller CAPE US Equities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 13 | 10 | 6 | X | Large Blend |
| DIEMX | Driehaus Emerging Markets Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| DREGX | Driehaus Emerging Markets Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| ABRFX | DSS AmericaFirstMonthlyRisk-OnRisk-Off A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Tactical Allocation |
| ABRWX | DSS AmericaFirstMonthlyRisk-OnRisk-Off I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Tactical Allocation |
| ABRUX | DSS AmericaFirstMonthlyRisk-OnRisk-Off U | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Tactical Allocation |
| SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 8 | X | Large Growth |
| AAAQX | DWS RREEF Real Assets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| AAASX | DWS RREEF Real Assets S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Moderately Aggressive Allocation |
| HSSAX | Emerald Finance & Bking Innovt Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| EACPX | Eaton Vance Tax-Managed Multi-Cap Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 6 | X | Large Growth |
| EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Value |
| ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Value |
| EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Value |
| EALCX | Eaton Vance Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 7 | X | Large Growth |
| ECLCX | Eaton Vance Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 7 | X | Large Growth |
| ELCIX | Eaton Vance Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 7 | X | Large Growth |
| ELCRX | Eaton Vance Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 7 | 7 | X | Large Growth |
| EAERX | Eaton Vance Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Large Blend |
| ECERX | Eaton Vance Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Large Blend |
| EIERX | Eaton Vance Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Large Blend |
| ECCPX | Eaton Vance Tax-Managed Multi-Cap Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 6 | X | Large Growth |
| ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| ETHSX | Eaton Vance Worldwide Health Sci A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ECHSX | Eaton Vance Worldwide Health Sci C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| EIHSX | Eaton Vance Worldwide Health Sci I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ERHSX | Eaton Vance Worldwide Health Sci R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| EGFIX | Edgewood Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
| EGFFX | Edgewood Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
| EIPIX | EIP Growth and Income I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| EIPFX | EIP Growth and Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 6 | X | Large Blend |
| EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| SSDAX | DWS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| SSDCX | DWS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDIX | DWS Small Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDZX | DWS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDSX | DWS Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SNWAX | Easterly Snow Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWCX | Easterly Snow Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWIX | Easterly Snow Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWRX | Easterly Snow Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | X | Large Growth |
| EVIFX | Eaton Vance Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Moderate Allocation |
| ECIFX | Eaton Vance Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Moderate Allocation |
| EIIFX | Eaton Vance Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Moderate Allocation |
| ERIFX | Eaton Vance Balanced R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Moderate Allocation |
| ESIFX | Eaton Vance Balanced R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Moderate Allocation |
| EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | V | Large Blend |
| SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | V | Global Large-Stock Blend |
| FIKIX | Fidelity Advisor Utilities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| AMIGX | Amana Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Growth |
| LYFIX | AlphaCentric Life Sciences & Hlthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| GNXAX | AlphaCentric Robotics and Automation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| GNXCX | AlphaCentric Robotics and Automation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| GNXIX | AlphaCentric Robotics and Automation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| ELFY | ALPS Electrification Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Small Blend |
| AMIDX | Amana Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| AMDWX | Amana Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Blend |
| MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| ZIFIX | American Beacon Ninety One Int Frn R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFRX | American Beacon Ninety One Intl Fran R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFAX | American Beacon Ninety One Intl Fran Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| LYFAX | AlphaCentric Life Sciences & Hlthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
| MECIX | AMG GW&K International Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECAX | AMG GW&K International Small Cap N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECZX | AMG GW&K International Small Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| ARIDX | AMG River Road Dividend All Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 2 | X | Large Value |
| ARDEX | AMG River Road Dividend All Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 2 | X | Large Value |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Mid-Cap Value |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Mid-Cap Value |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Mid-Cap Value |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Large Blend |
| FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Large Blend |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LYFCX | AlphaCentric Life Sciences & Hlthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| IVAL | Alpha Architect Intl Quant Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Value |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| GLLCX | abrdn Emerging Markets ex-China C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Moderate Allocation |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Moderate Allocation |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Large Growth |
| GEGAX | abrdn Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEGCX | abrdn Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLAX | abrdn Emerging Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWLIX | abrdn Emerging Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Moderate Allocation |
| GLLSX | abrdn Emerging Markets ex-China InstlSvc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWLRX | abrdn Emerging Markets ex-China R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABEMX | abrdn Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMSX | abrdn Emerging Markets Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMRX | abrdn Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JETAX | abrdn Focused Em Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| JETIX | abrdn Focused Em Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | V | Moderate Allocation |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AFMCX | Acuitas US Microcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| MNRGX | Manor Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| SBFAX | 1919 Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| SFSLX | 1919 Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| LMRIX | 1919 Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
| SAWG | AAM Sawgrass U.S. Lg Cp Qual Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Large Blend |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| ABMVX | AB Mid Cap Value Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
| ACREX | ACR Equity International Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Blend |
| ADKSX | Adirondack Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Utilities |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | X | Large Growth |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | V | Large Growth |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | V | Large Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | V | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | V | Large Growth |
| Alger Russell Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Large Growth |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| AGRW | Allspring LT Large Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| SCVAX | Allspring Small Company Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVNX | Allspring Small Company Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Value |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Utilities |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| ACIFX | Advisors Capital International | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Global Large-Stock Blend |
| AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Technology |
| ACSMX | Advisors Capital Small/Mid Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| AADR | AdvisorShares Dorsey Wright ADR ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| VICE | AdvisorShares Vice ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Technology |
| AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Technology |
| AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Technology |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Technology |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| BUISX | Buffalo Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MAEFX | BlackRock International Select Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MDEFX | BlackRock International Select Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MCEFX | BlackRock International Select Eq Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MKEFX | BlackRock International Select Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MREFX | BlackRock International Select Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MKEAX | BlackRock Unconstrained Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| BCIFX | Blue Chip Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| NIEAX | BNY Mellon International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| BBMIX | BBH Select Series - Mid Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BREIX | Baron Real Estate Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BGRWX | Barrett Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| BNIVX | Barrow Hanley International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Value |
| BBLIX | BBH Select Series - Large Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Large Growth |
| BMPEX | Beck Mack + Oliver Partners | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| BFONX | Biondo Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| BWEB | Bitwise Web3 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Technology |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| NIECX | BNY Mellon International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Small Blend |
| BAFJX | Brown Advisory - WMC Jpn Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Japan Stock |
| BIJEX | Brown Advisory - WMC Jpn Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Japan Stock |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Growth |
| BAFMX | Brown Advisory Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BMIDX | Brown Advisory Mid-Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Small Blend |
| GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 1 | V | Large Value |
| BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 1 | V | Large Value |
| BCISX | Brown Capital Mgmt Intl All Com Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| BCIIX | Brown Capital Mgmt Intl All Com Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| BRUFX | Bruce | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Moderately Aggressive Allocation |
| BUFGX | Buffalo Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 7 | X | Large Growth |
| BIIGX | Buffalo Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 7 | X | Large Growth |
| BUFMX | Buffalo Mid Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BUIMX | Buffalo Mid Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BUFSX | Buffalo Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| BAMD | Brookstone Dividend Stock ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| BRSVX | Bridgeway Small-Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SNIEX | BNY Mellon International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| NIEYX | BNY Mellon International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | V | Large Blend |
| BOSVX | Bridgeway Omni Small-Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | V | Moderately Aggressive Allocation |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | V | Large Blend |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BOYAX | Boyar Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Large Value |
| BSCAX | Brandes Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BSCMX | Brandes Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BSCRX | Brandes Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BWTG | Brendan Wood TopGun ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| BRTNX | Bretton Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Blend |
| BRGIX | Bridges Investment Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BGAFX | Baron Global Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| ARIGX | Aristotle Growth Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | X | Large Growth |
| AIGGX | Aristotle Growth Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | X | Large Growth |
| ARAFX | Aristotle International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| ARIFX | Aristotle International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| AIFFX | Aristotle International Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | V | Large Blend |
| AINTX | Ariel International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| AVEGX | Ave Maria Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Growth |
| AVEAX | Ave Maria Growth Focused | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AVERX | Ave Maria Value Focused | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| AVEWX | Ave Maria World Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Global Large-Stock Blend |
| WUGI | AXS Esoterica NextG Economy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| AZTD | Aztlan Global Stock Sel Dm SMID ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| ADJEX | Azzad Ethical | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| SCDV | Bahl & Gaynor Small Cap Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ARAGX | Aristotle Growth Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | X | Large Growth |
| AINIX | Ariel International Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MSEIX | AMG Veritas Asia Pacific I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGSEX | AMG Veritas Asia Pacific N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| IDVO | Amplify CWP International Enh Div IncETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| IPAY | Amplify Digital Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
| SMAP | Amplify Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| GAMR | Amplify Video Game Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Communications |
| AGLOX | Ariel Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Global Large-Stock Value |
| THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| AOTG | AOT Growth and Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| AFDZX | Applied Finance Explorer Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| AFDVX | Applied Finance Explorer Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| QTELX | AQR Emerging Multi-Style II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTENX | AQR Emerging Multi-Style II N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTERX | AQR Emerging Multi-Style II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ALSMX | Archer Multi Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 5 | X | Mid-Cap Blend |
| ARUIX | ARGA Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Mid-Cap Value |
| AGLYX | Ariel Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Global Large-Stock Value |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGLUX | Baron Global Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| BEXUX | Baron Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CCGIX | Baird Chautauqua Global Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| CCGSX | Baird Chautauqua Global Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Growth |
| CCWIX | Baird Chautauqua International Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| CCWSX | Baird Chautauqua International Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| BMDIX | Baird Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BMDSX | Baird Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| BEXIX | Baron Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
| BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFGIX | Baron Focused Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BFGFX | Baron Focused Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BGAIX | Baron Global Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Growth |
| BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| FAUFX | Fidelity Advisor Utilities M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 2 | X | Large Value |
| FVLAX | Fidelity Advisor Value Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JFNIX | Janus Henderson Global Life Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNNX | Janus Henderson Global Life Sciences N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNSX | Janus Henderson Global Life Sciences S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JAGLX | Janus Henderson Global Life Sciences T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JFNCX | Janus Henderson Global Life Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Value |
| JXX | Janus Henderson Transformational Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| JNGLX | Janus Henderson Global Life Sciences D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNAX | Janus Henderson Global Life Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JFRDX | Janus Henderson Forty D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JSVAX | Janus Henderson Contrarian T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| HFEAX | Janus Henderson European Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFECX | Janus Henderson European Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFEDX | Janus Henderson European Focus D | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFEIX | Janus Henderson European Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFERX | Janus Henderson European Focus N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFESX | Janus Henderson European Focus S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| HFETX | Janus Henderson European Focus T | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
| JDCAX | Janus Henderson Forty A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JACCX | Janus Henderson Forty C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JCAPX | Janus Henderson Forty I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JFRNX | Janus Henderson Forty N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JDCRX | Janus Henderson Forty R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JARTX | Janus Henderson Forty S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JACTX | Janus Henderson Forty T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JACAX | Janus Henderson VIT Forty Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Large Growth |
| JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| JCNRX | Janus Henderson Contrarian R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JFDRX | JHancock Financial Industries R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JFCAX | JHancock Fundamental All Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFCCX | JHancock Fundamental All Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JHAC | JHancock Fundamental All Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
| JFCIX | JHancock Fundamental All Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFACX | JHancock Fundamental All Cap Core R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFARX | JHancock Fundamental All Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JFAIX | JHancock Fundamental All Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| JLFSX | JHancock Global Climate Action I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 6 | V | Global Large-Stock Blend |
| JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| FIDCX | JHancock Financial Industries C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEIX | JHancock Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEDX | JHancock Infrastructure R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHAAX | JHancock Multi-Asset Absolute Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHACX | JHancock Multi-Asset Absolute Return C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHAIX | JHancock Multi-Asset Absolute Return I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JFIFX | JHancock Financial Industries I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| FIDAX | JHancock Financial Industries A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Technology |
| PZFVX | JHancock Classic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Growth |
| JGQIX | Jensen Global Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGQSX | Jensen Global Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGQYX | Jensen Global Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| JGRW | Jensen Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENIX | Jensen Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENSX | Jensen Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENRX | Jensen Quality Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JENYX | Jensen Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| JCVCX | JHancock Classic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JCVIX | JHancock Classic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVSX | JHancock Classic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVVX | JHancock Classic Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVWX | JHancock Classic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JHancock ESG International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| JHancock ESG International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| JHancock ESG International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | V | Large Blend |
| JCNIX | Janus Henderson Contrarian S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNNX | Janus Henderson Contrarian N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JHASX | JHancock Multi-Asset Absolute Return R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| RSPD | Invesco S&P 500® Equal Wt Cnsm Disc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| RSPH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| EEMO | Invesco S&P Emerging Markets Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CGW | Invesco S&P Global Water ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GRPM | Invesco S&P MidCap 400® GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Blend |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Blend |
| GRPZ | Invesco S&P SmallCap 600 GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| PSCC | Invesco S&P SmallCap Consumer Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| PSCT | Invesco S&P SmallCap Info Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Technology |
| RSPC | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| PSCM | Invesco S&P SmallCap Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PSCU | Invesco S&P SmallCap Ult & Comnc Svc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| PSI | Invesco Semiconductors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Small Growth |
| ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Technology |
| HEWJ | iShares Currency Hedged MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| RSPS | Invesco S&P 500® Eql Wt Cnsm Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 0 | X | Consumer Defensive |
| IVRA | Invesco Real Assets ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | V | Real Estate |
| IBAT | iShares Energy Storage & Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| PEZ | Invesco DW Consumer Cyclicals Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Consumer Cyclical |
| PSL | Invesco DW Consumer Staples Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Consumer Cyclical |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| GGHCX | Invesco Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTHCX | Invesco Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTHIX | Invesco Health Care Invstor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHSX | Invesco Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHYX | Invesco Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PIN | Invesco India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| KBWR | Invesco KBW Regional Banking ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Financial |
| SOXQ | Invesco PHLX Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| OSCAX | Invesco Main Street Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCCX | Invesco Main Street Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCNX | Invesco Main Street Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MNSQX | Invesco Main Street Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSSIX | Invesco Main Street Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCYX | Invesco Main Street Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| QQQS | Invesco NASDAQ Future Gen 200 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | X | Small Blend |
| PNQI | Invesco NASDAQ Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Technology |
| GGME | Invesco Next Gen Media and Gaming ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| PJP | Invesco Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| EFRA | iShares Environmental Infras & IndstrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| JCONX | Janus Henderson Contrarian I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| SOXX | iShares Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 3 | X | Japan Stock |
| EWN | iShares MSCI Netherlands ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWY | iShares MSCI South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Miscellaneous Region |
| EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Miscellaneous Region |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| IDRV | iShares Self-Driving EV and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Industrials |
| TOPT | iShares Top 20 U.S. Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 4 | X | Large Blend |
| INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| IYK | iShares US Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| IYH | iShares US Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| JSMTX | Jackson Square SMID-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JSMVX | Jackson Square SMID-Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| DCGTX | Jackson Square SMID-Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JCNAX | Janus Henderson Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JCNCX | Janus Henderson Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| JACNX | Janus Henderson Contrarian D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Blend |
| SMIN | iShares MSCI India Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
| IFGL | iShares International Dev Real Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| EMXF | iShares ESG Advanced MSCI EM ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| BPAY | iShares FinTech Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| IDAT | iShares Future Cloud 5G and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| IVRS | iShares Future Metaverse Tec And Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Technology |
| ICLN | iShares Global Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Miscellaneous Sector |
| IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| KXI | iShares Global Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 2 | 0 | X | Consumer Defensive |
| IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| BMED | iShares Health Innovation Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| IDV | iShares International Select Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
| EUFN | iShares MSCI Europe Financials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| JPXN | iShares JPX-Nikkei 400 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| BLCR | iShares Large Cap Core Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 3 | X | Large Blend |
| BGRO | iShares Large Cap Growth Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Large Growth |
| BELT | iShares Long-Term U.S. Equity Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Natural Resources |
| EWK | iShares MSCI Belgium ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| EDEN | iShares MSCI Denmark ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Miscellaneous Region |
| EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHARX | JHancock Multi-Asset Absolute Return R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 9 | 4 | X | Tactical Allocation |
| JCCAX | JHancock Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| PUI | Invesco Dorsey Wright Utilities Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
| LHCAX | Lord Abbett Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LGCAX | Lord Abbett Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCCX | Lord Abbett Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCFX | Lord Abbett Global Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCOX | Lord Abbett Global Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCYX | Lord Abbett Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCRX | Lord Abbett Global Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCSX | Lord Abbett Global Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCVX | Lord Abbett Global Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LGCWX | Lord Abbett Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| LHCCX | Lord Abbett Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| EMILX | Lord Abbett Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LHCFX | Lord Abbett Health Care F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCOX | Lord Abbett Health Care F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCIX | Lord Abbett Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCQX | Lord Abbett Health Care R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCSX | Lord Abbett Health Care R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCTX | Lord Abbett Health Care R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCVX | Lord Abbett Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LAAGX | Lord Abbett International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LCAGX | Lord Abbett International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAFGX | Lord Abbett International Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| EMWLX | Lord Abbett Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMOLX | Lord Abbett Emerging Markets Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LIAGX | Lord Abbett International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LOGSX | Live Oak Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| LZISX | Lazard International Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| LZSMX | Lazard International Small Cap Eq Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| LZUSX | Lazard US Equity Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| LZUOX | Lazard US Equity Focus Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| RLUSX | Lazard US Equity Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Blend |
| LZSCX | Lazard US Small Cap Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LZCOX | Lazard US Small Cap Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RLSMX | Lazard US Small Cap Equity Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Large Blend |
| LKSMX | LKCM Small-Mid Cap Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| ELMFX | Lord Abbett Emerging Markets Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LGMAX | Loomis Sayles Global Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LGMCX | Loomis Sayles Global Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LGMNX | Loomis Sayles Global Allocation N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LSWWX | Loomis Sayles Global Allocation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| LSVAX | Loomis Sayles Small Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSSCX | Loomis Sayles Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSCNX | Loomis Sayles Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| LSCRX | Loomis Sayles Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| EAMAX | Lord Abbett Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ELMCX | Lord Abbett Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LOAGX | Lord Abbett International Growth F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LRAGX | Lord Abbett International Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| OCMPX | Lazard International Quality Gr Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| DCZRX | Macquarie Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSTAX | Macquarie Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTCX | Macquarie Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| ISTIX | Macquarie Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTRX | Macquarie Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| ISTNX | Macquarie Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| WSTYX | Macquarie Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| DCCAX | Macquarie Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCCX | Macquarie Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCIX | Macquarie Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCRX | Macquarie Small Cap Core R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| IPOAX | Macquarie Systematic Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DLHIX | Macquarie Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| IPOCX | Macquarie Systematic Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOIX | Macquarie Systematic Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IYPCX | Macquarie Systematic Em Mkts Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IMEGX | Macquarie Systematic Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOYX | Macquarie Systematic Em Mkts Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MNVAX | Madison Large Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MIVIX | Madison Large Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MNVRX | Madison Large Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| FVLCX | Fidelity Advisor Value Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| MINVX | Madison Large Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| DLRHX | Macquarie Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHCX | Macquarie Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| LASGX | Lord Abbett International Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LMCSX | Lord Abbett Mid Cap Stock R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LTAGX | Lord Abbett International Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAVGX | Lord Abbett International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
| LAVLX | Lord Abbett Mid Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCCX | Lord Abbett Mid Cap Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCFX | Lord Abbett Mid Cap Stock F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LOVLX | Lord Abbett Mid Cap Stock F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCYX | Lord Abbett Mid Cap Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCPX | Lord Abbett Mid Cap Stock P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCQX | Lord Abbett Mid Cap Stock R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCRX | Lord Abbett Mid Cap Stock R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LMCTX | Lord Abbett Mid Cap Stock R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| DLHAX | Macquarie Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| LMCHX | Lord Abbett Mid Cap Stock R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Value |
| LYRVX | Lyrical International Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRZX | Lyrical International Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRWX | Lyrical International Value Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRNX | Lyrical International Value Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRAX | Lyrical US Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRCX | Lyrical US Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRIX | Lyrical US Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRBX | Lyrical US Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| MCSCX | M3Sixty Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| RCMPX | Lazard International Quality Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| ICMPX | Lazard International Quality Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| JCCIX | JHancock Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Global Large-Stock Growth |
| JNL/Mellon Consumer Discretionary Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Healthcare Sector A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JNL/Mellon Healthcare Sector I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JOGEX | JOHCM Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| JOGIX | JOHCM Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| JOPPX | Johnson Opportunity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JOSSX | Johnson Opportunity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JADE | JPMorgan Active Developing Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| JFAMX | JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| JEMCX | JPMorgan Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMSX | JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JMIEX | JPMorgan Emerging Markets Equity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUJX | JPMorgan Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHURX | JPMorgan Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUKX | JPMorgan Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMOX | JPMorgan Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMWX | JPMorgan Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VEUAX | JPMorgan Europe Dynamic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| VEUCX | JPMorgan Europe Dynamic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| JNL/Lazard International Quality Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| JFEIX | JPMorgan Europe Dynamic L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JHancock Small Cap Core NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JORSX | JHancock Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| USGLX | JHancock U.S. Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USLCX | JHancock U.S. Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USLIX | JHancock U.S. Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| USLYX | JHancock U.S. Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| UGLSX | JHancock U.S. Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| JSGAX | JHancock U.S. Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGCX | JHancock U.S. Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGIX | JHancock U.S. Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGRX | JHancock U.S. Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JNL/Lazard International Quality Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| JHSGX | JHancock U.S. Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JSGTX | JHancock U.S. Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Growth |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| JNL/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Growth |
| JNL/GQG Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| JFESX | JPMorgan Europe Dynamic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| VEUVX | JPMorgan Europe Dynamic R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| LZESX | Lazard International Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| KGGAX | Kopernik Global All-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 6 | V | Large Blend |
| KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| KSMVX | Keeley Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KSMIX | Keeley Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KMVAX | Kirr Marbach Partners Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Blend |
| KGGIX | Kopernik Global All-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| KGIIX | Kopernik International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| EQTY | Kovitz Core Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Blend |
| KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
| LEAIX | Lazard Emerging Markets Eq Advtg Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| LEAOX | Lazard Emerging Markets Eq Advtg Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| READX | Lazard Emerging Markets Eq Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| LZIEX | Lazard International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZIOX | Lazard International Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| RLIEX | Lazard International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZSIX | Lazard International Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| ODMCX | JPMorgan SMID Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| SCDS | JPMorgan Fundamental Data Sci Sm Cor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| IUERX | JPMorgan International Focus R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| JDOC | JPMorgan Healthcare Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| JSEAX | JPMorgan International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIECX | JPMorgan International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| VSIEX | JPMorgan International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIEZX | JPMorgan International Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JIERX | JPMorgan International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| JNEMX | JPMorgan International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| IUAEX | JPMorgan International Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUCEX | JPMorgan International Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUESX | JPMorgan International Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUEFX | JPMorgan International Focus R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| PECAX | JPMorgan SMID Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| IUENX | JPMorgan International Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| PGSGX | JPMorgan Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OSGCX | JPMorgan Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OGGFX | JPMorgan Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JISGX | JPMorgan Small Cap Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JSGZX | JPMorgan Small Cap Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGRQX | JPMorgan Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGLYX | JPMorgan Small Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGSVX | JPMorgan Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGSMX | JPMorgan Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| PYZ | Invesco DW Basic Materials Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| KGIRX | Kopernik International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PFI | Invesco Dorsey Wright Financial Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Financial |
| GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| FTZAX | FullerThaler Behvrll Uncnstd Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTZCX | FullerThaler Behvrll Uncnstd Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FTZFX | FullerThaler Behvrll Uncnstd Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
| GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSVX | Gabelli Focused Gr and Inc AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSCX | Gabelli Focused Gr and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSIX | Gabelli Focused Gr and Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| FTHF | FT EM Human Flourishing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Communications |
| GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Mid-Cap Blend |
| PETZX | Gabelli Pet Parents'™ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| PETGX | Gabelli Pet Parents'™ A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| GTLLX | Glenmede Disciplined US Growth Eq Ptf | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Large Growth |
| GQSCX | Glenmede Disciplined US Small Cap Eq Ptf | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FTZIX | FullerThaler Behavrl Uncnstd Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Growth |
| GTCSX | Glenmede Small Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Region |
| HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| XIDV | Franklin Intl Div Mltplr Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Foreign Large Value |
| TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Global Large-Stock Growth |
| FMQSX | Franklin Mutual Quest R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| FMQRX | Franklin Mutual Quest R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Global Moderately Aggressive Allocation |
| FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| FQEMX | Franklin Templeton SMACS: Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MBOX | Freedom Day Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| GTILX | Glenmede Disciplined USGrEqPtf InstlShrs | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 9 | 4 | X | Large Growth |
| GTSCX | Glenmede Small Cap Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GMOWX | GMO Resources VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GQLIX | GMO Quality I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQETX | GMO Quality III | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQEFX | GMO Quality IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQESX | GMO Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GQLOX | GMO Quality VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| GEACX | GMO Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOFIX | GMO Resources III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOVIX | GMO Resources IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GAAHX | GMO Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GMIIX | GMO-Usonian Japan Value Creation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GEMNX | GMO Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMAKX | GMO-Usonian Japan Value Creation III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMAHX | GMO-Usonian Japan Value Creation VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GEMMX | GMO Emerging Markets VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMOEX | GMO Emerging Markets III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EFAS | Global X MSCI SuperDividend® EAFE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| BKCH | Global X Blockchain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| DTCR | Global X Data Center & Dgtl Infrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Real Estate |
| EBIZ | Global X E-commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Consumer Cyclical |
| FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| GURU | Global X Guru™ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Blend |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| NDIA | Global X India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 2 | X | Large Growth |
| PTEC | Global X PropTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| GMEMX | GMO Emerging Markets II | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BOTZ | Global X Robotics & Artfcl Intllgnc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Miscellaneous Sector |
| SOCL | Global X Social Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Communications |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| DIV | Global X SuperDividend™ US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Mid-Cap Value |
| GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GMAUX | GMO Emerging Markets ex-China III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMAQX | GMO Emerging Markets ex-China VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMEX | GMO Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 3 | X | Global Large-Stock Growth |
| FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FCOM | Fidelity MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FHLC | Fidelity MSCI Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| FMAT | Fidelity MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| FNORX | Fidelity Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FOCPX | Fidelity OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FOCKX | Fidelity OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FOKFX | Fidelity OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 10 | 6 | X | Large Growth |
| FPBFX | Fidelity Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
| FSJPX | Fidelity SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| FSAVX | Fidelity Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
| FLCKX | Fidelity Leveraged Company Stock K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FBMPX | Fidelity Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FSHOX | Fidelity Select Construction & Housing | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| FDFAX | Fidelity Select Consumer Staples Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Consumer Defensive |
| FSVLX | Fidelity Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| FSPHX | Fidelity Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FSHCX | Fidelity Select Health Care Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| FSMEX | Fidelity Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FSRPX | Fidelity Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Consumer Cyclical |
| FSELX | Fidelity Select Semiconductors | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FSCSX | Fidelity Select Software & IT Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Technology |
| FMET | Fidelity Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Communications |
| FLVCX | Fidelity Leveraged Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FSUTX | Fidelity Select Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FBCVX | Fidelity Blue Chip Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVLTX | Fidelity Advisor Value Leaders M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| FVLIX | Fidelity Advisor Value Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| POWA | Invesco Bloomberg Pricing Power ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 2 | X | Large Blend |
| FLEJX | Fidelity Advisor® Leveraged CoStock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FLEMX | Fidelity Advisor® Leveraged CoStock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FLENX | Fidelity Advisor® Leveraged CoStock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FLELX | Fidelity Advisor® Leveraged CoStock M | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FLEOX | Fidelity Advisor® Leveraged CoStock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Blend |
| FARMX | Fidelity Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Natural Resources |
| FDCF | Fidelity Disruptive Communications ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Communications |
| FJPNX | Fidelity Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| FDFF | Fidelity Disruptive Finance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FMED | Fidelity Disruptive Medicine ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FDTX | Fidelity Disruptive Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Technology |
| FEMKX | Fidelity Emerging Markets Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FKEMX | Fidelity Emerging Markets K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FDEM | Fidelity Emerging Markets Mltfct ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FEMR | Fidelity Enhanced Emerging Markets ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FTQGX | Fidelity Focused Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Large Growth |
| FNSTX | Fidelity Infrastructure | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Infrastructure |
| FIREX | Fidelity Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FSTCX | Fidelity Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FSTSX | Fidelity Series International Sm Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
| FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 5 | V | Consumer Cyclical |
| ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 2 | X | Consumer Cyclical |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| FDD | First Trust STOXX® European Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Europe Stock |
| WCME | First Trust WCM Devpg Wld Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WCMI | First Trust WCM International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 10 | 5 | V | Foreign Large Blend |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Value |
| KONG | Formidable Fortress ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Mid-Cap Blend |
| FPACX | FPA Crescent | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| FPFRX | FPA Crescent Fund Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| FPCSX | FPA Crescent Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Global Moderate Allocation |
| FPAG | FPA Global Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Global Large-Stock Value |
| FNKCX | Frank Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FNKIX | Frank Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FRNKX | Frank Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| FTXG | First Trust Nasdaq Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| EMDM | First Trust Bloomberg Emr Mkt Dem ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FIUIX | Fidelity Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Utilities |
| FEFAX | First Eagle Rising Dividend Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Value |
| FEAMX | First Eagle Rising Dividend Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Value |
| FEAIX | First Eagle Rising Dividend Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Value |
| FEFRX | First Eagle Rising Dividend Fund R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Value |
| FEVAX | First Eagle US A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Moderately Aggressive Allocation |
| FEVCX | First Eagle US C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Moderately Aggressive Allocation |
| FEVIX | First Eagle US I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Moderately Aggressive Allocation |
| FEVRX | First Eagle US R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 4 | X | Moderately Aggressive Allocation |
| FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Consumer Defensive |
| FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 2 | X | Japan Stock |
| FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Foreign Large Value |
| ECLN | First Trust EIP Carbon Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Utilities |
| FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Natural Resources |
| MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Technology |
| FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Technology |
| GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
| HFAJX | Hartford Schroders Intl Cntrrn Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAEX | Hartford Schroders Intl Cntrrn Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSFX | Hartford Schroders Intl Cntrrn Val F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAFX | Hartford Schroders Intl Cntrrn Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAHX | Hartford Schroders Intl Cntrrn Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| IHSAX | Hartford Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| HIASX | Hartford Small Company HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HGOYX | Hartford Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGOAX | Hartford Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOCX | Hartford Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOFX | Hartford Growth Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOIX | Hartford Growth Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGORX | Hartford Growth Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOSX | Hartford Growth Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOTX | Hartford Growth Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGOVX | Hartford Growth Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HFGO | Hartford Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Growth |
| HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| IHSFX | Hartford Small Company F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HDMBX | Hartford Small Company HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| IGSIX | Impax Global Social Leaders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| ICTEX | ICON Health and Information Tech Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| ICTTX | ICON Health and Information Tech Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| MSEFX | iMGP Global Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Global Large-Stock Blend |
| MSILX | iMGP Intl Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PFSVX | iMGP Small Company Fund Instl Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Global Large-Stock Blend |
| PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Growth |
| PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Growth |
| IGSLX | Impax Global Social Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| ICFSX | ICON Consumer Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| PAXDX | Impax Global Sustainable Infras Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| PXSAX | Impax Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| PXSIX | Impax Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| PXSCX | Impax Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Small Blend |
| IFPUX | Independent Franchise Partners US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Blend |
| GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ICMBX | Intrepid Capital Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| ICMVX | Intrepid Capital Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| FDLS | Inspire Fidelis Multi Factor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Blend |
| ICFAX | ICON Consumer Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| HSCVX | Hunter Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| IHSIX | Hartford Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HJPIX | Hennessy Japan Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| IHSSX | Hartford Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSUX | Hartford Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSVX | Hartford Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSCYX | Hartford Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HICGX | Hennessy Cornerstone Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| HFCGX | Hennessy Cornerstone Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| HFCIX | Hennessy Focus Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| HFCSX | Hennessy Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| HGASX | Hennessy Gas Utility Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| GASFX | Hennessy Gas Utility Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| HJPNX | Hennessy Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| HWSZX | Hotchkis & Wiley Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HSVIX | Hodges Small Intrinsic Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| HDSVX | Hodges Small Intrinsic Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| HISIX | Homestead International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HSCSX | Homestead Small Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BEEZ | Honeytree U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Large Blend |
| NVIR | Horizon Kinetics Energy Remediation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| INFL | Horizon Kinetics Inflation Bnfcrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| HWTIX | Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| HWSAX | Hotchkis & Wiley Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWSCX | Hotchkis & Wiley Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HWSIX | Hotchkis & Wiley Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| IHSRX | Hartford Small Company R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GQHIX | GQG Partners US Quality Value Fund Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Value |
| GGRUX | Goldman Sachs Strategic Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GOODX | GoodHaven | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQGRX | GQG Partners Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQFIX | GQG Partners Global Quality Value Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Value |
| GQFPX | GQG Partners Global Quality Value Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Value |
| GQJIX | GQG Partners Intl Qual Val Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQJPX | GQG Partners Intl Qual Val Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQHPX | GQG Partners US Quality Value Fund Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Value |
| GSPPX | Goldman Sachs Strategic Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Moderate Allocation |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | V | Moderate Allocation |
| GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| DIVGX | Guardian Capital Dividend Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Global Large-Stock Blend |
| GFGEX | Guardian Fundamental Glb Eq instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Global Large-Stock Growth |
| GPTUX | GuidePath® Tactical Allocation Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Tactical Allocation |
| GEMYX | GuideStone Funds Emerging Mkts Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GEMZX | GuideStone Funds Emerging Mkts Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| GSTRX | Goldman Sachs Strategic Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSTTX | Goldman Sachs Strategic Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| IWIRX | Guinness Atkinson™ Global Inntrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| GVIP | Goldman Sachs Hedge Industry VIP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 4 | X | Large Growth |
| GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSTIX | Goldman Sachs Strategic Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GSAKX | Goldman Sachs International Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSCKX | Goldman Sachs International Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSNPX | Goldman Sachs International Eq Inc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GSRKX | Goldman Sachs International Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Foreign Large Value |
| GGRAX | Goldman Sachs Strategic Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GGRCX | Goldman Sachs Strategic Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GINNX | Guinness Atkinson™ Global Inntrs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| GSTSX | Goldman Sachs Strategic Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 5 | X | Large Growth |
| GFGF | Guru Favorite Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 3 | X | Large Blend |
| HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HERAX | Hartford Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HLIZX | Harding Loevner International Eq Instl Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMNX | Harding Loevner International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLIDX | Harding Loevner Intl Dev Mkts Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HERSX | Hartford Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HERRX | Hartford Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| TEC | Harbor Transformative Technologies ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HERIX | Hartford Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERFX | Hartford Emerging Markets Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERCX | Hartford Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HERTX | Hartford Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HLMIX | Harding Loevner International Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HERVX | Hartford Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EFFI | Harbor Osmosis Intl Res Efficient ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Blend |
| HHDFX | Hamlin High Dividend Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| HHDVX | Hamlin High Dividend Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| GDIV | Harbor Dividend Growth Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| OSEA | Harbor International Compounders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HERYX | Hartford Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HSICX | Harbor International Compounders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| EFFE | Harbor Osmosis Em Mkts Res Efficient ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HNICX | Harbor International Compounders Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 8 | 8 | 14 | 8 | X | Global Large-Stock Value |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 8 | 2 | 14 | 4 | X | Foreign Large Value |
| FCLAX | Fidelity Advisor Industrials A | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 8 | 8 | 14 | 8 | X | Global Large-Stock Value |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 8 | 5 | 12 | 10 | X | Global Large-Stock Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 3 | 18 | 5 | V | Foreign Large Blend |
| FUNL | CornerCap Fundametrics® Lrg-Cap ETF FUNL | Owns companies we recommend for divestment | 8 | 8 | 14 | 10 | X | Large Value |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 8 | 5 | 18 | 7 | V | Foreign Large Blend |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 8 | 7 | 11 | 5 | X | Large Value |
| QTUM | Defiance Quantum ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 10 | X | Technology |
| TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 8 | 5 | 15 | 9 | X | Global Large-Stock Growth |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 3 | 18 | 5 | V | Foreign Large Blend |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 7 | 21 | 21 | 16 | X | Large Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 7 | 7 | 10 | 9 | X | Mid-Cap Blend |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 9 | 15 | 10 | X | Mid-Cap Blend |
| PIALX | Victory Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| PIDCX | Victory Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| IMOYX | Victory Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 7 | 11 | 20 | 14 | X | Global Moderate Allocation |
| UVALX | Victory Value | Owns companies we recommend for divestment | 7 | 7 | 15 | 10 | X | Large Value |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 7 | 7 | 15 | 10 | X | Large Value |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 7 | 2 | 14 | 4 | X | Foreign Large Value |
| BFRE | Westwood LBRTY Global Equity ETF | Owns companies we recommend for divestment | 7 | 9 | 12 | 8 | X | Global Large-Stock Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 3 | 18 | 5 | V | Foreign Large Blend |
| WINAX | Wilmington International A | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| WINIX | Wilmington International Institutional | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 8 | X | Mid-Cap Value |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Mid-Cap Blend |
| USSG | Xtrackers MSCI USA Selection Eq ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| SNPE | Xtrackers S&P 500 Scrd & Scrn ETF | Owns companies we recommend for divestment | 7 | 17 | 16 | 10 | V | Large Blend |
| LDVAX | AXS FTSE Vntr Cptl RetTrckr A | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVCX | AXS FTSE Vntr Cptl RetTrckr C | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVIX | AXS FTSE Vntr Cptl RetTrckr I | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| FCLCX | Fidelity Advisor Industrials C | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FZANX | Fidelity Advisor New Insights Z | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| FCLIX | Fidelity Advisor Industrials I | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 8 | 10 | 17 | 8 | X | Large Growth |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GOP | Unusual Whales Subversive Rep Trd ETF | Owns companies we recommend for divestment | 7 | 7 | 16 | 8 | X | Large Blend |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 8 | 7 | 24 | 19 | X | Technology |
| ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 8 | 12 | 15 | 15 | X | Global Moderate Allocation |
| FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 8 | 10 | 17 | 8 | X | Large Growth |
| XUDV | Franklin U.S. Dividend Mltplr Idx ETF | Owns companies we recommend for divestment | 8 | 7 | 11 | 7 | X | Large Value |
| FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Large Blend |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| FSAEX | Fidelity Series All-Sector Equity | Owns companies we recommend for divestment | 8 | 10 | 20 | 10 | X | Large Blend |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 8 | 7 | 10 | 6 | X | Large Blend |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 8 | 10 | 17 | 8 | X | Large Growth |
| FCLTX | Fidelity Advisor Industrials M | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| FIKEX | Fidelity Advisor Industrials Z | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FNIAX | Fidelity Advisor New Insights A | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| FNICX | Fidelity Advisor New Insights C | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| FINSX | Fidelity Advisor New Insights I | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 8 | 9 | 17 | 10 | X | Large Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 8 | 10 | 18 | 12 | X | Large Blend |
| FNITX | Fidelity Advisor New Insights M | Owns companies we recommend for divestment | 8 | 11 | 19 | 11 | X | Large Growth |
| FMDE | Fidelity Enhanced Mid Cap ETF | Owns companies we recommend for divestment | 8 | 8 | 10 | 7 | X | Mid-Cap Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 8 | 12 | 19 | 12 | X | Global Large-Stock Blend |
| FBAOX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBARX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAUX | Fidelity Advisor® Balanced I | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAQX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAVX | Fidelity Advisor® Balanced Z | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBALX | Fidelity Balanced | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAKX | Fidelity Balanced K | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 1 | X | Foreign Small/Mid Blend |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| USRTX | Horizon Multi-Factor U.S. Equity Advisor | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Large Blend |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 6 | X | Small Blend |
| MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 8 | 7 | X | Large Blend |
| EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 7 | 2 | 17 | 6 | X | Foreign Large Value |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 13 | X | Small Value |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 7 | 3 | 8 | 9 | X | Small Growth |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 7 | 8 | 13 | 8 | V | Large Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 18 | 5 | X | Foreign Large Value |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| DDICX | Macquarie Wealth Builder C | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| DDERX | Macquarie Wealth Builder R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 7 | 9 | 6 | 12 | X | Small Blend |
| MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 7 | 9 | 6 | 12 | X | Small Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| DDDRX | Macquarie Wealth Builder R | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| DDIIX | Macquarie Wealth Builder Institutional | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| DDIAX | Macquarie Wealth Builder A | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| THRO | iShares U.S. Thematic Rotation ActiveETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 11 | X | Large Blend |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 7 | 6 | 10 | 8 | X | Large Value |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 7 | 5 | 4 | 8 | X | Mid-Cap Blend |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 13 | V | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 7 | 7 | 9 | 11 | X | Small Blend |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 7 | 7 | 6 | 8 | X | Mid-Cap Blend |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 21 | 5 | X | Foreign Large Blend |
| SUVZX | PGIM Quant Solutions Large-Cap Val Z | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 7 | 22 | 10 | X | Europe Stock |
| Intech S&P Small-Mid Cap Divers Alp ETF | Owns companies we recommend for divestment | 7 | 10 | 6 | 11 | X | Mid-Cap Blend |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 7 | 7 | 22 | 10 | X | Europe Stock |
| ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 8 | X | Mid-Cap Value |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 7 | 17 | 16 | 10 | V | Large Blend |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 7 | 7 | 11 | 6 | X | Mid-Cap Value |
| STXM | Strive Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 7 | 8 | 8 | 7 | X | Small Value |
| SUVQX | PGIM Quant Solutions Large-Cap Val R6 | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 7 | 11 | 18 | 10 | X | Large Blend |
| MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 7 | 2 | 2 | 6 | X | Mid-Cap Value |
| NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 7 | 10 | 16 | 15 | X | Large Blend |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| PRVRX | PGIM Quant Solutions Large-Cap Val R | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| OFVIX | O'Shaughnessy Market Leaders Value I | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Large Value |
| SUVAX | PGIM Quant Solutions Large-Cap Val A | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| SUVCX | PGIM Quant Solutions Large-Cap Val C | Owns companies we recommend for divestment | 7 | 8 | 15 | 7 | X | Large Value |
| ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 8 | 15 | 18 | 9 | X | Large Value |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 8 | 9 | 9 | 7 | X | Large Value |
| USRAX | Horizon Multi-Factor U.S. Equity Inv | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Large Blend |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 8 | 9 | 7 | 11 | X | Small Value |
| AXMIX | Acclivity Mid Cap Multi-Style I | Owns companies we recommend for divestment | 9 | 6 | 5 | 12 | X | Mid-Cap Blend |
| AXMNX | Acclivity Mid Cap Multi-Style N | Owns companies we recommend for divestment | 9 | 6 | 5 | 12 | X | Mid-Cap Blend |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 11 | X | Large Value |
| FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 8 | 0 | 16 | 3 | X | Foreign Small/Mid Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 8 | 12 | 27 | 12 | X | Global Large-Stock Blend |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 8 | 6 | 17 | 10 | X | Large Value |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 8 | 25 | 29 | 22 | V | Large Blend |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 8 | 8 | 19 | 10 | X | Large Blend |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 8 | 14 | 14 | 12 | X | Mid-Cap Value |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 8 | 12 | 27 | 12 | X | Global Large-Stock Blend |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 8 | 9 | 9 | 7 | X | Large Value |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 8 | 11 | 12 | 10 | X | Large Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 8 | 6 | 12 | 9 | X | Global Large-Stock Value |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | Owns companies we recommend for divestment | 8 | 3 | 9 | 8 | X | Mid-Cap Blend |
| CRTVX | Catholic Rsp Invst Mlt-Styl US Eq Inv | Owns companies we recommend for divestment | 9 | 12 | 20 | 14 | X | Large Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| FDLO | Fidelity Low Volatility Factor ETF | Owns companies we recommend for divestment | 9 | 7 | 14 | 12 | X | Large Blend |
| FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 9 | 4 | 9 | 4 | X | Foreign Large Blend |
| FLXSX | Fidelity Flex Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| FELC | Fidelity Enhanced Large Cap Core ETF | Owns companies we recommend for divestment | 9 | 16 | 23 | 14 | X | Large Blend |
| CRTSX | Catholic Rsp Invst Mlt-Styl US Eq Ins | Owns companies we recommend for divestment | 9 | 12 | 20 | 14 | X | Large Blend |
| CFMSX | Column Mid Cap Select | Owns companies we recommend for divestment | 9 | 0 | 8 | 9 | X | Mid-Cap Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 9 | 11 | 15 | 10 | X | Large Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 9 | 3 | 10 | 7 | X | Industrials |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 9 | 6 | 20 | 7 | X | Diversified Emerging Mkts |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 9 | 1 | 26 | 3 | X | Foreign Large Value |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 9 | 15 | 20 | 14 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 9 | 15 | 20 | 14 | V | Large Blend |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 9 | 15 | 20 | 14 | V | Large Blend |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 9 | 2 | 18 | 5 | X | Foreign Large Value |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 12 | X | Large Value |
| FSSNX | Fidelity Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 9 | 15 | 20 | 14 | V | Large Blend |
| FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 9 | 11 | 21 | 9 | X | Large Growth |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| TPLE | Timothy Plan US Large/Mid Cp Cr Enh ETF | Owns companies we recommend for divestment | 8 | 3 | 9 | 8 | X | Mid-Cap Blend |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 8 | 9 | 14 | 14 | X | Large Growth |
| IGTR | Innovator Gradient Tactical Rot Str ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 8 | 4 | 9 | 8 | X | Large Value |
| EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Moderate Allocation |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 8 | 6 | 22 | 11 | X | Large Blend |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 8 | 8 | 12 | 8 | X | Mid-Cap Value |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| PALDX | PGIM 60/40 Allocation R6 | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Moderate Allocation |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 12 | 5 | X | Foreign Large Blend |
| KLMN | Invesco MSCI North America Climate ETF | Owns companies we recommend for divestment | 8 | 17 | 22 | 15 | V | Global Large-Stock Blend |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | V | Foreign Large Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 8 | 8 | 16 | 7 | V | Large Value |
| XVV | iShares ESG Select Screened S&P 500 ETF | Owns companies we recommend for divestment | 8 | 20 | 23 | 16 | V | Large Blend |
| IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 9 | 9 | X | Mid-Cap Value |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Large Value |
| MDVZX | Manning & Napier Disciplined Value Z | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| DYNF | iShares U.S. Equity Fac Rotation Act ETF | Owns companies we recommend for divestment | 8 | 9 | 21 | 9 | X | Large Blend |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| JMEE | JPMorgan Small & Mid Cap Enh Eq ETF | Owns companies we recommend for divestment | 8 | 9 | 8 | 13 | X | Small Blend |
| MNDFX | Manning & Napier Disciplined Value I | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDFSX | Manning & Napier Disciplined Value S | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDVWX | Manning & Napier Disciplined Value W | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 8 | 8 | 12 | 8 | X | Mid-Cap Value |
| PTMAX | PGIM Quant Solutions Large-Cap Cor Eq A | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 8 | 9 | 14 | 14 | X | Large Growth |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 8 | 12 | 12 | 12 | X | Small Blend |
| RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| FNDA | Schwab Fundamental U.S. Small CompanyETF | Owns companies we recommend for divestment | 8 | 8 | 11 | 9 | X | Small Blend |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 8 | 8 | 11 | 9 | X | Small Blend |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 8 | 8 | 11 | 9 | X | Small Blend |
| RTSSX | Russell Inv Tax-Managed US Mid&Sm Cap S | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 8 | 9 | 26 | 10 | X | Global Large-Stock Value |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| TRDFX | Steward Values Enhanced SmMidCapA | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SCECX | Steward Values Enhanced SmMidCapI | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SSMOX | Steward Values Enhanced SmMidCapR6 | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 8 | 5 | 10 | 8 | X | Small Blend |
| RTOUX | Russell Inv Tax-Managed US Mid&Sm Cap M | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| PTMCX | PGIM Quant Solutions Large-Cap Cor Eq C | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PTMQX | PGIM Quant Solutions Large-Cap Cor Eq R6 | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PTEZX | PGIM Quant Solutions Large-Cap Cor Eq Z | Owns companies we recommend for divestment | 8 | 11 | 21 | 12 | X | Large Blend |
| PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 3 | 18 | 9 | X | Foreign Large Value |
| PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 3 | 18 | 9 | X | Foreign Large Value |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| RTSCX | Russell Inv Tax-Managed US Mid&Sm Cap C | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| UFO | Procure Space ETF | Owns companies we recommend for divestment | 8 | 0 | 7 | 6 | X | Industrials |
| RBCGX | Reynolds Blue Chip Growth | Owns companies we recommend for divestment | 8 | 13 | 21 | 9 | X | Large Growth |
| RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RTSAX | Russell Inv Tax-Managed US Mid&Sm Cap A | Owns companies we recommend for divestment | 8 | 6 | 9 | 10 | X | Small Blend |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 6 | X | Large Value |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 6 | 10 | 15 | 8 | V | Large Blend |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| WAR | U.S. Global Tech and Arspc & Defense ETF | Owns companies we recommend for divestment | 6 | 2 | 6 | 3 | X | Technology |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICVX | USA Mutuals Vice Institutional | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICEX | USA Mutuals Vice Investor | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Moderate Allocation |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Growth |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TPIF | Timothy Plan International ETF | Owns companies we recommend for divestment | 6 | 1 | 14 | 3 | X | Foreign Large Blend |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 6 | 6 | 13 | 7 | X | Large Value |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 14 | 4 | V | Foreign Large Blend |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 6 | 2 | 7 | 8 | X | Mid-Cap Value |
| SFYX | SoFi Next 500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 9 | X | Mid-Cap Blend |
| ZDIIX | Zacks Dividend Institutional | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 1 | 15 | 2 | X | Foreign Large Value |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 8 | X | Mid-Cap Value |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 18 | 20 | 11 | X | Large Blend |
| CZOVX | Zacks All-Cap Core Institutional | Owns companies we recommend for divestment | 6 | 7 | 14 | 10 | X | Large Blend |
| ZDIVX | Zacks Dividend Investor | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| SPDV | AAM S&P 500 High Dividend Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 6 | X | Mid-Cap Value |
| APIE | ActivePassive International Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 16 | 7 | X | Foreign Large Blend |
| Adara Smaller Companies | Owns companies we recommend for divestment | 7 | 6 | 4 | 10 | X | Small Blend |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 7 | 10 | 11 | 9 | X | Large Value |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 10 | 6 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 6 | 9 | 17 | 15 | X | Large Value |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 6 | 8 | 6 | 8 | X | Mid-Cap Value |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Large Value |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 6 | 9 | 17 | 15 | X | Large Value |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 6 | X | Large Value |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| SGLC | SGI U.S. Large Cap Core ETF | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Blend |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| KVLE | KraneShares Value Line® Dyn Div Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Large Value |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| LSVGX | LSV Global Value Institutional | Owns companies we recommend for divestment | 6 | 8 | 18 | 9 | X | Global Large-Stock Value |
| RSSL | Global X Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| LSVD | LSV Disciplined Value ETF | Owns companies we recommend for divestment | 6 | 11 | 18 | 10 | X | Large Value |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| BUYO | KraneShares Man Buyout Beta Index ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 5 | X | Mid-Cap Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 6 | 11 | 16 | 14 | X | Large Blend |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 8 | 16 | 9 | X | Large Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| LVAGX | LSV Global Value Investor | Owns companies we recommend for divestment | 6 | 8 | 18 | 9 | X | Global Large-Stock Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| LSVEX | LSV Value Equity | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MFSV | MFS Active Value ETF | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 6 | 7 | 6 | 7 | X | Global Large-Stock Blend |
| LVAEX | LSV Value Equity Investor | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| SEIV | SEI Enhanced US Large Cap Value Fac ETF | Owns companies we recommend for divestment | 6 | 10 | 16 | 11 | X | Large Value |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 6 | 2 | 13 | 2 | X | Foreign Large Value |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 4 | 15 | 8 | X | Large Blend |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 6 | 3 | 11 | 5 | X | Large Value |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Large Value |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Moderate Allocation |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MSTFX | Morningstar International Equity | Owns companies we recommend for divestment | 6 | 2 | 16 | 6 | X | Foreign Large Blend |
| NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 6 | 9 | 10 | 7 | X | Small Blend |
| NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 6 | 9 | 10 | 7 | X | Small Blend |
| GLBL | Pacer MSCI World Industry Advantage ETF | Owns companies we recommend for divestment | 6 | 14 | 19 | 15 | X | Global Large-Stock Blend |
| COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 7 | X | Mid-Cap Value |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 6 | 10 | 18 | 11 | X | Large Growth |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EITMX | Eaton Vance Tx-Mgd Growth 1.1 I | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 7 | 5 | 6 | 6 | X | Small Growth |
| DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 7 | 3 | 32 | 4 | X | Foreign Large Value |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 7 | 3 | 23 | 5 | X | Foreign Large Value |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 7 | 8 | 15 | 6 | X | Large Blend |
| CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| ETTGX | Eaton Vance Tx-Mgd Growth 1.1 A | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| ECTGX | Eaton Vance Tx-Mgd Growth 1.1 C | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| EXTGX | Eaton Vance Tx-Mgd Growth 1.2 A | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 7 | 7 | 13 | 5 | X | Large Blend |
| EZTGX | Eaton Vance Tx-Mgd Growth 1.2 C | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| EITGX | Eaton Vance Tx-Mgd Growth 1.2 I | Owns companies we recommend for divestment | 7 | 10 | 15 | 10 | X | Large Blend |
| LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| FDERX | Federated Hermes Equity Income R | Owns companies we recommend for divestment | 7 | 7 | 14 | 6 | X | Large Value |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 7 | 5 | 13 | 5 | X | Large Growth |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 7 | 3 | 14 | 1 | X | Foreign Small/Mid Growth |
| FLACX | Fidelity Advisor Stock Sel C | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 8 | X | Mid-Cap Blend |
| BRAGX | Bridgeway Aggressive Investors 1 | Owns companies we recommend for divestment | 7 | 9 | 14 | 11 | X | Large Blend |
| BUFDX | Buffalo Growth & Income | Owns companies we recommend for divestment | 7 | 8 | 12 | 6 | X | Large Blend |
| BUIDX | Buffalo Growth & Income Inst | Owns companies we recommend for divestment | 7 | 8 | 12 | 6 | X | Large Blend |
| CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 7 | 5 | 15 | 8 | V | Foreign Large Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| QSCCFX | CREF Social Choice Account (R4) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 8 | X | Large Value |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 7 | 6 | 14 | 10 | X | Large Blend |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 12 | 12 | X | Large Growth |
| CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 7 | 6 | 13 | 7 | X | Diversified Emerging Mkts |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 6 | X | Large Value |
| QCSCRX | CREF Social Choice Account (R1) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCPX | CREF Social Choice Account (R2) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCIX | CREF Social Choice Account (R3) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| FMAMX | Fidelity Advisor Stock Sel A | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FBRNX | Fidelity Advisor Stock Sel I | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 7 | 5 | 9 | 3 | X | Foreign Large Blend |
| FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Small Blend |
| FDSSX | Fidelity Stock Selec | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FSSKX | Fidelity Stock Selec-Class K | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FSDIX | Fidelity Strategic Dividend & Income | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 7 | 12 | 14 | 9 | V | Large Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 7 | 5 | 10 | 5 | X | Large Value |
| FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 9 | X | Mid-Cap Blend |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 7 | 2 | 12 | 3 | X | Large Blend |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 7 | 4 | 14 | 10 | V | Foreign Large Blend |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 2 | 21 | 7 | X | Foreign Large Value |
| CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 7 | 2 | 19 | 4 | X | Foreign Large Blend |
| GVEQX | Government Street Equity | Owns companies we recommend for divestment | 7 | 7 | 15 | 11 | X | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 7 | 16 | 16 | 12 | V | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 7 | 16 | 16 | 12 | V | Large Blend |
| INFO | Harbor PanAgora Dynamic Lg Cp Cor ETF | Owns companies we recommend for divestment | 7 | 11 | 16 | 11 | X | Large Blend |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 7 | 5 | 17 | 8 | X | Large Value |
| FSJHX | Fidelity Advisor Stock Sel M | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FGIJX | Fidelity Advisor® Growth & Income C | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FZAPX | Fidelity Advisor Stock Sel Z | Owns companies we recommend for divestment | 7 | 12 | 20 | 11 | X | Large Blend |
| FASDX | Fidelity Advisor Strategic Div & Inc A | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FCSDX | Fidelity Advisor Strategic Div & Inc C | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FSIDX | Fidelity Advisor Strategic Div & Inc I | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FIQWX | Fidelity Advisor Strategic Div & Inc Z | Owns companies we recommend for divestment | 7 | 9 | 17 | 12 | X | Moderately Aggressive Allocation |
| FGIDX | Fidelity Advisor® Growth & Income A | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGJDX | Fidelity Advisor® Growth & Income I | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGIEX | Fidelity Advisor® Growth & Income M | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGJEX | Fidelity Advisor® Growth & Income Z | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FBKFX | Fidelity Balanced K6 | Owns companies we recommend for divestment | 7 | 12 | 19 | 9 | X | Moderate Allocation |
| FCNTX | Fidelity Contrafund | Owns companies we recommend for divestment | 7 | 11 | 20 | 9 | X | Large Growth |
| FCNKX | Fidelity Contrafund K | Owns companies we recommend for divestment | 7 | 11 | 20 | 9 | X | Large Growth |
| FLCNX | Fidelity Contrafund K6 | Owns companies we recommend for divestment | 7 | 11 | 20 | 9 | X | Large Growth |
| FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 7 | 5 | 18 | 8 | X | Large Value |
| FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 7 | 7 | 14 | 8 | X | Large Growth |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 7 | 7 | 12 | 11 | X | Large Growth |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 7 | 5 | 19 | 5 | X | Foreign Large Blend |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 7 | 8 | 23 | 10 | X | Global Large-Stock Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 7 | 5 | 19 | 5 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 7 | 5 | 19 | 5 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 7 | 5 | 19 | 5 | X | Foreign Large Blend |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 7 | 2 | 7 | 10 | X | Mid-Cap Growth |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 7 | 5 | 19 | 5 | X | Foreign Large Blend |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 7 | 5 | 13 | 8 | X | Large Value |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 7 | 6 | 17 | 10 | X | Mid-Cap Blend |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 9 | X | Global Moderately Aggressive Allocation |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 7 | 17 | 11 | X | Global Large-Stock Growth |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 9 | 10 | 16 | 11 | V | Large Blend |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 11 | 0 | 8 | 9 | X | Industrials |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| MKSCX | BlackRock Sustainable Advantage Gbl Eq K | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| MDSCX | BlackRock Sustainable Advantage Gl EqIns | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| MASCX | BlackRock Sustainable Advantage GlEqInvA | Owns companies we recommend for divestment | 12 | 13 | 28 | 12 | V | Global Large-Stock Blend |
| DINIX | BNY Mellon International Stock Index I | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| DIISX | BNY Mellon International Stock Index Inv | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 12 | 11 | 11 | 13 | X | Mid-Cap Growth |
| DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 12 | 0 | 25 | 0 | X | Europe Stock |
| DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 12 | 11 | 17 | 16 | X | Large Value |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| MXPBX | Empower International Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 11 | 2 | 20 | 0 | X | Foreign Small/Mid Value |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 5 | 20 | 9 | X | Foreign Large Blend |
| WLCVX | Wilshire Large Company Value Instl | Owns companies we recommend for divestment | 11 | 15 | 19 | 17 | X | Large Value |
| DTLVX | Wilshire Large Company Value Invmt | Owns companies we recommend for divestment | 11 | 15 | 19 | 17 | X | Large Value |
| DDLS | WisdomTree Dynamic Intl SmCap Eq ETF | Owns companies we recommend for divestment | 11 | 2 | 20 | 0 | X | Foreign Small/Mid Value |
| APUE | ActivePassive U.S. Equity ETF | Owns companies we recommend for divestment | 12 | 16 | 26 | 15 | X | Large Blend |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 12 | 13 | 23 | 17 | X | Large Growth |
| DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 12 | 11 | 17 | 16 | X | Large Value |
| MXINX | Empower International Index Inv | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 11 | 13 | 26 | 14 | X | Large Blend |
| GIIAX | Nationwide International Index A | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index A | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index I | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 15 | X | Mid-Cap Value |
| LSVVX | LSV Conservative Value Equity | Owns companies we recommend for divestment | 12 | 15 | 19 | 12 | X | Large Value |
| LVAVX | LSV Conservative Value Equity Investor | Owns companies we recommend for divestment | 12 | 15 | 19 | 12 | X | Large Value |
| TIEUX | Morgan Stanley Pathway Intl Eq | Owns companies we recommend for divestment | 12 | 5 | 24 | 8 | X | Foreign Large Blend |
| NWXPX | Nationwide International Index Instl Svc | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| GIIRX | Nationwide International Index R | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| GIXIX | Nationwide International Index R6 | Owns companies we recommend for divestment | 12 | 6 | 25 | 10 | X | Foreign Large Blend |
| NOINX | Northern International Equity Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIHX | Nuveen International Eq Idx I | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRIPX | Nuveen International Eq Idx Premier | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIEX | Nuveen International Eq Idx R6 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRIEX | Nuveen International Eq Idx Retire | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| JNL International Index I | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| FSPSX | Fidelity International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PFM | Invesco Dividend Achievers™ ETF | Owns companies we recommend for divestment | 12 | 12 | 16 | 11 | X | Large Value |
| FIONX | Fidelity SAI International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| FHLFX | Fidelity Series International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 18 | 13 | X | Large Blend |
| FV | First Trust Dorsey Wright Focus 5 ETF | Owns companies we recommend for divestment | 12 | 12 | 17 | 16 | X | Mid-Cap Blend |
| FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 12 | 11 | 11 | 13 | X | Large Value |
| GBATX | GMO Strategic Opportunities Allc III | Owns companies we recommend for divestment | 12 | 17 | 42 | 17 | X | Miscellaneous Allocation |
| GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 4 | 27 | 10 | X | Foreign Large Blend |
| RSPN | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 12 | 14 | 16 | 13 | X | Large Value |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 12 | 13 | 15 | 16 | X | Small Blend |
| EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| BTMGX | iShares MSCI EAFE Intl Idx G | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 10 | 9 | 17 | X | Small Value |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 11 | 13 | 26 | 14 | X | Large Blend |
| PQDMX | PGIM Quant Solutions Intl Dev Mkts IdxR6 | Owns companies we recommend for divestment | 12 | 5 | 26 | 10 | X | Foreign Large Blend |
| FTASX | Fidelity Advisor Asset Manager 70% M | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FSCNX | Fidelity Advisor Asset Manager 60% C | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| FSNIX | Fidelity Advisor Asset Manager 60% I | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| FSATX | Fidelity Advisor Asset Manager 60% M | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| FIQAX | Fidelity Advisor Asset Manager 60% Z | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| FAASX | Fidelity Advisor Asset Manager 70% A | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FCASX | Fidelity Advisor Asset Manager 70% C | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FAAIX | Fidelity Advisor Asset Manager 70% I | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FIQBX | Fidelity Advisor Asset Manager 70% Z | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| EIEAX | Eaton Vance Tax-Managed Eq Aset Allc I | Owns companies we recommend for divestment | 11 | 12 | 19 | 12 | X | Aggressive Allocation |
| FEYAX | Fidelity Advisor Asset Manager 85% A | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| FEYCX | Fidelity Advisor Asset Manager 85% C | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| FEYIX | Fidelity Advisor Asset Manager 85% I | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| FEYTX | Fidelity Advisor Asset Manager 85% M | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| FIQCX | Fidelity Advisor Asset Manager 85% Z | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| FSANX | Fidelity Asset Manager 60% | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| FASGX | Fidelity Asset Manager 70% | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderately Aggressive Allocation |
| FSAAX | Fidelity Advisor Asset Manager 60% A | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Moderate Allocation |
| ECEAX | Eaton Vance Tax-Managed Eq Aset Allc C | Owns companies we recommend for divestment | 11 | 12 | 19 | 12 | X | Aggressive Allocation |
| FIMVX | Fidelity Mid Cap Value Index | Owns companies we recommend for divestment | 11 | 14 | 10 | 17 | X | Mid-Cap Value |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 11 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 11 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 11 | 15 | 28 | 14 | V | Large Blend |
| EAEAX | Eaton Vance Tax-Managed Eq Aset Allc A | Owns companies we recommend for divestment | 11 | 12 | 19 | 12 | X | Aggressive Allocation |
| MIMSX | BNY Mellon Mid Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 11 | 11 | 12 | 14 | X | Mid-Cap Blend |
| MPMCX | BNY Mellon Mid Cap Multi-Strategy M | Owns companies we recommend for divestment | 11 | 11 | 12 | 14 | X | Mid-Cap Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CRQSX | Catholic Rspnsbl Invst Equity Idx Ins | Owns companies we recommend for divestment | 11 | 22 | 26 | 16 | X | Large Blend |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 11 | 10 | 12 | 11 | X | Large Value |
| DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 11 | 2 | 28 | 6 | X | Foreign Large Blend |
| FAMRX | Fidelity Asset Manager 85% | Owns companies we recommend for divestment | 11 | 13 | 27 | 14 | X | Global Aggressive Allocation |
| ONEQ | Fidelity Nasdaq Composite ETF | Owns companies we recommend for divestment | 11 | 12 | 24 | 14 | X | Large Growth |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderate Allocation |
| RLISX | Russell Inv Equity Income S | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| JUSA | JPMorgan U.S. Research Enh Lg Cp ETF | Owns companies we recommend for divestment | 11 | 12 | 23 | 15 | X | Large Blend |
| JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 12 | 18 | 13 | X | Large Blend |
| NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 11 | 29 | 32 | 27 | X | Large Blend |
| HFXI | NYLI FTSE International Eq Ccy Netrl ETF | Owns companies we recommend for divestment | 11 | 5 | 25 | 9 | X | Foreign Large Blend |
| PALC | Pacer Lunt Large Cap Mlt Ftr Alt ETF | Owns companies we recommend for divestment | 11 | 16 | 15 | 11 | X | Large Blend |
| RSQAX | Russell Inv Equity Income A | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| REQSX | Russell Inv Equity Income C | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| REAYX | Russell Inv Equity Income Y | Owns companies we recommend for divestment | 11 | 13 | 17 | 12 | X | Large Value |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 11 | 13 | 16 | 15 | X | Small Blend |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 11 | 16 | 23 | 22 | V | Global Large-Stock Blend |
| CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderately Aggressive Allocation |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderately Aggressive Allocation |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 15 | X | Global Moderate Allocation |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 11 | 13 | 16 | 15 | X | Small Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 11 | 9 | 17 | 13 | X | Large Blend |
| FSUVX | Fidelity SAI US LowVolatility Idx | Owns companies we recommend for divestment | 11 | 6 | 13 | 15 | X | Large Blend |
| GIIYX | GuideStone Funds Intl Eq Idx Instl | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 11 | 5 | 13 | 11 | X | Large Value |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 11 | 14 | 21 | 15 | X | Large Blend |
| AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 11 | 16 | 14 | 11 | X | Mid-Cap Value |
| GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 11 | 18 | 40 | 21 | X | Global Large-Stock Value |
| GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 11 | 18 | 41 | 21 | X | Global Large-Stock Value |
| GIIZX | GuideStone Funds Intl Eq Idx Investor | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 11 | 9 | 17 | 13 | X | Large Blend |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 11 | 4 | 18 | 9 | X | Large Blend |
| HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 11 | 18 | 23 | 16 | X | Mid-Cap Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 11 | 13 | 22 | 14 | V | Large Blend |
| DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 11 | 13 | 16 | 13 | X | Large Value |
| IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 11 | 13 | 21 | 15 | X | Large Growth |
| IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 11 | 14 | 10 | 17 | X | Mid-Cap Value |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 11 | 16 | 26 | 15 | X | Large Blend |
| JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 11 | 4 | 27 | 9 | X | Foreign Large Blend |
| TCIWX | Nuveen International Eq Idx W | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PIDIX | Principal International EQ Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| SAGP | Strategas Global Policy Opp ETF | Owns companies we recommend for divestment | 13 | 5 | 8 | 16 | X | Global Small/Mid Stock |
| FNDF | Schwab Fundamental International Eq ETF | Owns companies we recommend for divestment | 13 | 7 | 34 | 10 | X | Foreign Large Value |
| SFNNX | Schwab Fundamental Intl Equity Index Fd | Owns companies we recommend for divestment | 13 | 7 | 34 | 10 | X | Foreign Large Value |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 13 | 17 | 27 | 17 | X | Large Blend |
| SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 13 | 17 | 24 | 17 | X | Large Blend |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 13 | 12 | 30 | 17 | X | Moderate Allocation |
| JNL/BlackRock Global Allocation A | Owns companies we recommend for divestment | 13 | 13 | 31 | 14 | X | Global Moderate Allocation |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 13 | 12 | 30 | 17 | X | Moderate Allocation |
| PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 13 | 12 | 15 | 18 | X | Mid-Cap Blend |
| PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| JNL/BlackRock Global Allocation I | Owns companies we recommend for divestment | 13 | 13 | 31 | 14 | X | Global Moderate Allocation |
| JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 13 | 11 | 11 | 16 | X | Mid-Cap Blend |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 13 | 7 | 20 | 10 | X | Global Large-Stock Blend |
| FYMCX | Fidelity Advisor Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 13 | 16 | 21 | 18 | X | Large Blend |
| FYMAX | Fidelity Advisor Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FYMIX | Fidelity Advisor Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 13 | 3 | 12 | 9 | X | Industrials |
| FYMMX | Fidelity Advisor Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FELV | Fidelity Enhanced Large Cap Value ETF | Owns companies we recommend for divestment | 13 | 14 | 24 | 15 | X | Large Value |
| FYMRX | Fidelity Sustainable Multi-Asset | Owns companies we recommend for divestment | 13 | 18 | 35 | 20 | V | Global Moderate Allocation |
| FZIPX | Fidelity ZERO Extended Market Index | Owns companies we recommend for divestment | 13 | 14 | 18 | 17 | X | Small Blend |
| MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 13 | 0 | 10 | 11 | X | Industrials |
| Intech S&P Large Cap Diversified Alp ETF | Owns companies we recommend for divestment | 13 | 19 | 24 | 17 | X | Large Blend |
| PXF | Invesco RAFI Developed Markets ex-US ETF | Owns companies we recommend for divestment | 13 | 7 | 32 | 10 | X | Foreign Large Value |
| GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 13 | 16 | 31 | 11 | X | Global Large-Stock Blend |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 13 | 12 | 25 | 16 | X | Large Blend |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 13 | 7 | 20 | 10 | X | Global Large-Stock Blend |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 13 | 23 | 27 | 20 | X | Large Blend |
| FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 13 | 23 | 27 | 20 | X | Large Blend |
| YOKE | Yoke Core ETF | Owns companies we recommend for divestment | 13 | 13 | 19 | 16 | X | Global Large-Stock Blend |
| ACVF | American Conservative Values ETF | Owns companies we recommend for divestment | 14 | 15 | 22 | 14 | X | Large Blend |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 14 | 8 | 22 | 15 | X | Moderate Allocation |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| SPDG | SPDR Portfolio S&P Sector Netrl Div ETF | Owns companies we recommend for divestment | 12 | 12 | 15 | 11 | X | Large Value |
| EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 12 | 2 | 11 | 9 | X | Industrials |
| FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 12 | 0 | 11 | 13 | X | Technology |
| PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 15 | 6 | X | Foreign Large Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 12 | 9 | 16 | 8 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 12 | 9 | 16 | 8 | X | Large Value |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 12 | 14 | 23 | 17 | X | Mid-Cap Value |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| ITAN | Sparkline Intangible Value ETF | Owns companies we recommend for divestment | 12 | 9 | 20 | 18 | X | Large Value |
| SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 15 | 6 | X | Foreign Large Value |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| PCMSX | Principal MidCap Value I R6 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PFIEX | Principal International Equity Index R6 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 12 | 14 | 12 | 17 | X | Mid-Cap Value |
| RTITX | Russell Inv Multifactor Intl Eq M | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| RTIRX | Russell Inv Multifactor Intl Eq R6 | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTISX | Russell Inv Multifactor Intl Eq S | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTIYX | Russell Inv Multifactor Intl Eq Y | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| SAUMX | SA US Small Company | Owns companies we recommend for divestment | 12 | 12 | 14 | 19 | X | Small Blend |
| SABTX | SA US Value | Owns companies we recommend for divestment | 12 | 11 | 16 | 15 | X | Large Value |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 12 | 4 | 22 | 4 | X | Foreign Large Blend |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| VSLU | Applied Finance Valuation LgCp ETF | Owns companies we recommend for divestment | 13 | 11 | 23 | 17 | X | Large Blend |
| AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 24 | 0 | X | Foreign Small/Mid Value |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 13 | 9 | 12 | 13 | X | Mid-Cap Blend |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 13 | 17 | 24 | 15 | X | Large Value |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| TNBRX | 1290 SmartBeta Equity R | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 12 | 4 | 30 | 10 | X | Foreign Large Value |
| TNBAX | 1290 SmartBeta Equity A | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TNBIX | 1290 SmartBeta Equity I | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 10 | 24 | 15 | X | Global Large-Stock Blend |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| GSCGX | Goldman Sachs Large Cap Equity A | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 9 | 8 | 8 | 9 | X | Mid-Cap Value |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 9 | 11 | 14 | 8 | X | Global Large-Stock Value |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 10 | 4 | 13 | 13 | X | Large Value |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 9 | 8 | 8 | 9 | X | Mid-Cap Value |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 15 | 20 | 15 | X | Large Growth |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| Aquarius International | Owns companies we recommend for divestment | 10 | 8 | 25 | 11 | X | Foreign Large Blend |
| BLUIX | Blueprint Adaptive Growth Allc Instl | Owns companies we recommend for divestment | 10 | 12 | 21 | 12 | X | Moderate Allocation |
| QCGRRX | CREF Growth Account (R1) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| QCGRPX | CREF Growth Account (R2) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRIX | CREF Growth Account (R3) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRFX | CREF Growth Account (R4) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 10 | 13 | 15 | 15 | X | Small Blend |
| DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 10 | 13 | 15 | 15 | X | Small Blend |
| FSPGX | Fidelity Large Cap Growth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| FUMIX | Fidelity SAI US Momentum Index | Owns companies we recommend for divestment | 10 | 12 | 17 | 14 | X | Large Growth |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 10 | 11 | 18 | 13 | X | Large Blend |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 10 | 8 | 18 | 12 | X | Global Large-Stock Blend |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 9 | 7 | 9 | 9 | X | Large Blend |
| FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 10 | 13 | 18 | 10 | X | Mid-Cap Growth |
| NSIDX | Northern Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MDVSX | MassMutual Diversified Value R5 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDVYX | MassMutual Diversified Value Svc | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MMNBX | MassMutual Diversified Value Y | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| GMRAX | Nationwide Small Cap Index A | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| NWXRX | Nationwide Small Cap Index Instl Svc | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GMSRX | Nationwide Small Cap Index R | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| GMRIX | Nationwide Small Cap Index R6 | Owns companies we recommend for divestment | 9 | 7 | 10 | 8 | X | Small Blend |
| TRHBX | Nuveen Small Cap Blend Idx I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MDVNX | MassMutual Diversified Value R3 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| TISBX | Nuveen Small Cap Blend Idx R6 | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| TRBIX | Nuveen Small Cap Blend Idx Retire | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 9 | 6 | 31 | 14 | X | Global Large-Stock Blend |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 9 | 29 | 39 | 30 | V | Global Moderate Allocation |
| MDDRX | MassMutual Diversified Value R4 | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MDDIX | MassMutual Diversified Value I | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 3 | X | Foreign Large Growth |
| GSPCX | Goldman Sachs Large Cap Equity C | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPIX | Goldman Sachs Large Cap Equity Instl | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Equity Inv | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GGGPX | Goldman Sachs Large Cap Equity P | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPRX | Goldman Sachs Large Cap Equity R | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPUX | Goldman Sachs Large Cap Equity R6 | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Equity Svc | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Large Blend |
| KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 9 | 19 | 32 | 19 | V | Global Large-Stock Blend |
| MDDLX | MassMutual Diversified Value Adm | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 9 | X | Small Blend |
| DSI | iShares ESG MSCI KLD 400 ETF | Owns companies we recommend for divestment | 9 | 16 | 19 | 12 | V | Large Blend |
| IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| MDDAX | MassMutual Diversified Value A | Owns companies we recommend for divestment | 9 | 8 | 11 | 10 | X | Large Value |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 9 | 29 | 39 | 30 | V | Global Moderately Aggressive Allocation |
| RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 9 | 14 | 19 | 11 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 8 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 9 | 10 | 13 | 8 | X | Large Blend |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 9 | 7 | 16 | 8 | X | Large Value |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 9 | 7 | 16 | 8 | X | Large Value |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 9 | 11 | 9 | 12 | X | Mid-Cap Blend |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 9 | 27 | 13 | V | Global Large-Stock Blend |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 9 | 7 | 18 | 12 | X | Large Value |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| SOAVX | Spirit of America Large Cap Value A | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 9 | 6 | 8 | 11 | X | Mid-Cap Blend |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 21 | 22 | 16 | X | Large Blend |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 21 | 22 | 16 | X | Large Blend |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 9 | 8 | 11 | 12 | X | Large Blend |
| SACVX | Spirit of America Large Cap Value C | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| SOIVX | Spirit of America Large Cap Value Inst | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 9 | 15 | 22 | 13 | X | Moderate Allocation |
| STXD | Strive 1000 Dividend Growth ETF | Owns companies we recommend for divestment | 9 | 5 | 8 | 11 | X | Large Blend |
| FTWO | Strive Natural Resources and SecurityETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 6 | X | Miscellaneous Sector |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 9 | 8 | 12 | 9 | X | Large Value |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 9 | 8 | 10 | 8 | X | Small Blend |
| FHOFX | Fidelity Series Large Cp Grwth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 11 | 11 | 20 | 15 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 11 | 11 | 20 | 15 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 11 | 11 | 20 | 15 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 11 | 11 | 20 | 15 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 11 | 11 | 20 | 15 | X | Large Blend |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 11 | 7 | 16 | 12 | X | Large Value |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 11 | 5 | 17 | 10 | X | Global Moderate Allocation |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 11 | 11 | 24 | 16 | X | Global Large-Stock Growth |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Global Moderate Allocation |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 9 | 21 | 14 | X | Large Blend |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 10 | 11 | 23 | 13 | X | Large Blend |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 10 | 14 | 23 | 13 | V | Large Blend |
| ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Large Growth |
| IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 11 | 13 | X | Mid-Cap Blend |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 10 | 19 | 24 | 20 | V | Global Large-Stock Blend |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 10 | 10 | 12 | 12 | X | Global Large-Stock Blend |
| USMV | iShares MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 10 | 12 | 17 | 13 | X | Large Blend |
| IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| MNHIX | Manning & Napier Pro-Blend Max Term I | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 10 | 3 | 18 | 5 | X | Foreign Large Blend |
| MNHCX | Manning & Napier Pro-Blend Max Term L | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNHRX | Manning & Napier Pro-Blend Max Term R | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| EXHAX | Manning & Napier Pro-Blend Max Term S | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MNHWX | Manning & Napier Pro-Blend Max Term W | Owns companies we recommend for divestment | 10 | 8 | 17 | 12 | X | Aggressive Allocation |
| MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 10 | 19 | 23 | 15 | X | Large Blend |
| MSTQX | Morningstar US Equity | Owns companies we recommend for divestment | 10 | 11 | 23 | 18 | X | Large Blend |
| NSRIX | Northern World Selection Index I | Owns companies we recommend for divestment | 10 | 16 | 27 | 15 | V | Global Large-Stock Blend |
| IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 18 | 6 | X | Europe Stock |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 10 | 11 | 23 | 13 | X | Large Value |
| TRIHX | Nuveen Large Cap Gr Idx I | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| FCAZX | Franklin Corefolio Allocation Advisor | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| SHLD | Global X Defense Tech ETF | Owns companies we recommend for divestment | 10 | 0 | 10 | 11 | X | Industrials |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 10 | 19 | 23 | 15 | X | Large Blend |
| GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 10 | 4 | 18 | 8 | X | Foreign Large Blend |
| GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GGUS | Goldman Sachs MktBt Russell LgCpGrEqETF | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| GVLU | Gotham 1000 Value ETF | Owns companies we recommend for divestment | 10 | 9 | 14 | 10 | X | Mid-Cap Value |
| GMWEX | GuideMark® World ex-US Service | Owns companies we recommend for divestment | 10 | 3 | 24 | 8 | X | Foreign Large Blend |
| GEIYX | GuideStone Funds Growth Equity Idx Instl | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| GEIZX | GuideStone Funds Growth Equity Index Inv | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| NSRKX | Northern World Selection Index K | Owns companies we recommend for divestment | 10 | 16 | 27 | 15 | V | Global Large-Stock Blend |
| TILIX | Nuveen Large Cap Gr Idx R6 | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 10 | 4 | 28 | 4 | X | Foreign Large Value |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 10 | 9 | 19 | 14 | X | Global Large-Stock Blend |
| VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 10 | 4 | 28 | 4 | X | Foreign Large Value |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 10 | 7 | 21 | 12 | X | Large Blend |
| SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 26 | 6 | X | Europe Stock |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 10 | 7 | 21 | 12 | X | Large Blend |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 10 | 14 | 17 | 11 | X | Mid-Cap Value |
| USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 10 | 14 | 28 | 12 | X | Global Large-Stock Blend |
| UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 10 | 14 | 28 | 12 | X | Global Large-Stock Blend |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 10 | 10 | 22 | 12 | X | Large Value |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 10 | 9 | 19 | 14 | X | Global Large-Stock Blend |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 8 | 15 | 10 | V | Large Blend |
| TRIRX | Nuveen Large Cap Gr Idx Retire | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 10 | 5 | 11 | 9 | X | Large Value |
| OALC | OneAscent Large Cap Core ETF | Owns companies we recommend for divestment | 10 | 16 | 25 | 13 | X | Large Blend |
| PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| RTNAX | Russell Inv Tax-Managed Intl Eq A | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 10 | 13 | 20 | 14 | X | Mid-Cap Value |
| RTNCX | Russell Inv Tax-Managed Intl Eq C | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTIUX | Russell Inv Tax-Managed Intl Eq M | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTNSX | Russell Inv Tax-Managed Intl Eq S | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 10 | 18 | 25 | 15 | X | Large Blend |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| GCSLX | Victory Pioneer Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| EUAD | Select STOXX Europe Aersspc & Defns ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SIBAX | Sit Balanced | Owns companies we recommend for divestment | 4 | 6 | 11 | 10 | X | Moderate Allocation |
| SNIGX | Sit Large Cap Growth | Owns companies we recommend for divestment | 4 | 5 | 12 | 9 | X | Large Growth |
| DTAN | Sparkline International IntangibleValETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Foreign Large Value |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 12 | V | Large Growth |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 4 | 13 | 7 | 7 | X | Mid-Cap Value |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 7 | 12 | 12 | X | Large Growth |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 4 | 3 | 15 | 4 | X | Foreign Large Blend |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 6 | 6 | 3 | X | Large Value |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| EQRR | ProShares Equities for Rising Rates ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 2 | X | Mid-Cap Value |
| NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Large Value |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Large Value |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 4 | 0 | 4 | 0 | X | Global Real Estate |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Large Blend |
| AMOM | QRAFT AI-Enhanced US Large Cap Mmntm ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 2 | X | Large Growth |
| FLDZ | RiverNorth Patriot ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Mid-Cap Blend |
| RUNN | Running Oak Efficient Growth ETF | Owns companies we recommend for divestment | 4 | 1 | 3 | 6 | X | Mid-Cap Blend |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| SVPIX | ProFunds Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 4 | 4 | 8 | 10 | X | Global Large-Stock Value |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 4 | 5 | 2 | 6 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 4 | 5 | 2 | 6 | X | Small Growth |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 4 | 6 | 13 | 5 | V | Large Blend |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Small Growth |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Small Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| RAAX | VanEck Real Assets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 1 | X | Global Moderate Allocation |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Industrials |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Blend |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 4 | 1 | 12 | 6 | X | Foreign Large Blend |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Mid-Cap Blend |
| DRIPX | The MP 63 | Owns companies we recommend for divestment | 4 | 5 | 12 | 5 | X | Large Value |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Value |
| SVPSX | ProFunds Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| MLPSX | ProFunds Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 4 | 6 | 5 | 4 | X | Global Large-Stock Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| Nationwide International Equity Port R6 | Owns companies we recommend for divestment | 4 | 1 | 12 | 0 | X | Foreign Large Blend |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| GILCX | NAA Large Cap Value Institutional | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Foreign Large Blend |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIDX | MFS Intl Diversification A | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIFX | MFS Intl Diversification B | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIGX | MFS Intl Diversification C | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| SEGIX | NAA Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Moderate Allocation |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MONTX | Monetta | Owns companies we recommend for divestment | 4 | 5 | 11 | 5 | X | Large Growth |
| HEQCX | Monteagle Opportunity Equity Instl | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| HEQFX | Monteagle Opportunity Equity Inv | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Large Value |
| MUNDX | Mundoval | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Growth |
| SECIX | NAA Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NOIEX | Northern Income Equity | Owns companies we recommend for divestment | 4 | 9 | 11 | 7 | X | Large Value |
| MLPIX | ProFunds Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| PRXV | Praxis Impact Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 16 | 14 | 11 | V | Large Value |
| TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PSET | Principal Quality ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 4 | 7 | 10 | 5 | X | Large Growth |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 3 | V | Large Value |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Large Blend |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Global Large-Stock Value |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Growth |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| GLOSX | Victory Pioneer Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 13 | 10 | X | Large Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 6 | X | Mid-Cap Value |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 5 | 5 | 6 | 6 | X | Small Blend |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 5 | 3 | 6 | 3 | X | Large Growth |
| DBOAX | BNY Mellon Balanced Opportunity A | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 5 | 3 | 6 | 3 | X | Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 2 | X | Technology |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 7 | X | Technology |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 5 | 3 | 6 | 3 | X | Large Growth |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| DBOCX | BNY Mellon Balanced Opportunity C | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| SMGEX | Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOAX | Columbia Dividend Opportunity S | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| DBORX | BNY Mellon Balanced Opportunity I | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 5 | 7 | 15 | 7 | X | Large Blend |
| THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| DBOYX | BNY Mellon Balanced Opportunity Y | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| DBOZX | BNY Mellon Balanced Opportunity Z | Owns companies we recommend for divestment | 5 | 8 | 13 | 7 | X | Moderate Allocation |
| DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 5 | 4 | 16 | 5 | X | Foreign Large Blend |
| CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 5 | 7 | 15 | 7 | X | Large Blend |
| CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 5 | 7 | 15 | 7 | X | Large Blend |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| CVTRX | Calamos Growth & Income A | Owns companies we recommend for divestment | 5 | 6 | 14 | 7 | X | Moderately Aggressive Allocation |
| CVTCX | Calamos Growth & Income C | Owns companies we recommend for divestment | 5 | 6 | 14 | 7 | X | Moderately Aggressive Allocation |
| CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 5 | 6 | 14 | 7 | X | Moderately Aggressive Allocation |
| CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 5 | 6 | 14 | 7 | X | Moderately Aggressive Allocation |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 5 | 6 | 14 | 7 | X | Moderately Aggressive Allocation |
| TAX | Cambria Tax Aware ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Value |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 5 | 3 | 10 | 6 | X | Large Value |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| PGEKX | Victory Pioneer Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| DTLGX | Wilshire Large Company Growth Invmt | Owns companies we recommend for divestment | 4 | 7 | 12 | 8 | X | Large Growth |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| HLAL | Wahed FTSE USA Shariah ETF | Owns companies we recommend for divestment | 4 | 7 | 14 | 7 | X | Large Blend |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Global Large-Stock Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Global Large-Stock Growth |
| WLCGX | Wilshire Large Company Growth Instl | Owns companies we recommend for divestment | 4 | 7 | 12 | 8 | X | Large Growth |
| WSMVX | Wilshire Small Company Value Instl | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| DTSVX | Wilshire Small Company Value Invmt | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Value |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 4 | 8 | 3 | 4 | X | Large Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 5 | X | Small Value |
| SQBFX | X-Square Balanced Fund, LLC A | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| SQCBX | X-Square Balanced Fund, LLC C | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| AFGGX | Yorktown Growth A | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Global Small/Mid Stock |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| PGSYX | Victory Pioneer Global Equity Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 4 | V | Global Large-Stock Value |
| PCGRX | Victory Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PCCGX | Victory Pioneer Mid Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PMCKX | Victory Pioneer Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PYCGX | Victory Pioneer Mid Cap Value Y | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 2 | 6 | 6 | X | Large Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 4 | 2 | 3 | 3 | X | Mid-Cap Value |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Value |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| SQBIX | X-Square Balanced Fund, LLC Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| APGRX | Yorktown Growth Institutional | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Global Small/Mid Stock |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| ASLV | Allspring Special Large Value ETF | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Foreign Large Growth |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| APITX | Yorktown Growth L | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Global Small/Mid Stock |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| SMIZ | Zacks Small/Mid Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Small Blend |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 8 | X | Large Value |
| WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 11 | 4 | X | Global Large-Stock Value |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Moderately Aggressive Allocation |
| CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Moderate Allocation |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Foreign Large Blend |
| FDL | First Trust Morningstar Div Leaders ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 5 | X | Large Value |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Technology |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 15 | 15 | 5 | V | Large Blend |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Moderate Allocation |
| FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Moderate Allocation |
| FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Moderate Allocation |
| SHRY | First Trust Bloomberg Shld Yld ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Moderate Allocation |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 4 | 3 | 12 | 3 | X | Foreign Large Blend |
| FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Large Blend |
| FDVKX | Fidelity Value Discovery K6 | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 4 | 4 | 16 | 6 | V | Foreign Large Blend |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Mid-Cap Value |
| FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 4 | 10 | 11 | 7 | X | Large Value |
| FNKLX | Fidelity Series Value Discovery | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FCPI | Fidelity Stocks for Inflation ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 7 | X | Large Blend |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 12 | 15 | 9 | X | Large Blend |
| FFLC | Fidelity Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Blend |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GVMCX | Government Street Opportunities | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Mid-Cap Blend |
| GGEYX | GuideStone Funds Growth Equity Instl | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GGEZX | GuideStone Funds Growth Equity Investor | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 8 | 14 | 9 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 8 | 14 | 9 | V | Global Large-Stock Growth |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Blend |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Technology |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 9 | 14 | 9 | X | Moderate Allocation |
| AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Technology |
| GMOV | GMO U.S. Value ETF | Owns companies we recommend for divestment | 4 | 11 | 13 | 7 | X | Large Value |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 3 | X | Large Value |
| GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 4 | 1 | 8 | 3 | X | Global Large-Stock Blend |
| GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 4 | 1 | 8 | 3 | X | Global Large-Stock Blend |
| PPAEX | GMO U.S. Opportunistic Value I | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| PPADX | GMO U.S. Opportunistic Value III | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| GUSOX | GMO U.S. Opportunistic Value IV | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| PPAJX | GMO U.S. Opportunistic Value R6 | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| UUOAX | GMO U.S. Opportunistic Value Vi | Owns companies we recommend for divestment | 4 | 10 | 12 | 6 | X | Large Value |
| FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FSLEX | Fidelity Environment & Alternative Engy | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | V | Industrials |
| GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Small Blend |
| EIUTX | Eaton Vance Dividend Builder I | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| CVLVX | Cullen Value I | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CVLFX | Cullen Value C | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Large Value |
| DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Large Value |
| EVTMX | Eaton Vance Dividend Builder A | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| ECTMX | Eaton Vance Dividend Builder C | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 4 | 5 | 9 | 4 | X | Large Value |
| DIVHX | Cutler Equity Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 2 | X | Large Value |
| CNGLX | Commonwealth Global | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Global Large-Stock Blend |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| CVLEX | Cullen Value Retail | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 4 | 8 | 9 | 9 | X | Small Value |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| KDHSX | DWS CROCI Equity Dividend S | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHAX | DWS CROCI Equity Dividend A | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| SCDGX | DWS Core Equity S | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWZX | DWS Core Equity R6 | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWIX | DWS Core Equity Inst | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| SUWCX | DWS Core Equity C | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| KDHCX | DWS CROCI Equity Dividend C | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHIX | DWS CROCI Equity Dividend Inst | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| SUWAX | DWS Core Equity A | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | X | Large Blend |
| DSTL | Distillate US Fdmtl Stblty & Val ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Value |
| DNSVX | Dunham Small Cap Value N | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| DCSVX | Dunham Small Cap Value C | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| DASVX | Dunham Small Cap Value A | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Large Value |
| MOJOX | Donoghue Forlines Momentum I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| MOJCX | Donoghue Forlines Momentum C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| MOJAX | Donoghue Forlines Momentum A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Tactical Allocation |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Small/Mid Growth |
| KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| FEAC | Fidelity Enhanced U.S. All-Cap Eq ETF | Owns companies we recommend for divestment | 4 | 15 | 17 | 12 | X | Large Blend |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FMCJX | Fidelity Advisor Mid-Cap Stock M | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FMCWX | Fidelity Advisor Mid-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FMCNX | Fidelity Advisor Mid-Cap Stock C | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Foreign Large Blend |
| FBCV | Fidelity Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 5 | 8 | 5 | X | Large Value |
| FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FMCQX | Fidelity Advisor Mid-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FMCHX | Fidelity Advisor Mid-Cap Stock A | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| FLCC | Federated Hermes MDT Large Cap Core ETF | Owns companies we recommend for divestment | 4 | 9 | 12 | 8 | X | Large Blend |
| FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FAVAX | Fidelity Advisor Equity Value A | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FGSLX | Fidelity Advisor Growth Strategies Z | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FAVCX | Fidelity Advisor Equity Value C | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FAIVX | Fidelity Advisor Equity Value I | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FAVTX | Fidelity Advisor Equity Value M | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FAEVX | Fidelity Advisor Equity Value Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| FGSFX | Fidelity Advisor Growth Strategies A | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSHX | Fidelity Advisor Growth Strategies C | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSJX | Fidelity Advisor Growth Strategies I | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSGX | Fidelity Advisor Growth Strategies M | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Small Blend |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 4 | 11 | 6 | X | Large Value |
| GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Capital Apprec Eq A | Owns companies we recommend for divestment | 4 | 6 | 9 | 9 | X | Large Blend |
| JNL/T. Rowe Price Capital Apprec Eq I | Owns companies we recommend for divestment | 4 | 6 | 9 | 9 | X | Large Blend |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Small Blend |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 11 | 4 | X | Foreign Large Blend |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| BLCV | iShares Large Cap Value Active ETF | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 3 | X | Foreign Large Blend |
| GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 4 | 5 | 14 | 7 | X | Large Growth |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 11 | V | Large Growth |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Small Blend |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 4 | 1 | 9 | 2 | X | Foreign Large Value |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 4 | 8 | 12 | 7 | X | Large Value |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 4 | 5 | 10 | 7 | X | Miscellaneous Sector |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 4 | 1 | 12 | 5 | X | Foreign Large Blend |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Global Small/Mid Stock |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| KCVIX | Knights of Columbus Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 11 | 3 | X | Large Value |
| KCVSX | Knights of Columbus Large Cap Value S | Owns companies we recommend for divestment | 4 | 5 | 11 | 3 | X | Large Value |
| LQAI | LG QRAFT AI-Powrd U.S. Lg Cp Cor ETF | Owns companies we recommend for divestment | 4 | 10 | 13 | 8 | X | Large Blend |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 4 | 4 | 10 | 8 | X | Moderate Allocation |
| LSVFX | LSV Global Managed Volatility Instl | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Global Large-Stock Value |
| LVAFX | LSV Global Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Global Large-Stock Value |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| FGINX | Macquarie Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| FGIPX | Macquarie Growth and Income Instl | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| FGIQX | Macquarie Growth and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | X | Foreign Large Growth |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | X | Foreign Large Growth |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 4 | 3 | 11 | 8 | X | Technology |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 4 | 4 | 16 | 10 | X | Technology |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 6 | X | Large Value |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| QUVU | Hartford Quality Value ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Blend |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HQGO | Hartford US Quality Growth ETF | Owns companies we recommend for divestment | 4 | 12 | 13 | 7 | X | Large Growth |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 3 | X | Large Value |
| HILGX | Hennessy Cornerstone Large Growth Instl | Owns companies we recommend for divestment | 4 | 3 | 3 | 3 | X | Mid-Cap Value |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HWCAX | Hotchkis & Wiley Disciplined Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 8 | 2 | X | Foreign Large Blend |
| HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Mid-Cap Growth |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 8 | 2 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 9 | 5 | 6 | X | Mid-Cap Value |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HFLGX | Hennessy Cornerstone Large Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 3 | 3 | X | Mid-Cap Value |
| HWCIX | Hotchkis & Wiley Disciplined Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 4 | 7 | 10 | 8 | V | Large Growth |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 6 | X | Mid-Cap Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 11 | 6 | 5 | X | Large Value |
| RSPT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Value |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Large Value |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| HULEX | Huber Select Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| HULIX | Huber Select Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 2 | X | Global Large-Stock Blend |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Mid-Cap Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 4 | 6 | 9 | 8 | X | Large Blend |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 2 | X | Large Value |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| WLTTX | Wilshire International Equity Instl | Owns companies we recommend for divestment | 5 | 2 | 17 | 4 | X | Foreign Large Blend |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Moderate Allocation |
| WLCTX | Wilshire International Equity Invmt | Owns companies we recommend for divestment | 5 | 2 | 17 | 4 | X | Foreign Large Blend |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 2 | 11 | 5 | X | Mid-Cap Value |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| SNPV | Xtrackers S&P 500 Value Scrd & Scrn ETF | Owns companies we recommend for divestment | 5 | 12 | 10 | 6 | V | Large Value |
| DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 6 | 2 | 11 | 2 | X | Global Large-Stock Value |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| PSMKX | Victory Pioneer Select Mid Cap Growth R6 | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| GROYX | Victory Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Foreign Large Value |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 5 | 4 | 5 | 4 | X | Small Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 6 | 7 | 17 | 9 | X | Large Blend |
| PGOFX | Victory Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| AUXIX | Auxier Focus Institutional | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 6 | 3 | 5 | 4 | X | Large Value |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 10 | 2 | X | Technology |
| GQQQ | Astoria US Quality Growth Kings ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Growth |
| AUXAX | Auxier Focus A | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| AUXFX | Auxier Focus Inv | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 6 | 11 | 14 | 13 | V | Large Blend |
| EISAX | Carillon ClariVest Intl Stock A | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISDX | Carillon ClariVest Intl Stock C | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISIX | Carillon ClariVest Intl Stock I | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISVX | Carillon ClariVest Intl Stock R6 | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Foreign Large Blend |
| GOFCX | Victory Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Growth |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 5 | 6 | 8 | 6 | X | Global Large-Stock Value |
| STXI | Strive International Developed Mkts ETF | Owns companies we recommend for divestment | 5 | 4 | 15 | 8 | X | Foreign Large Blend |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 5 | 6 | 8 | 6 | X | Global Large-Stock Value |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| CIEQX | Segall Bryant & Hamll Intl Eq Inst | Owns companies we recommend for divestment | 5 | 2 | 15 | 2 | X | Foreign Large Value |
| CIQRX | Segall Bryant & Hamll Intl Eq Retl | Owns companies we recommend for divestment | 5 | 2 | 15 | 2 | X | Foreign Large Value |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 5 | 11 | 16 | 13 | X | Large Growth |
| SEIE | SEI Select International Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 12 | 4 | X | Global Large-Stock Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| LVOLX | SGI US Large Cap Equity A | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SGICX | SGI US Large Cap Equity C | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| SILVX | SGI US Large Cap Equity I | Owns companies we recommend for divestment | 5 | 8 | 8 | 7 | X | Large Blend |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NXTI | Simplify Next Intangible Core Index ETF | Owns companies we recommend for divestment | 5 | 8 | 11 | 3 | X | Large Blend |
| SDVGX | Sit Dividend Growth I | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| SDVSX | Sit Dividend Growth S | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 2 | 3 | 5 | X | Mid-Cap Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| NANC | Unusual Whales Subversive Dem Trd ETF | Owns companies we recommend for divestment | 5 | 13 | 16 | 10 | X | Large Blend |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 18 | 19 | 16 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 18 | 19 | 16 | V | Large Blend |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Moderate Allocation |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Moderate Allocation |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 5 | 9 | 9 | 6 | X | Mid-Cap Blend |
| USIFX | Victory International | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Large Value |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 9 | 10 | 10 | X | Large Blend |
| TWAAX | Thrivent International Equity A | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| TWAIX | Thrivent International Equity S | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 14 | 4 | X | Large Value |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 5 | 2 | 14 | 4 | X | Large Value |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| SBSIX | Segall Bryant & Hamill Intl Sm Cp Ins | Owns companies we recommend for divestment | 5 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| PTL | Inspire 500 ETF | Owns companies we recommend for divestment | 6 | 6 | 7 | 7 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 18 | 6 | X | Foreign Large Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 18 | 6 | X | Foreign Large Blend |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 14 | 17 | 11 | V | Large Blend |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 4 | X | Mid-Cap Value |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 6 | 4 | 6 | 7 | X | Small Blend |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 6 | X | Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 6 | 3 | 11 | 5 | V | Foreign Large Blend |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 6 | 8 | 10 | 9 | V | Small Blend |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 15 | 6 | X | Europe Stock |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 6 | 9 | 21 | 10 | X | Global Large-Stock Blend |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 12 | 4 | X | Foreign Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Foreign Large Growth |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GXDW | Global X Dorsey Wright Thematic ETF | Owns companies we recommend for divestment | 6 | 4 | 17 | 9 | X | Global Small/Mid Stock |
| GALLX | Goldman Sachs Enhanced U.S. Equity A | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GCLLX | Goldman Sachs Enhanced U.S. Equity C | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GILLX | Goldman Sachs Enhanced U.S. Equity Inst | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GSLLX | Goldman Sachs Enhanced U.S. Equity Inv | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GGZPX | Goldman Sachs Enhanced U.S. Equity P | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GRLLX | Goldman Sachs Enhanced U.S. Equity R | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| GFCUX | Goldman Sachs Enhanced U.S. Equity R6 | Owns companies we recommend for divestment | 6 | 9 | 13 | 8 | X | Large Blend |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 6 | 8 | X | Mid-Cap Growth |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 3 | X | Foreign Large Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 6 | 4 | 17 | 6 | X | Europe Stock |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 6 | X | Europe Stock |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 6 | 11 | 12 | 11 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 6 | 11 | 12 | 11 | V | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 6 | 10 | 12 | 10 | X | Large Value |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 8 | 3 | 7 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 6 | 2 | 10 | 9 | X | Technology |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 3 | 5 | X | Small Blend |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 6 | 2 | 10 | 9 | X | Technology |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Small Growth |
| PABD | iShares Paris-Aligned ClmMSCIWldExUSAETF | Owns companies we recommend for divestment | 6 | 7 | 16 | 7 | V | Foreign Large Blend |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Small Blend |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 6 | 8 | 7 | 6 | X | Large Value |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 10 | X | Technology |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Small Growth |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Foreign Large Blend |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 10 | X | Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 6 | 10 | 15 | 10 | X | Large Blend |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| DMAGX | Driehaus Global Fund | Owns companies we recommend for divestment | 6 | 6 | 13 | 6 | X | Global Large-Stock Blend |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CFSLX | Column Small Cap | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Small Blend |
| DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 6 | 1 | 12 | 0 | X | Foreign Small/Mid Value |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Small Blend |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 6 | 9 | 10 | 11 | X | Small Value |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 6 | 2 | 7 | 0 | X | Foreign Small/Mid Value |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 12 | X | Small Value |
| DAINX | Dunham International Stock A | Owns companies we recommend for divestment | 6 | 0 | 11 | 3 | X | Foreign Large Value |
| QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| DCINX | Dunham International Stock C | Owns companies we recommend for divestment | 6 | 0 | 11 | 3 | X | Foreign Large Value |
| DNINX | Dunham International Stock N | Owns companies we recommend for divestment | 6 | 0 | 11 | 3 | X | Foreign Large Value |
| MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| SIXA | ETC 6 Meridian Mega Cap Equity ETF | Owns companies we recommend for divestment | 6 | 7 | 15 | 7 | X | Large Value |
| FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 6 | 7 | 9 | 4 | X | Large Value |
| FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| QDF | FlexShares Quality Dividend ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| FDMO | Fidelity Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 9 | X | Large Growth |
| FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Mid-Cap Blend |
| FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 6 | 11 | 18 | 11 | V | Large Blend |
| FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FVWSX | Fidelity Series Opportunistic Insights | Owns companies we recommend for divestment | 6 | 11 | 19 | 9 | X | Large Growth |
| FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 6 | 9 | 11 | 10 | X | Large Blend |
| KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 4 | X | Large Value |
| QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 6 | 11 | 10 | 8 | X | Large Value |
| FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 7 | 18 | 8 | X | Large Blend |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FLPCX | Fidelity Advisor Low-Priced Stock A | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLPEX | Fidelity Advisor Low-Priced Stock C | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLPFX | Fidelity Advisor Low-Priced Stock I | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLPDX | Fidelity Advisor Low-Priced Stock M | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FLPGX | Fidelity Advisor Low-Priced Stock Z | Owns companies we recommend for divestment | 6 | 5 | 8 | 7 | X | Global Small/Mid Stock |
| FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FELG | Fidelity Enhanced Large Cap Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 14 | 10 | X | Large Growth |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 6 | 6 | 15 | 8 | X | Large Blend |
| FGEEX | Fidelity Advisor® Global EquityInc A | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEHX | Fidelity Advisor® Global EquityInc C | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEJX | Fidelity Advisor® Global EquityInc I | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEGX | Fidelity Advisor® Global EquityInc M | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEKX | Fidelity Advisor® Global EquityInc Z | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| SBHSX | Segall Bryant & Hamill Intl Sm Cp Ret | Owns companies we recommend for divestment | 5 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| SAHMX | SA International Value | Owns companies we recommend for divestment | 5 | 3 | 17 | 4 | X | Foreign Large Value |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| ICAP | Infrastructure Capital Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Mid-Cap Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 5 | 11 | 19 | 15 | V | Moderate Allocation |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| RILA | Indexperts Gorilla Aggressive Growth ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Growth |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 5 | 11 | 19 | 15 | V | Moderate Allocation |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 5 | 19 | 20 | 17 | V | Large Value |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Blend |
| JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Value |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| SPGP | Invesco S&P 500 GARP ETF | Owns companies we recommend for divestment | 5 | 4 | 9 | 3 | X | Large Value |
| DIVG | Invesco S&P 500 Hi Div Grwrs ETF | Owns companies we recommend for divestment | 5 | 3 | 3 | 4 | X | Mid-Cap Value |
| RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Mid-Cap Value |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 0 | X | Foreign Small/Mid Value |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 6 | V | Large Blend |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 5 | 3 | 10 | 9 | X | Technology |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 5 | 6 | 8 | 8 | V | Large Growth |
| JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 5 | 5 | 12 | 5 | X | Global Large-Stock Growth |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| FIDGX | Fidelity Advisor Small Cap Growth Z | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FAGOX | Fidelity Advisor Growth Opps M | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FAOFX | Fidelity Advisor Series Growth Opps | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FCAGX | Fidelity Advisor Small Cap Growth A | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FCCGX | Fidelity Advisor Small Cap Growth C | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FCIGX | Fidelity Advisor Small Cap Growth I | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FCTGX | Fidelity Advisor Small Cap Growth M | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FAVFX | Fidelity Advisor Value A | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FACGX | Fidelity Advisor Growth Opps C | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FCVFX | Fidelity Advisor Value C | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FEOPX | Fidelity Enduring Opportunities | Owns companies we recommend for divestment | 5 | 6 | 9 | 11 | X | Global Large-Stock Growth |
| FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 5 | 3 | 15 | 7 | X | Foreign Large Blend |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 5 | 6 | 7 | X | Mid-Cap Blend |
| FAGCX | Fidelity Advisor Growth Opps I | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FAGAX | Fidelity Advisor Growth Opps A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Growth |
| FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Moderate Allocation |
| DNLVX | Dunham Large Cap Value N | Owns companies we recommend for divestment | 5 | 6 | 12 | 7 | X | Large Value |
| CFSSX | Column Small Cap Select | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| CFVLX | Commerce Value | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| DFIVX | DFA International Value I | Owns companies we recommend for divestment | 5 | 3 | 19 | 4 | X | Foreign Large Value |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 5 | 3 | 19 | 4 | X | Foreign Large Value |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | V | Small Value |
| DALVX | Dunham Large Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 12 | 7 | X | Large Value |
| DCLVX | Dunham Large Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 12 | 7 | X | Large Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SIXL | ETC 6 Meridian Low Beta Eq Strat ETF | Owns companies we recommend for divestment | 5 | 8 | 7 | 6 | X | Mid-Cap Blend |
| FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Large Value |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Moderate Allocation |
| FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Moderate Allocation |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 5 | 4 | 6 | 4 | X | Small Value |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 6 | X | Large Value |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GQLVX | Glenmede Disciplined US Value Eq Ptf | Owns companies we recommend for divestment | 5 | 6 | 7 | 3 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 5 | 2 | 14 | 5 | X | Europe Stock |
| FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 5 | 15 | 16 | 9 | X | Large Blend |
| FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 5 | 14 | 17 | 9 | X | Large Value |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 8 | 13 | 5 | X | Large Growth |
| FCPGX | Fidelity Small Cap Growth | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FOCSX | Fidelity Small Cap Growth K6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Small Growth |
| FDVLX | Fidelity Value | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Mid-Cap Value |
| First American Multi-Manager IntlEqInstl | Owns companies we recommend for divestment | 5 | 0 | 12 | 3 | X | Foreign Large Blend |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 1 | 9 | 2 | X | Europe Stock |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Technology |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 5 | X | Large Blend |
| FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Mid-Cap Value |
| ASET | FlexShares Real Assets Allocation ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 3 | X | Global Large-Stock Value |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Blend |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| RYZAX | Rydex S&P 500 Pure Value H | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NWABX | Nationwide R6 | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 5 | 5 | X | Mid-Cap Value |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NUEIX | Northern US Quality ESG I | Owns companies we recommend for divestment | 5 | 10 | 17 | 7 | V | Large Blend |
| NUESX | Northern US Quality ESG K | Owns companies we recommend for divestment | 5 | 10 | 17 | 7 | V | Large Blend |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TVRAX | NAA Allocation Fund A | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 5 | 11 | 16 | 9 | X | Large Growth |
| TVRCX | NAA Allocation Fund C | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TVRIX | NAA Allocation Fund Institutional | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVFRX | NAA Allocation Fund P | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| SEQAX | NAA World Equity Income A | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SFGCX | NAA World Equity Income C | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SEWIX | NAA World Equity Income Instl | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| NWFAX | Nationwide A | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Large Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| RCGE | RockCreek Global Equality ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 10 | X | Global Large-Stock Blend |
| LGPIX | ProFunds Large Cap Growth Inv | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| LGPSX | ProFunds Large Cap Growth Svc | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| RYDAX | Rydex Dow Jones Industrial Average® A | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| RYDKX | Rydex Dow Jones Industrial Average® C | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYDHX | Rydex Dow Jones Industrial Average® H | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYLGX | Rydex S&P 500 Pure Growth A | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYGRX | Rydex S&P 500 Pure Growth C | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYAWX | Rydex S&P 500 Pure Growth H | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYLVX | Rydex S&P 500 Pure Value A | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYVVX | Rydex S&P 500 Pure Value C | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 5 | 3 | 4 | 5 | X | Small Blend |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 13 | 11 | 11 | V | Large Blend |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| OFAVX | Olstein All Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OFAFX | Olstein All Cap Value Adv | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OFALX | Olstein All Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| FFND | One Global ETF | Owns companies we recommend for divestment | 5 | 4 | 14 | 7 | X | Large Growth |
| PCPAX | PACE Large Co Value Equity A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| PCLVX | PACE Large Co Value Equity P | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| MAGA | Point Bridge America First ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 4 | X | Mid-Cap Value |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 9 | 3 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 5 | 2 | 6 | 6 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 5 | 2 | 6 | 6 | X | Mid-Cap Blend |
| JNL Multi-Manager U.S. Select Equity (A) | Owns companies we recommend for divestment | 5 | 2 | 11 | 3 | X | Large Growth |
| JNL Multi-Manager U.S. Select Equity (I) | Owns companies we recommend for divestment | 5 | 2 | 11 | 3 | X | Large Growth |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Mid-Cap Blend |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Blend |
| MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2055 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2060 |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2065+ |
| FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 49 | 44 | 88 | 55 | X | Global Moderately Aggressive Allocation |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2035 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2040 |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2045 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2050 |
| GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2035 |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2030 |
| FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2030 |
| FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2030 |
| FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2030 |
| FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2035 |
| FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2035 |
| FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2035 |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2040 |
| FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2040 |
| FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2040 |
| FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2040 |
| FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2045 |
| FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2045 |
| FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2045 |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Moderately Aggressive Allocation |
| GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 50 | 31 | 100 | 41 | X | Global Aggressive Allocation |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 50 | 44 | 82 | 53 | X | Aggressive Allocation |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2050 |
| NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2060 |
| NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBAX | Nationwide Destination 2070 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBDX | Nationwide Destination 2070 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBBX | Nationwide Destination 2070 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NWBCX | Nationwide Destination 2070 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2065+ |
| NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2055 |
| NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| L 2035 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2035 |
| L 2040 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2040 |
| L 2045 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2045 |
| L 2050 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2050 |
| L 2055 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2055 |
| L 2060 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2060 |
| L 2065 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2065+ |
| NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2040 |
| NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2045 |
| NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 90 | 53 | X | Target-Date 2050 |
| GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Aggressive Allocation |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2055 |
| TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2060 |
| TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2065+ |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 48 | 42 | 84 | 53 | X | Target-Date 2030 |
| TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2050 |
| TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 48 | 43 | 91 | 53 | X | Global Moderately Aggressive Allocation |
| TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2030 |
| TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2035 |
| TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2040 |
| TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 48 | 43 | 85 | 53 | X | Target-Date 2045 |
| FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2045 |
| FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2050 |
| JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Aggressive Allocation |
| TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderately Aggressive Allocation |
| TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2065+ |
| TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2040 |
| TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2045 |
| TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2050 |
| TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2055 |
| TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2060 |
| TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2045 |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2050 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2060 |
| TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Global Moderate Allocation |
| SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2030 |
| SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2035 |
| SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2040 |
| SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2045 |
| SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2050 |
| SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2055 |
| SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 55 | 44 | 105 | 55 | X | Target-Date 2065+ |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2035 |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2040 |
| TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2050 |
| PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderately Aggressive Allocation |
| SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2030 |
| SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2035 |
| SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2040 |
| SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2045 |
| SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2050 |
| SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2055 |
| SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 51 | 49 | 79 | 64 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 51 | 33 | 76 | 39 | X | Global Moderate Allocation |
| SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2065+ |
| FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2060 |
| FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2050 |
| FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2055 |
| FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2055 |
| FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2055 |
| FAVRX | Fidelity Freedom Index 2055 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2055 |
| FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2060 |
| FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2060 |
| FAVUX | Fidelity Freedom Index 2060 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2060 |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 51 | 33 | 76 | 39 | X | Global Moderate Allocation |
| FFIKX | Fidelity Freedom Index 2065 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FAVVX | Fidelity Freedom Index 2065 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FRBUX | Fidelity Freedom Index 2070 Instl Prem | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FRBVX | Fidelity Freedom Index 2070 Investor | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FRBWX | Fidelity Freedom Index 2070 Premier | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| FAVWX | Fidelity Freedom Index 2070 Premier II | Owns companies we recommend for divestment | 51 | 47 | 91 | 56 | X | Target-Date 2065+ |
| SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 51 | 41 | 99 | 49 | X | Target-Date 2060 |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 52 | 33 | 77 | 40 | X | Global Aggressive Allocation |
| TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2035 |
| LEYKX | BlackRock LifePath® ESG Idx 2070 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYIX | BlackRock LifePath® ESG Idx 2070 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYAX | BlackRock LifePath® ESG Idx 2070 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| RAGIX | ALPS Asset Allocation Growth & Inc A | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| RLGCX | ALPS Asset Allocation Growth & Inc C | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RLIIX | ALPS Asset Allocation Growth & Inc I | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| RLGAX | ALPS Asset Allocation Growth & Inc Inv | Owns companies we recommend for divestment | 55 | 42 | 99 | 47 | X | Global Moderate Allocation |
| TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 55 | 32 | 104 | 36 | X | Target-Date 2030 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 52 | 33 | 77 | 40 | X | Global Aggressive Allocation |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 52 | 33 | 77 | 40 | X | Global Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 52 | 33 | 77 | 40 | X | Global Moderately Aggressive Allocation |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| L 2030 | Owns companies we recommend for divestment | 48 | 44 | 80 | 55 | X | Target-Date 2030 |
| JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 38 | 12 | 82 | 13 | X | Foreign Large Blend |
| GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 38 | 10 | 69 | 12 | X | Foreign Large Blend |
| PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2035 |
| PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| DFIEX | DFA International Core Equity 2 I | Owns companies we recommend for divestment | 37 | 11 | 82 | 15 | X | Foreign Large Blend |
| SMKDX | SEI Market Growth Strategy D (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| SRWAX | SEI Market Growth Strategy F (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| SMGSX | SEI Market Growth Strategy I (SAAT) | Owns companies we recommend for divestment | 37 | 34 | 72 | 36 | X | Global Moderate Allocation |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2040 |
| PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| PDALX | PGIM Target Date 2070 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAMX | PGIM Target Date 2070 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDANX | PGIM Target Date 2070 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAOX | PGIM Target Date 2070 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAQX | PGIM Target Date 2070 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| PDAUX | PGIM Target Date 2070 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2065+ |
| DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 38 | 34 | 68 | 45 | X | Large Blend |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 38 | 35 | 67 | 45 | X | Moderate Allocation |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 38 | 35 | 67 | 45 | X | Moderate Allocation |
| PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2045 |
| PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2050 |
| PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2055 |
| PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 38 | 35 | 81 | 43 | X | Target-Date 2060 |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 39 | 10 | 81 | 14 | X | Foreign Large Blend |
| PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2065+ |
| PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PDFLX | Putnam Retirement Advantage 2035 A | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PDAWX | Putnam Retirement Advantage 2035 C | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PDAKX | Putnam Retirement Advantage 2035 R | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFWX | Putnam Retirement Advantage 2035 R3 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFUX | Putnam Retirement Advantage 2035 R4 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAFYX | Putnam Retirement Advantage 2035 R5 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PCDLX | Putnam Retirement Advantage 2035 R6 | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| POWYX | Putnam Retirement Advantage 2035 Y | Owns companies we recommend for divestment | 35 | 34 | 72 | 43 | X | Target-Date 2035 |
| PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2065+ |
| MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2030 |
| MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2035 |
| MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2040 |
| MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2045 |
| MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2050 |
| MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2055 |
| MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2060 |
| PFESX | PFG BR Target Allocation EqStrtgyIShares | Owns companies we recommend for divestment | 36 | 28 | 75 | 39 | X | Global Large-Stock Blend |
| TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 36 | 36 | 54 | 43 | X | Large Blend |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 36 | 38 | 52 | 43 | X | Moderate Allocation |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 36 | 37 | 52 | 43 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 36 | 37 | 52 | 43 | X | Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 36 | 38 | 53 | 44 | X | Large Blend |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 30 | 69 | 38 | X | Global Large-Stock Blend |
| GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| SSBIX | State Street Balanced Index K | Owns companies we recommend for divestment | 35 | 35 | 51 | 43 | X | Moderate Allocation |
| TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 35 | 30 | 57 | 35 | X | Global Large-Stock Blend |
| DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 36 | 10 | 76 | 14 | X | Foreign Large Blend |
| DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 36 | 10 | 74 | 12 | X | Foreign Large Blend |
| FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 36 | 38 | 54 | 45 | X | Large Blend |
| FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 36 | 37 | 54 | 44 | X | Large Blend |
| TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 36 | 25 | 69 | 29 | X | Global Large-Stock Blend |
| DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 39 | 10 | 94 | 14 | X | Foreign Large Blend |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2045 |
| JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| RALSX | Russell LfPts Aggr Strat S | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 44 | 36 | 115 | 40 | X | Global Large-Stock Blend |
| RALAX | Russell LfPts Aggr Strat A | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALCX | Russell LfPts Aggr Strat C | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALRX | Russell LfPts Aggr Strat R1 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| RALVX | Russell LfPts Aggr Strat R5 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Moderately Aggressive Allocation |
| REAAX | Russell LfPts EqAggrStrat A | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| RELCX | Russell LfPts EqAggrStrat C | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELRX | Russell LfPts EqAggrStrat R1 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELVX | Russell LfPts EqAggrStrat R5 | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RELSX | Russell LfPts EqAggrStrat S | Owns companies we recommend for divestment | 44 | 34 | 76 | 46 | X | Global Aggressive Allocation |
| RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2060 |
| JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2050 |
| JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2055 |
| RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 45 | 34 | 77 | 49 | X | Global Moderate Allocation |
| QCGLRX | CREF Global Equities Account (R1) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXHBX | Empower Lifetime 2065 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| MXHCX | Empower Lifetime 2065 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| MXHDX | Empower Lifetime 2065 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2065+ |
| SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 46 | 39 | 77 | 51 | X | Aggressive Allocation |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 47 | 42 | 77 | 53 | X | Moderately Aggressive Allocation |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 47 | 42 | 77 | 53 | X | Moderately Aggressive Allocation |
| JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 48 | 43 | 86 | 51 | X | Target-Date 2065+ |
| MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2060 |
| MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| QCGLPX | CREF Global Equities Account (R2) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| QCGLIX | CREF Global Equities Account (R3) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLFX | CREF Global Equities Account (R4) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2030 |
| MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2035 |
| MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2055 |
| MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2040 |
| MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2045 |
| MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 46 | 41 | 87 | 51 | X | Target-Date 2050 |
| JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2045 |
| JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2045 |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2040 |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 40 | 37 | 73 | 47 | X | Moderately Aggressive Allocation |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 40 | 37 | 73 | 47 | X | Moderate Allocation |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2035 |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 40 | 39 | 59 | 46 | X | Moderate Allocation |
| OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2040 |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2035 |
| PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2065+ |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2050 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2050 |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2055 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2055 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2060 |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2060 |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 39 | 38 | 61 | 48 | X | Target-Date 2065+ |
| DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 40 | 12 | 91 | 15 | X | Foreign Large Blend |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2030 |
| PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 40 | 37 | 67 | 42 | X | Global Moderate Allocation |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 40 | 12 | 85 | 14 | X | Foreign Large Blend |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 40 | 38 | 62 | 48 | X | Target-Date 2030 |
| OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 42 | 14 | 90 | 18 | X | Foreign Large Blend |
| JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2030 |
| JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2035 |
| JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 43 | 39 | 83 | 49 | X | Target-Date 2040 |
| FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 41 | 44 | 59 | 49 | X | Large Blend |
| PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderately Aggressive Allocation |
| OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Aggressive Allocation |
| OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Global Moderate Allocation |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2055 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2030 |
| JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2035 |
| JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2040 |
| JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| FRAGX | 85% Allocation | Owns companies we recommend for divestment | 74 | 49 | 136 | 57 | X | Global Aggressive Allocation |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2030 |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2035 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2040 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2045 |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2050 |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 44 | 136 | 55 | X | Target-Date 2055 |
| FRGAX | 70% Allocation | Owns companies we recommend for divestment | 74 | 49 | 136 | 57 | X | Moderately Aggressive Allocation |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderately Aggressive Allocation |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 74 | 47 | 142 | 56 | X | Global Moderate Allocation |
| JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2045 |
| JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 73 | 46 | 134 | 53 | X | Target-Date 2050 |
| JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 74 | 48 | 127 | 55 | X | Moderate Allocation |
| JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 75 | 46 | 134 | 48 | X | Global Aggressive Allocation |
| JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 74 | 49 | 137 | 56 | X | Global Moderate Allocation |
| JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2050 |
| JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2055 |
| JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Moderately Aggressive Allocation |
| JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2060 |
| JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 139 | 56 | X | Global Aggressive Allocation |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 73 | 45 | 134 | 52 | X | Target-Date 2060 |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 73 | 47 | 134 | 54 | X | Target-Date 2040 |
| JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2055 |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2050 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2050 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2050 |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2050 |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2055 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2045 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2055 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2060 |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2060 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2060 |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2065+ |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2045 |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2045 |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2065+ |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2035 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2035 |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2035 |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2045 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2035 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2040 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2040 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 70 | 44 | 135 | 53 | X | Target-Date 2045 |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2065+ |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2065+ |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 73 | 47 | 134 | 54 | X | Target-Date 2030 |
| PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2055 |
| MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 54 | X | Target-Date 2045 |
| PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 54 | X | Target-Date 2045 |
| PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2050 |
| PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2050 |
| PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2055 |
| MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2060 |
| PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2060 |
| PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2065+ |
| PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 71 | 45 | 134 | 53 | X | Target-Date 2065+ |
| JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 73 | 48 | 136 | 55 | X | Global Moderate Allocation |
| MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Moderately Aggressive Allocation |
| MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 70 | 43 | 133 | 52 | X | Target-Date 2065+ |
| DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2055 |
| DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Global Moderate Allocation |
| DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Global Large-Stock Blend |
| DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 70 | 43 | 148 | 55 | X | Global Large-Stock Blend |
| DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Global Large-Stock Blend |
| DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2040 |
| DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2045 |
| DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2050 |
| DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2060 |
| MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2065+ |
| DFARX | Dimensional 2070 Target Dt Ret Inc Inst | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2065+ |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 70 | 45 | 134 | 54 | X | Global Large-Stock Blend |
| MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 47 | 133 | 54 | X | Global Aggressive Allocation |
| JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderate Allocation |
| JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 78 | 51 | 147 | 58 | X | Global Moderate Allocation |
| JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2030 |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2035 |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2065+ |
| JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2045 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2050 |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2055 |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2060 |
| JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2060 |
| JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2065+ |
| JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 142 | 57 | X | Target-Date 2040 |
| JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2055 |
| JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 141 | 57 | X | Target-Date 2045 |
| JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 80 | 50 | 140 | 57 | X | Target-Date 2050 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2040 |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 50 | 141 | 57 | X | Global Moderate Allocation |
| MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 50 | 141 | 57 | X | Global Aggressive Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 50 | 141 | 57 | X | Global Moderately Aggressive Allocation |
| MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2030 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2035 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderately Aggressive Allocation |
| MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Global Moderately Aggressive Allocation |
| JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 75 | 46 | 135 | 48 | X | Global Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Global Moderately Aggressive Allocation |
| MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Global Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Global Moderate Allocation |
| MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 75 | 50 | 138 | 57 | X | Moderate Allocation |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2040 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2060 |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Global Moderate Allocation |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2030 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2035 |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2040 |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2045 |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2050 |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2055 |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2065+ |
| QCSTFX | CREF Stock Account (R4) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Target-Date 2065+ |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2030 |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 76 | 49 | 139 | 56 | X | Target-Date 2035 |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 76 | 50 | 140 | 57 | X | Global Moderately Aggressive Allocation |
| QCSTIX | CREF Stock Account (R3) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2045 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2050 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2055 |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| QCSTPX | CREF Stock Account (R2) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2060 |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGQX | State Street Target Retirement 2070 I | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGNX | State Street Target Retirement 2070 K | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| SSGUX | State Street Target Retirement 2070 R3 | Owns companies we recommend for divestment | 75 | 49 | 136 | 57 | X | Target-Date 2065+ |
| QCSTRX | CREF Stock Account (R1) | Owns companies we recommend for divestment | 76 | 48 | 139 | 55 | X | Aggressive Allocation |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYIX | BlackRock LifePath® Index 2070 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYAX | BlackRock LifePath® Index 2070 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYKX | BlackRock LifePath® Index 2070 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIYPX | BlackRock LifePath® Index 2070 P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 62 | 39 | 119 | 40 | X | Global Aggressive Allocation |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2035 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2040 |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2065+ |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2045 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2050 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2055 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2060 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2045 |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 62 | 36 | 131 | 39 | X | Global Moderately Aggressive Allocation |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2065+ |
| ITDJ | iShares LifePath Target Date 2070 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2065+ |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 66 | 43 | 131 | 51 | X | Global Moderate Allocation |
| FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2030 |
| ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2055 |
| FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2035 |
| FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2060 |
| ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2050 |
| MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderately Aggressive Allocation |
| MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 63 | 39 | 121 | 40 | X | Global Moderate Allocation |
| ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2045 |
| MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 64 | 40 | 124 | 46 | X | Global Moderate Allocation |
| ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2030 |
| ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2035 |
| ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 65 | 49 | 117 | 56 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2040 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2040 |
| FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2030 |
| FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2030 |
| FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2030 |
| FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2035 |
| FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2035 |
| FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2035 |
| FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2040 |
| FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2040 |
| AOR | iShares Core 60/40 Balanced Allc ETF | Owns companies we recommend for divestment | 59 | 45 | 113 | 52 | X | Global Moderate Allocation |
| FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2045 |
| FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2045 |
| FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2045 |
| FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2050 |
| FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2050 |
| FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2050 |
| FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2055 |
| AOA | iShares Core 80/20 Aggressive Allc ETF | Owns companies we recommend for divestment | 59 | 45 | 113 | 52 | X | Global Aggressive Allocation |
| ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 57 | 41 | 111 | 47 | X | Tactical Allocation |
| FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2055 |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2060 |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 57 | 41 | 111 | 47 | X | Tactical Allocation |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Target-Date 2065+ |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Moderately Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Moderate Allocation |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Aggressive Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 57 | 36 | 98 | 41 | X | Global Aggressive Allocation |
| ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 57 | 41 | 111 | 47 | X | Tactical Allocation |
| FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2055 |
| FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2060 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| WEADX | Allspring Spectrum Aggressive Gr Adm | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| WEAFX | Allspring Spectrum Aggressive Gr A | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| WEACX | Allspring Spectrum Aggressive Gr C | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| WEAYX | Allspring Spectrum Aggressive Gr Instl | Owns companies we recommend for divestment | 62 | 34 | 121 | 39 | X | Global Aggressive Allocation |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2030 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 62 | 48 | 115 | 55 | X | Target-Date 2035 |
| FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2060 |
| FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2060 |
| FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FRBDX | Fidelity Freedom 2070 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FRBEX | Fidelity Freedom 2070 K | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FRBHX | Fidelity Freedom 2070 K6 | Owns companies we recommend for divestment | 60 | 39 | 102 | 44 | X | Target-Date 2065+ |
| FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBYX | Fidelity Freedom Blend 2070 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCHX | Fidelity Freedom Blend 2070 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCKX | Fidelity Freedom Blend 2070 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCLX | Fidelity Freedom Blend 2070 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBZX | Fidelity Freedom Blend 2070 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCFX | Fidelity Freedom Blend 2070 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FRCPX | Fidelity Freedom Blend 2070 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBQX | Fidelity Flex Freedom Blend 2070 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FRCJX | Fidelity Freedom Blend 2070 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCNX | Fidelity Freedom Blend 2070 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| JNL Growth ETF Allocation A | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Global Moderately Aggressive Allocation |
| FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| JNL Growth ETF Allocation I | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Global Moderately Aggressive Allocation |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| JNL Moderate Growth ETF Allocation A | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Global Moderate Allocation |
| JNL Moderate Growth ETF Allocation I | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Global Moderate Allocation |
| SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Global Aggressive Allocation |
| SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Moderate Allocation |
| SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Global Moderately Aggressive Allocation |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 69 | 42 | 131 | 47 | X | Global Large-Stock Blend |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2025 |
| FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBJX | Fidelity Advisor Freedom 2070 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBLX | Fidelity Advisor Freedom 2070 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBNX | Fidelity Advisor Freedom 2070 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBPX | Fidelity Advisor Freedom 2070 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBKX | Fidelity Advisor Freedom 2070 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FRBOX | Fidelity Advisor Freedom 2070 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2065+ |
| FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2060 |
| FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 68 | 43 | 133 | 49 | X | Moderate Allocation |
| FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2040 |
| FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2045 |
| FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2050 |
| FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 67 | 46 | 108 | 52 | X | Target-Date 2055 |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 68 | 43 | 133 | 49 | X | Global Large-Stock Blend |
| FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2060 |
| LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 14 | 13 | 25 | 17 | X | Large Blend |
| SFY | SoFi Select 500 ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Growth |
| GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Blend |
| MMLRX | MassMutual Select TRP Large Cap Blend I | Owns companies we recommend for divestment | 21 | 22 | 34 | 25 | X | Large Blend |
| MAAKX | MoA All America Fund | Owns companies we recommend for divestment | 21 | 22 | 35 | 26 | X | Large Blend |
| EAISX | Parametric International Equity A | Owns companies we recommend for divestment | 21 | 6 | 40 | 11 | X | Foreign Large Blend |
| EIISX | Parametric International Equity I | Owns companies we recommend for divestment | 21 | 6 | 40 | 11 | X | Foreign Large Blend |
| ERISX | Parametric International Equity R | Owns companies we recommend for divestment | 21 | 6 | 40 | 11 | X | Foreign Large Blend |
| ESISX | Parametric International Equity R6 | Owns companies we recommend for divestment | 21 | 6 | 40 | 11 | X | Foreign Large Blend |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 21 | 2 | 34 | 2 | X | Miscellaneous Region |
| FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 21 | 8 | 53 | 11 | X | Foreign Large Blend |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 21 | 5 | 16 | 19 | X | Industrials |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 21 | 5 | 16 | 19 | X | Industrials |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 26 | X | Large Blend |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 26 | X | Large Blend |
| SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| GDE | WisdomTree Efcnt Gld Pls Eq Stgy ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Aggressive Allocation |
| FNILX | Fidelity ZERO Large Cap Index | Owns companies we recommend for divestment | 21 | 22 | 34 | 26 | X | Large Blend |
| FIDU | Fidelity MSCI Industrials ETF | Owns companies we recommend for divestment | 21 | 5 | 16 | 19 | X | Industrials |
| DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 22 | 22 | 34 | 27 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | Owns companies we recommend for divestment | 21 | 18 | 28 | 22 | X | Large Blend |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 20 | 9 | 29 | 20 | X | Technology |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 2 | 37 | 0 | X | Foreign Small/Mid Blend |
| EPS | WisdomTree U.S. LargeCap Fund | Owns companies we recommend for divestment | 21 | 19 | 28 | 25 | X | Large Value |
| DXIV | Dimensional International Vector Eq ETF | Owns companies we recommend for divestment | 22 | 6 | 56 | 6 | X | Foreign Small/Mid Value |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFPX | MFS Lifetime 2050 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| MFFKX | MFS Lifetime 2050 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2050 |
| LFIAX | MFS Lifetime 2055 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2045 |
| USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| GENIX | Gotham Enhanced Return Institutional | Owns companies we recommend for divestment | 22 | 21 | 30 | 28 | X | Mid-Cap Blend |
| PBUS | Invesco MSCI USA ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Mid-Cap Blend |
| SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Mid-Cap Blend |
| INRO | iShares U.S. Industry Rotation Act ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | Owns companies we recommend for divestment | 22 | 22 | 34 | 27 | X | Large Blend |
| KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 22 | 33 | 41 | 31 | X | Large Blend |
| MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2040 |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| LFICX | MFS Lifetime 2055 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXV | ProShares S&P 500® ex-Health Care | Owns companies we recommend for divestment | 20 | 20 | 34 | 23 | X | Large Blend |
| PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 20 | 5 | 39 | 9 | X | Foreign Large Blend |
| PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSIFX | PGIM Quant Solutions Large-Cap Index Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| TRSPX | Nuveen S&P 500 Index Retire | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRISX | Nationwide S&P 500 Index Instl Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMRX | Nationwide S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMIX | Nationwide S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMSX | Nationwide S&P 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NOSIX | Northern Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TISAX | Nuveen S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TISPX | Nuveen S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSXAX | NYLI S&P 500 Index Class A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PQSIX | PGIM Quant Solutions Large-Cap Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSPIX | NYLI S&P 500 Index Class I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MYSPX | NYLI S&P 500 Index Investor Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSXMX | NYLI S&P 500 Index SIMPLE Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INDEX | ONEFUND S&P 500® | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| QDPL | Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSIAX | PGIM Quant Solutions Large-Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSICX | PGIM Quant Solutions Large-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PDSIX | PGIM Quant Solutions Large-Cap Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SHUS | Stratified LargeCap Hedged ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Mid-Cap Value |
| SSPY | Stratified LargeCap Index ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| STRV | Strive 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Large Blend |
| PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DSPY | Tema S&P 500 Hist Wght ETF Strat | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PWTAX | UBS US Allocation A | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| PWTYX | UBS US Allocation P | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RVRB | Reverb ETF | Owns companies we recommend for divestment | 20 | 22 | 32 | 23 | X | Large Blend |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| REQAX | Russell Sustnbl Aware Eq A | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REQCX | Russell Sustnbl Aware Eq C | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REQTX | Russell Sustnbl Aware Eq S | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| REUYX | Russell Sustnbl Aware Eq Y | Owns companies we recommend for divestment | 20 | 22 | 30 | 26 | V | Large Blend |
| RYSOX | Rydex S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSYX | Rydex S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSPX | Rydex S&P 500 H | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPLG | SPDR® Portfolio S&P 500® ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPY | SPDR® S&P 500® ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| LFIBX | MFS Lifetime 2055 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIIX | MFS Lifetime 2055 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| MUIGX | Nationwide BNY Mellon Dyn US Core R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 23 | 9 | 57 | 12 | X | Foreign Large Blend |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 23 | 28 | 38 | 33 | X | Mid-Cap Blend |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| FNDX | Schwab Fundamental U.S. Large CompanyETF | Owns companies we recommend for divestment | 23 | 25 | 36 | 32 | X | Large Value |
| RTDCX | Russell Inv Multifactor US Equity C | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDTX | Russell Inv Multifactor US Equity M | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDRX | Russell Inv Multifactor US Equity R6 | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDSX | Russell Inv Multifactor US Equity S | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDYX | Russell Inv Multifactor US Equity Y | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| SWOBX | Schwab Balanced | Owns companies we recommend for divestment | 23 | 19 | 58 | 18 | X | Moderate Allocation |
| SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 23 | 3 | 35 | 1 | X | Foreign Small/Mid Value |
| SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 23 | 26 | 36 | 32 | X | Large Value |
| IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| STXV | Strive 1000 Value ETF | Owns companies we recommend for divestment | 23 | 21 | 29 | 24 | X | Large Value |
| IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Aggressive Allocation |
| IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 23 | 19 | 45 | 30 | X | Global Moderate Allocation |
| RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2050 |
| JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2045 |
| SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 24 | 20 | 35 | 23 | X | Global Moderate Allocation |
| SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| DGLIX | DFA Global Small Company Institutional | Owns companies we recommend for divestment | 24 | 15 | 44 | 15 | X | Global Small/Mid Stock |
| DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 24 | 5 | 57 | 13 | V | Foreign Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 24 | 27 | 32 | 30 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 24 | 27 | 32 | 30 | X | Large Value |
| SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2035 |
| SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2040 |
| RTDAX | Russell Inv Multifactor US Equity A | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| LFIRX | MFS Lifetime 2055 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 22 | 7 | 49 | 5 | V | Foreign Large Blend |
| FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 22 | 3 | 34 | 1 | X | Foreign Small/Mid Value |
| SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 22 | 17 | 27 | 19 | X | Large Value |
| CUSUX | Six Circles U.S. Unconstrained Equity | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| SPUSX | Symmetry Panoramic US Equity I | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| VOTE | TCW Transform 500 ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | V | Large Blend |
| VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 22 | 27 | 33 | 29 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 22 | 24 | 39 | 29 | X | Large Blend |
| LFTMX | MFS Lifetime 2065 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 22 | 24 | 39 | 29 | X | Large Blend |
| USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| LFTNX | MFS Lifetime 2065 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTLX | MFS Lifetime 2065 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| MFJIX | MFS Lifetime 2060 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| LFISX | MFS Lifetime 2055 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFITX | MFS Lifetime 2055 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIUX | MFS Lifetime 2055 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| LFIKX | MFS Lifetime 2055 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2055 |
| MFJAX | MFS Lifetime 2060 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJBX | MFS Lifetime 2060 B | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJCX | MFS Lifetime 2060 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJEX | MFS Lifetime 2060 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| LFTKX | MFS Lifetime 2065 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| MFJGX | MFS Lifetime 2060 R2 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJTX | MFS Lifetime 2060 R3 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJUX | MFS Lifetime 2060 R4 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| MFJKX | MFS Lifetime 2060 R6 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2060 |
| LFTFX | MFS Lifetime 2065 A | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTGX | MFS Lifetime 2065 C | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTHX | MFS Lifetime 2065 I | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| LFTJX | MFS Lifetime 2065 R1 | Owns companies we recommend for divestment | 22 | 17 | 28 | 24 | X | Target-Date 2065+ |
| CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| FIOOX | Fidelity Series Large Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 23 | 5 | 49 | 10 | V | Foreign Large Blend |
| FLCOX | Fidelity Large Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 23 | 22 | 42 | 29 | X | Aggressive Allocation |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 23 | 19 | 35 | 23 | X | Global Moderate Allocation |
| GRMAX | Nationwide S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GGFRX | Nationwide BNY Mellon Dyn US Core R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 34 | 32 | V | Large Blend |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| TPAIX | Timothy Plan Israel Common Values A | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TPCIX | Timothy Plan Israel Common Values C | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TICIX | Timothy Plan Israel Common Values I | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 15 | 13 | 18 | 14 | X | Large Blend |
| DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 16 | 29 | 37 | 28 | X | Large Blend |
| SSMLX | State Street Small/Mid Cap Equity Idx I | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| MXECX | Empower Core Strategies Intl Eq Instl | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| MXEVX | Empower Core Strategies Intl Eq Inv | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| FSMAX | Fidelity Extended Market Index | Owns companies we recommend for divestment | 16 | 16 | 20 | 21 | X | Mid-Cap Blend |
| FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 16 | 16 | 17 | 22 | X | Mid-Cap Value |
| EGLE | Global X S&P 500 U.S. Rev Ldrs ETF | Owns companies we recommend for divestment | 16 | 17 | 19 | 21 | X | Large Blend |
| GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 17 | 29 | 18 | X | Global Large-Stock Blend |
| GINDX | Gotham Index Plus Institutional | Owns companies we recommend for divestment | 16 | 18 | 27 | 18 | X | Large Blend |
| SSMKX | State Street Small/Mid Cap Equity Idx K | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| SSMJX | State Street Small/Mid Cap Equity Idx A | Owns companies we recommend for divestment | 15 | 15 | 17 | 19 | X | Mid-Cap Blend |
| PDN | Invesco RAFI Developed Mkts ex-US S-METF | Owns companies we recommend for divestment | 16 | 2 | 31 | 1 | X | Foreign Small/Mid Value |
| IWGCX | Macquarie Glbl Allocation C | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 15 | 3 | 15 | 13 | X | Industrials |
| JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| IWGAX | Macquarie Glbl Allocation A | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| IWGIX | Macquarie Glbl Allocation I | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| IWGNX | Macquarie Glbl Allocation R6 | Owns companies we recommend for divestment | 15 | 12 | 27 | 21 | X | Global Moderate Allocation |
| OWSMX | Old Westbury Small & Mid Cap Strategies | Owns companies we recommend for divestment | 15 | 6 | 20 | 6 | X | Global Small/Mid Stock |
| CSM | ProShares Large Cap Core Plus | Owns companies we recommend for divestment | 15 | 19 | 27 | 21 | X | Large Blend |
| SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 15 | 14 | 17 | 19 | X | Mid-Cap Blend |
| SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 15 | 19 | 28 | 16 | X | Global Large-Stock Value |
| GNNDX | Gotham Index Plus Investor | Owns companies we recommend for divestment | 16 | 18 | 27 | 18 | X | Large Blend |
| MNCSX | Mercer Non-US Core Equity I | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 15 | 15 | 17 | 18 | X | Small Blend |
| PABCX | PGIM Balanced C | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| GABIX | Gabelli Asset I | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 17 | 2 | 24 | 14 | X | Industrials |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 17 | 3 | 15 | 13 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 17 | 3 | 15 | 13 | X | Industrials |
| MSSM | Morgan Stanley Pathway Sm-Md Cp Eq ETF | Owns companies we recommend for divestment | 17 | 15 | 18 | 19 | X | Mid-Cap Blend |
| CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 17 | 17 | 24 | 21 | X | Large Value |
| PIBAX | PGIM Balanced A | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PALRX | PGIM Balanced R | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| GABAX | Gabelli Asset AAA | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| PIBQX | PGIM Balanced R6 | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| PABFX | PGIM Balanced Z | Owns companies we recommend for divestment | 17 | 12 | 39 | 17 | X | Moderate Allocation |
| RTLAX | Russell Inv Tax-Managed US Large Cap A | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RTLCX | Russell Inv Tax-Managed US Large Cap C | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RTMTX | Russell Inv Tax-Managed US Large Cap M | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| RETSX | Russell Inv Tax-Managed US Large Cap S | Owns companies we recommend for divestment | 17 | 20 | 29 | 24 | X | Large Blend |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 17 | 1 | 30 | 1 | X | Foreign Small/Mid Blend |
| GATCX | Gabelli Asset C | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GATAX | Gabelli Asset A | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| MNCEX | Mercer Non-US Core Equity Y3 | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| RLGYX | Russell Inv Global Equity Y | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| SZNE | Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | Owns companies we recommend for divestment | 16 | 9 | 26 | 18 | X | Large Blend |
| FOWF | Pacer Solactive Whitney Fut of Wrfr ETF | Owns companies we recommend for divestment | 16 | 5 | 23 | 18 | X | Industrials |
| SPXT | ProShares S&P 500® ex-Technology | Owns companies we recommend for divestment | 16 | 20 | 24 | 18 | X | Large Blend |
| RGEAX | Russell Inv Global Equity A | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGECX | Russell Inv Global Equity C | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGDTX | Russell Inv Global Equity M | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGESX | Russell Inv Global Equity S | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 16 | 16 | 20 | 21 | X | Mid-Cap Blend |
| DALI | First Trust Dorsey Wright DALI 1 ETF | Owns companies we recommend for divestment | 17 | 18 | 25 | 21 | X | Tactical Allocation |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 16 | 15 | 20 | 20 | X | Mid-Cap Blend |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 16 | 17 | 23 | 19 | X | Large Value |
| DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 17 | 1 | 38 | 0 | X | Foreign Small/Mid Value |
| IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 15 | 15 | 17 | 18 | X | Small Blend |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| GEFPX | Gotham Enhanced 500 Plus Institutional | Owns companies we recommend for divestment | 14 | 15 | 26 | 16 | X | Large Value |
| GVALX | Gotham Large Value Institutional | Owns companies we recommend for divestment | 14 | 11 | 22 | 13 | X | Large Value |
| GMSMX | GuideMark® Small/Mid Cap Core Service | Owns companies we recommend for divestment | 14 | 11 | 15 | 17 | X | Small Blend |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 14 | 2 | 24 | 5 | X | Foreign Large Value |
| OMFL | Invesco Russell 1000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 14 | 15 | 24 | 18 | X | Large Blend |
| HAWX | iShares Currency Hdgd MSCI ACWI exUS ETF | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| FNCMX | Fidelity Nasdaq Composite Index | Owns companies we recommend for divestment | 14 | 15 | 27 | 16 | X | Large Growth |
| BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 14 | 3 | 14 | 12 | X | Industrials |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 14 | 7 | 39 | 11 | X | Foreign Large Blend |
| FSDAX | Fidelity Select Defense & Aerospace | Owns companies we recommend for divestment | 14 | 1 | 12 | 10 | X | Industrials |
| FSMDX | Fidelity Mid Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 14 | 12 | 12 | 20 | X | Small Blend |
| DLCFX | Destinations Large Cap Equity I | Owns companies we recommend for divestment | 14 | 20 | 29 | 19 | X | Large Blend |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Owns companies we recommend for divestment | 14 | 17 | 28 | 19 | X | Large Blend |
| MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 14 | 10 | 30 | 14 | X | Global Moderate Allocation |
| BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 14 | 7 | 29 | 10 | X | Foreign Large Blend |
| DLCZX | Destinations Large Cap Equity Z | Owns companies we recommend for divestment | 14 | 20 | 29 | 19 | X | Large Blend |
| FLAPX | Fidelity Flex Mid Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 14 | 4 | 26 | 7 | X | Foreign Large Growth |
| DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 14 | 2 | 32 | 5 | X | Foreign Large Blend |
| DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 4 | 25 | 1 | X | Foreign Small/Mid Blend |
| DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 14 | 11 | 17 | 17 | X | Large Value |
| DFVX | Dimensional US Large Cap Vector ETF | Owns companies we recommend for divestment | 14 | 13 | 27 | 19 | X | Large Value |
| ERBAX | Eaton Vance RBA Equity Strategy Fd Cl A | Owns companies we recommend for divestment | 14 | 9 | 29 | 17 | X | Global Large-Stock Blend |
| ERBCX | Eaton Vance RBA Equity Strategy Fd Cl C | Owns companies we recommend for divestment | 14 | 9 | 29 | 17 | X | Global Large-Stock Blend |
| ERBIX | Eaton Vance RBA Equity Strategy Fd Cl I | Owns companies we recommend for divestment | 14 | 9 | 29 | 17 | X | Global Large-Stock Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 14 | 12 | 12 | 20 | X | Small Blend |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 14 | 12 | 31 | 17 | X | Moderate Allocation |
| BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 15 | 15 | 17 | 18 | X | Small Blend |
| DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 15 | 2 | 27 | 0 | X | Foreign Small/Mid Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 15 | 1 | 24 | 0 | X | Foreign Small/Mid Value |
| AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 15 | 1 | 24 | 0 | X | Foreign Small/Mid Value |
| BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 15 | 11 | 13 | 16 | X | Mid-Cap Blend |
| SUPAX | DWS Equity Sector Strategy Fund Class A | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 14 | 16 | 19 | 17 | X | Mid-Cap Blend |
| SUPCX | DWS Equity Sector Strategy Fund Class C | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SPGRX | DWS Equity Sector Strategy Fund Class S | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SNPTX | DWS Equity Sector Strategy Institutional | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| FITFX | Fidelity Flex International Index | Owns companies we recommend for divestment | 15 | 9 | 38 | 11 | X | Foreign Large Blend |
| FSGGX | Fidelity Global ex US Index | Owns companies we recommend for divestment | 15 | 9 | 35 | 11 | X | Foreign Large Blend |
| FSGEX | Fidelity Series Global ex US Index | Owns companies we recommend for divestment | 15 | 9 | 37 | 11 | X | Foreign Large Blend |
| GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 15 | 1 | 14 | 10 | X | Industrials |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 14 | 15 | 13 | 18 | X | Mid-Cap Blend |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 14 | 12 | 31 | 17 | X | Moderate Allocation |
| AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 14 | 14 | 37 | 21 | X | Global Large-Stock Blend |
| JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 14 | 16 | 20 | 20 | X | Large Value |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 14 | 5 | 20 | 10 | X | Foreign Large Blend |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 14 | 6 | 31 | 7 | X | Foreign Large Growth |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 14 | 27 | 35 | 25 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 14 | 27 | 35 | 25 | X | Large Blend |
| KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 14 | 5 | 26 | 19 | X | Mid-Cap Growth |
| IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 14 | 14 | 37 | 21 | X | Global Large-Stock Blend |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 14 | 18 | 30 | 19 | X | Large Blend |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 14 | 18 | 30 | 19 | X | Large Blend |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 14 | 18 | 22 | 16 | X | Large Value |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 14 | 18 | 22 | 16 | X | Large Value |
| VSMAX | Vanguard Small Cap Index Admiral Shares | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 14 | 11 | 16 | 18 | X | Small Blend |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| NGISX | Nationwide BNY Mellon Dyn US Core I.S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GSPFX | Gotham Enhanced S&P 500 Index Instl | Owns companies we recommend for divestment | 20 | 21 | 33 | 23 | X | Large Blend |
| FSUMX | Fidelity Series Sustainable U.S. Market | Owns companies we recommend for divestment | 20 | 21 | 35 | 24 | V | Large Blend |
| SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ONOF | Global X Adaptive US Risk Management ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Tactical Allocation |
| GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 20 | 21 | 31 | 24 | X | Large Blend |
| GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 20 | 7 | 54 | 12 | X | Foreign Large Blend |
| GSPY | Gotham Enhanced 500 ETF | Owns companies we recommend for divestment | 20 | 21 | 33 | 23 | X | Large Blend |
| GMLGX | GuideMark® Large Cap Core Service | Owns companies we recommend for divestment | 20 | 22 | 31 | 26 | X | Large Blend |
| FDFIX | Fidelity Flex 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GEQYX | GuideStone Funds Equity Index Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GEQZX | GuideStone Funds Equity Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 20 | 2 | 16 | 18 | X | Industrials |
| VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| FLCPX | Fidelity SAI US Large Cap Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| FXAIX | Fidelity 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPCX | DWS S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 20 | 18 | 26 | 28 | X | Large Value |
| HCMT | Direxion HCM Tactical EnhU.S.EqStratETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | Owns companies we recommend for divestment | 20 | 20 | 33 | 22 | X | Mid-Cap Value |
| BTIIX | DWS Equity 500 Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BTIRX | DWS Equity 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BTIEX | DWS Equity 500 Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPAX | DWS S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPRX | DWS S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| FMXSX | Federated Hermes Max-Cap Index Svc | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| SCPIX | DWS S&P 500 Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXEBX | Empower Core Strategies US Eq Instl | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| MXETX | Empower Core Strategies US Eq Inv | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| MXKWX | Empower S&P 500® Index Institutional | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXVIX | Empower S&P 500® Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXCCX | Federated Hermes Max-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FISPX | Federated Hermes Max-Cap Index IS | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FMXKX | Federated Hermes Max-Cap Index R | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 20 | 9 | 47 | 11 | X | Foreign Large Blend |
| MIEYX | MM S&P 500® Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| MMFFX | MM S&P 500® Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIZX | MM S&P 500® Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| MMINX | MM S&P 500® Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIEAX | MM S&P 500® Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIEZX | MM S&P 500® Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIEX | MM S&P 500® Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAEIX | MoA Equity Index Fund | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NMFAX | Nationwide BNY Mellon Dyn US Core A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NWAEX | Nationwide BNY Mellon Dyn US Core Eagle | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 20 | 22 | 42 | 30 | X | Target-Date 2030 |
| OGFAX | JPMorgan Equity Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TOPC | iShares S&P 500 3% Capped ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OGEAX | JPMorgan Equity Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OEICX | JPMorgan Equity Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 20 | 9 | 47 | 11 | X | Foreign Large Blend |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| MBAGX | MFS Aggressive Growth Allocation B | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| BKIE | BNY Mellon International Equity ETF | Owns companies we recommend for divestment | 19 | 7 | 46 | 12 | X | Foreign Large Blend |
| BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 19 | 18 | 28 | 23 | X | Large Blend |
| IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 19 | 20 | 35 | 24 | X | Large Value |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 19 | 18 | 31 | 22 | X | Large Blend |
| IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 19 | 24 | 28 | 27 | X | Large Value |
| ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 19 | 18 | 28 | 19 | X | Large Value |
| MAAGX | MFS Aggressive Growth Allocation A | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MCAGX | MFS Aggressive Growth Allocation C | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 19 | 2 | 50 | 3 | X | Foreign Large Value |
| MIAGX | MFS Aggressive Growth Allocation I | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAAFX | MFS Aggressive Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAWAX | MFS Aggressive Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAAHX | MFS Aggressive Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAALX | MFS Aggressive Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| AGGPX | MFS Aggressive Growth Allocation R6 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Aggressive Allocation |
| MAGWX | MFS Growth Allocation A | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| AVUQ | Avantis U.S. Quality ETF | Owns companies we recommend for divestment | 19 | 26 | 33 | 27 | X | Large Growth |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| MCGWX | MFS Growth Allocation C | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| LVPSX | ProFunds Large Cap Value Svc | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 17 | 7 | 43 | 11 | X | Foreign Large Value |
| CFMCX | Column Mid Cap | Owns companies we recommend for divestment | 18 | 13 | 16 | 21 | X | Mid-Cap Blend |
| FEX | First Trust Large Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 18 | 18 | 22 | 20 | X | Large Blend |
| JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 18 | 21 | 33 | 24 | X | Large Blend |
| GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 18 | 5 | 45 | 11 | X | Foreign Large Blend |
| GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 18 | 22 | 32 | 23 | X | Large Blend |
| LVPIX | ProFunds Large Cap Value Inv | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 18 | 22 | 31 | 24 | X | Large Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| SPXN | ProShares S&P 500® ex-Financials | Owns companies we recommend for divestment | 18 | 19 | 33 | 22 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 18 | 18 | 34 | 22 | X | Global Large-Stock Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 18 | 18 | 34 | 22 | X | Global Large-Stock Blend |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 18 | 21 | 36 | 24 | X | Large Blend |
| TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 18 | 21 | 36 | 24 | X | Large Blend |
| NATO | Themes Transatlantic Defense ETF | Owns companies we recommend for divestment | 18 | 2 | 15 | 14 | X | Industrials |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| MBGWX | MFS Growth Allocation B | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MGWIX | MFS Growth Allocation I | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Aggressive Allocation |
| EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| DSPIX | BNY Mellon Instl S&P 500 Stk Idx I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PEOPX | BNY Mellon S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Large Blend |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 24 | 25 | 26 | X | Mid-Cap Value |
| CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Aggressive Allocation |
| CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Aggressive Allocation |
| CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Aggressive Allocation |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Moderate Allocation |
| CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Moderate Allocation |
| CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Moderate Allocation |
| CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Global Moderate Allocation |
| NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| MAGMX | MFS Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 19 | 7 | 47 | 11 | X | Foreign Large Blend |
| MGALX | MFS Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGEX | MFS Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGJX | MFS Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| MAGQX | MFS Growth Allocation R6 | Owns companies we recommend for divestment | 19 | 12 | 21 | 21 | X | Global Moderately Aggressive Allocation |
| Nationwide Fundamental All Cap Equity R6 | Owns companies we recommend for divestment | 19 | 21 | 30 | 23 | X | Large Blend |
| OWLSX | Old Westbury Large Cap Strategies | Owns companies we recommend for divestment | 19 | 21 | 38 | 25 | X | Global Large-Stock Growth |
| QRFT | QRAFT AI-Enhanced US Large Cap ETF | Owns companies we recommend for divestment | 19 | 19 | 28 | 20 | X | Large Blend |
| SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 19 | 21 | 35 | 21 | X | Large Blend |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 19 | 22 | 32 | 24 | X | Large Blend |
| SEEKX | Steward Values Enhanced Lg Cap A | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| SEECX | Steward Values Enhanced Lg Cap I | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| SEEHX | Steward Values Enhanced Lg Cap R6 | Owns companies we recommend for divestment | 19 | 22 | 33 | 21 | X | Large Blend |
| DDWM | WisdomTree Dynamic International Eq ETF | Owns companies we recommend for divestment | 19 | 4 | 41 | 9 | X | Foreign Large Value |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Miscellaneous Allocation |
| RBGCX | Columbia Capital Allocation Agrsv C | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| EBI | Longview Advantage ETF | Owns companies we recommend for divestment | 31 | 33 | 46 | 39 | X | Large Blend |
| CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 31 | 34 | 46 | 42 | X | Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 31 | 32 | 51 | 40 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 31 | 32 | 51 | 40 | X | Large Blend |
| LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 31 | 34 | 51 | 40 | X | Tactical Allocation |
| LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 31 | 34 | 51 | 40 | X | Tactical Allocation |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 31 | 33 | 46 | 41 | X | Large Value |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 31 | 28 | 64 | 34 | X | Global Moderately Aggressive Allocation |
| FSAKX | Strategic Advisers U.S. Total Stock | Owns companies we recommend for divestment | 31 | 36 | 47 | 37 | X | Large Blend |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2035 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2065+ |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 30 | 30 | 47 | 39 | X | Global Aggressive Allocation |
| MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2040 |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 30 | 30 | 47 | 39 | X | Global Aggressive Allocation |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2035 |
| MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2050 |
| ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Moderate Allocation |
| OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 30 | 26 | 48 | 39 | X | Global Aggressive Allocation |
| MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2025 |
| MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 30 | 29 | 52 | 35 | X | Target-Date 2030 |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 26 | 55 | 33 | X | Target-Date 2060 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 26 | 54 | 32 | X | Target-Date 2030 |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 27 | 55 | 33 | X | Target-Date 2055 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 26 | 56 | 32 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 35 | 29 | 57 | 35 | X | Global Large-Stock Blend |
| HRAAX | Hartford Moderately Aggressive Allc A | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRACX | Hartford Moderately Aggressive Allc C | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRAFX | Hartford Moderately Aggressive Allc F | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRAIX | Hartford Moderately Aggressive Allc I | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRARX | Hartford Moderately Aggressive Allc R3 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRASX | Hartford Moderately Aggressive Allc R4 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| HRATX | Hartford Moderately Aggressive Allc R5 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderately Aggressive Allocation |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 35 | 30 | 62 | 38 | X | Global Large-Stock Blend |
| HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| WSML | iShares MSCI World Small-Cap ETF | Owns companies we recommend for divestment | 35 | 14 | 57 | 16 | X | Global Small/Mid Stock |
| IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 35 | 36 | 51 | 43 | X | Large Blend |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 35 | 36 | 51 | 43 | X | Large Blend |
| BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 35 | 36 | 51 | 43 | X | Large Blend |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 35 | 36 | 51 | 43 | X | Large Blend |
| JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 34 | 35 | 51 | 43 | X | Large Blend |
| PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2065+ |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 34 | 27 | 62 | 37 | X | Global Large-Stock Blend |
| HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 38 | 54 | 47 | X | Global Moderate Allocation |
| GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2045 |
| GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2045 |
| GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2055 |
| GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 35 | 28 | 67 | 37 | X | Target-Date 2055 |
| HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 35 | 26 | 62 | 26 | X | Global Moderate Allocation |
| JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2040 |
| LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2045 |
| PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2050 |
| LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2055 |
| LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 35 | 34 | 53 | 43 | X | Target-Date 2035 |
| PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderately Aggressive Allocation |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 35 | 29 | 63 | 38 | X | Global Large-Stock Blend |
| JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 35 | 33 | 56 | 38 | X | Global Moderate Allocation |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 35 | 29 | 63 | 38 | X | Global Large-Stock Blend |
| TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 35 | 37 | 51 | 43 | X | Large Blend |
| PFIOX | PFG Invesco® Eq Fact Rotation Strtgy I | Owns companies we recommend for divestment | 35 | 30 | 54 | 38 | X | Global Small/Mid Stock |
| PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 35 | 34 | 55 | 43 | X | Target-Date 2030 |
| PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2060 |
| PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| PCCLX | Putnam Retirement Advantage 2040 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 33 | 35 | 49 | 41 | X | Moderate Allocation |
| PBBZX | Putnam Retirement Advantage 2040 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 33 | 35 | 50 | 41 | X | Large Blend |
| PBAOX | Putnam Retirement Advantage 2040 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGKX | Putnam Retirement Advantage 2040 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGJX | Putnam Retirement Advantage 2040 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGOX | Putnam Retirement Advantage 2040 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBAMX | Putnam Retirement Advantage 2040 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PALZX | Putnam Retirement Advantage 2040 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PALGX | Putnam Retirement Advantage 2045 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| DFUS | Dimensional US Equity Market ETF | Owns companies we recommend for divestment | 33 | 35 | 52 | 41 | X | Large Blend |
| DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 33 | 33 | 51 | 41 | X | Large Blend |
| PAFZX | Putnam Retirement Advantage 2045 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 33 | 9 | 66 | 11 | X | Foreign Large Blend |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 32 | 27 | 56 | 33 | X | Target-Date 2045 |
| DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 32 | 32 | 52 | 40 | X | Large Blend |
| DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 32 | 32 | 51 | 40 | X | Large Blend |
| DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 32 | 32 | 51 | 39 | X | Large Blend |
| TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 32 | 10 | 62 | 11 | X | Foreign Large Value |
| WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 32 | 36 | 47 | 42 | X | Large Blend |
| WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 32 | 36 | 47 | 42 | X | Large Blend |
| PAFPX | Putnam Retirement Advantage 2045 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAGQX | Putnam Retirement Advantage 2045 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 34 | 34 | 55 | 41 | X | Target-Date 2030 |
| PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2035 |
| PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2040 |
| JNL/JPMorgan Managed Moderate Gr A | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Moderate Allocation |
| PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2045 |
| PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2050 |
| PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 34 | 34 | 54 | 41 | X | Target-Date 2055 |
| JNL/JPMorgan Managed Moderate Gr I | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Moderate Allocation |
| JNL/JPMorgan Managed Growth I | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Moderately Aggressive Allocation |
| PAGUX | Putnam Retirement Advantage 2045 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| QCEQRX | CREF Equity Index Account (R1) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| PAGWX | Putnam Retirement Advantage 2045 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFMX | Putnam Retirement Advantage 2045 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFJX | Putnam Retirement Advantage 2045 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 33 | 34 | 52 | 43 | X | Large Growth |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 34 | 9 | 78 | 11 | X | Foreign Large Blend |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 8 | 69 | 12 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 8 | 69 | 12 | X | Foreign Large Blend |
| QCEQPX | CREF Equity Index Account (R2) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| JNL/JPMorgan Managed Growth A | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Moderately Aggressive Allocation |
| QCEQIX | CREF Equity Index Account (R3) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| QCEQFX | CREF Equity Index Account (R4) | Owns companies we recommend for divestment | 34 | 36 | 49 | 43 | X | Large Blend |
| FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 34 | 36 | 52 | 43 | X | Large Blend |
| GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 34 | 31 | 68 | 43 | X | Global Large-Stock Blend |
| GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 34 | 31 | 68 | 43 | X | Global Large-Stock Blend |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 34 | 34 | 53 | 42 | X | Large Blend |
| JNL/JPMorgan Managed Agrsv Gr A | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr I | Owns companies we recommend for divestment | 34 | 26 | 45 | 38 | X | Aggressive Allocation |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2045 |
| JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| FSXFX | Fidelity Advisor Sust Trgt Dt 2030 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSWUX | Fidelity Advisor Sust Trgt Dt 2025 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSWSX | Fidelity Advisor Sust Trgt Dt 2025 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSWVX | Fidelity Advisor Sust Trgt Dt 2025 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSXBX | Fidelity Advisor Sust Trgt Dt 2030 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXCX | Fidelity Advisor Sust Trgt Dt 2030 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXEX | Fidelity Advisor Sust Trgt Dt 2030 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXDX | Fidelity Advisor Sust Trgt Dt 2030 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXLX | Fidelity Advisor Sust Trgt Dt 2035 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSWQX | Fidelity Advisor Sust Trgt Dt 2025 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSWRX | Fidelity Advisor Sust Trgt Dt 2025 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 27 | 26 | 42 | 36 | V | Large Blend |
| FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 26 | 21 | 52 | 29 | X | Global Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 26 | 21 | 52 | 29 | X | Global Moderately Aggressive Allocation |
| SAMKX | SA US Core Market | Owns companies we recommend for divestment | 26 | 26 | 39 | 34 | X | Large Blend |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 26 | 24 | 39 | 31 | X | Large Blend |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 27 | 32 | 45 | 37 | X | Mid-Cap Value |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 26 | 24 | 59 | 29 | X | Global Large-Stock Blend |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 29 | 40 | 34 | X | Large Blend |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 27 | 27 | 40 | 32 | X | Large Blend |
| DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 27 | 7 | 64 | 12 | X | Foreign Large Blend |
| DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 27 | 9 | 66 | 13 | X | Foreign Small/Mid Value |
| FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| FSXJX | Fidelity Sustainable Target Date 2030 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FSWOX | Fidelity Sustainable Target Date 2025 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSWYX | Fidelity Sustainable Target Date 2025 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSWZX | Fidelity Sustainable Target Date 2025 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2025 |
| FSXAX | Fidelity Sustainable Target Date 2030 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXHX | Fidelity Sustainable Target Date 2030 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2030 |
| FSXKX | Fidelity Sustainable Target Date 2035 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2035 |
| FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2040 |
| FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 26 | 29 | 40 | 35 | X | Large Blend |
| FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 29 | 40 | 34 | X | Mid-Cap Blend |
| STXG | Strive 1000 Growth ETF | Owns companies we recommend for divestment | 24 | 14 | 32 | 27 | X | Large Growth |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 24 | 24 | 29 | 29 | X | Large Value |
| FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 26 | 32 | 29 | X | Large Value |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 24 | 24 | 37 | 28 | X | Large Blend |
| JSMOX | JPMorgan SmartRetirement® 2065 Class R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2055 |
| JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JSMMX | JPMorgan SmartRetirement® 2065 Class R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 24 | 24 | 45 | 34 | X | Target-Date 2060 |
| JSMEX | JPMorgan SmartRetirement® 2065 Class A | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMHX | JPMorgan SmartRetirement® 2065 Class C | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMJX | JPMorgan SmartRetirement® 2065 Class I | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMKX | JPMorgan SmartRetirement® 2065 Class R2 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMPX | JPMorgan SmartRetirement® 2065 Class R3 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| JSMLX | JPMorgan SmartRetirement® 2065 Class R4 | Owns companies we recommend for divestment | 24 | 24 | 45 | 35 | X | Target-Date 2065+ |
| RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 26 | 8 | 57 | 14 | X | Foreign Large Blend |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 26 | 26 | 43 | 37 | V | Large Blend |
| FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 26 | 4 | 43 | 2 | X | Foreign Small/Mid Blend |
| SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderate Allocation |
| SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 57 | 12 | X | Foreign Large Blend |
| LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Aggressive Allocation |
| SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 26 | 20 | 49 | 26 | X | Moderately Aggressive Allocation |
| EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 26 | 28 | 40 | 34 | X | Mid-Cap Blend |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 26 | 27 | 38 | 32 | X | Large Value |
| NSFOX | Natixis Target Retirement 2065 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2065+ |
| RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 25 | 23 | 26 | 29 | X | Small Blend |
| RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 25 | 21 | 49 | 28 | X | Global Large-Stock Growth |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 25 | 31 | 43 | 31 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 25 | 31 | 43 | 31 | X | Large Blend |
| DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 25 | 23 | 26 | 29 | X | Small Blend |
| EAOR | iShares ESG Aware 60/40 Bal Allc ETF | Owns companies we recommend for divestment | 25 | 25 | 53 | 30 | V | Global Moderate Allocation |
| NSFMX | Natixis Target Retirement 2060 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2060 |
| EAOA | iShares ESG Aware 80/20 Agrsv Allc ETF | Owns companies we recommend for divestment | 25 | 25 | 53 | 30 | V | Global Aggressive Allocation |
| JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 25 | 25 | 39 | 31 | X | Large Blend |
| NSFFX | Natixis Target Retirement 2030 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2030 |
| NSFGX | Natixis Target Retirement 2035 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2035 |
| NSFHX | Natixis Target Retirement 2040 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2040 |
| NSFJX | Natixis Target Retirement 2045 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2045 |
| NSFKX | Natixis Target Retirement 2050 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2050 |
| NSFLX | Natixis Target Retirement 2055 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2055 |
| FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2045 |
| FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 29 | 30 | 43 | 37 | X | Large Blend |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 19 | 67 | 19 | X | Global Large-Stock Value |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 29 | 33 | 48 | 35 | X | Large Blend |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 29 | 8 | 63 | 15 | V | Foreign Large Blend |
| DXUV | Dimensional US Vector Equity ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 38 | X | Mid-Cap Value |
| IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 29 | 12 | 53 | 13 | X | Foreign Large Blend |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 29 | 30 | 43 | 37 | X | Large Blend |
| MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2065+ |
| MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 29 | 25 | 52 | 31 | X | Global Moderately Aggressive Allocation |
| MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2040 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2035 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2055 |
| MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2060 |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Value |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2025 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 29 | 28 | 51 | 34 | X | Target-Date 2030 |
| PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2050 |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| HNDL | Strategy Shares Nasdaq 7 Handl™ ETF | Owns companies we recommend for divestment | 27 | 28 | 37 | 36 | X | Moderately Conservative Allocation |
| SPGEX | Symmetry Panoramic Global Equity I | Owns companies we recommend for divestment | 27 | 26 | 45 | 28 | X | Global Large-Stock Blend |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 41 | 2 | X | Miscellaneous Region |
| FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| MSLC | Morgan Stanley Pathway Large Cap Eq ETF | Owns companies we recommend for divestment | 27 | 29 | 41 | 36 | X | Large Blend |
| IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 27 | 11 | 64 | 12 | X | Foreign Large Blend |
| RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2055 |
| FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2060 |
| FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| PRF | Invesco RAFI US 1000 ETF | Owns companies we recommend for divestment | 27 | 29 | 43 | 35 | X | Large Value |
| FRCQX | Fidelity Sustainable Target Date 2070 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRCWX | Fidelity Sustainable Target Date 2070 A | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRDCX | Fidelity Sustainable Target Date 2070 C | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRDDX | Fidelity Sustainable Target Date 2070 I | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRCRX | Fidelity Sustainable Target Date 2070 K | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRCVX | Fidelity Sustainable Target Date 2070 K6 | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRCYX | Fidelity Sustainable Target Date 2070 M | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| FRDEX | Fidelity Sustainable Target Date 2070 Z | Owns companies we recommend for divestment | 27 | 24 | 50 | 32 | V | Target-Date 2065+ |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2065+ |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2055 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2060 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 28 | 6 | 52 | 13 | X | Foreign Large Blend |
| RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 28 | 21 | 50 | 30 | X | Global Moderate Allocation |
| GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 28 | 27 | 41 | 34 | X | Large Blend |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 28 | 6 | 52 | 13 | X | Foreign Large Blend |
| MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderately Aggressive Allocation |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2050 |
| MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderate Allocation |
| SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 28 | 23 | 54 | 27 | X | Aggressive Allocation |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 28 | 28 | 50 | 34 | X | Target-Date 2045 |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| HNRIX | Hennessy Energy Transition Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| CSVGX | Columbia Select Large Cap Value S | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| OBEGX | Oberweis Global Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAKMX | Oakmark Investor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAZMX | Oakmark R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OEQAX | Oaktree Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OEQIX | Oaktree Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OBGIX | Oberweis Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OMCIX | Oberweis Micro Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OAYEX | Oakmark International Small Cap Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OBMCX | Oberweis Micro-Cap | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OBSOX | Oberweis Small-Cap Opportunities | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OBSIX | Oberweis Small-Cap Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OFSAX | Olstein Strategic Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSFX | Olstein Strategic Opportunities Adviser | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSCX | Olstein Strategic Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OAIM | OneAscent International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Blend |
| OANEX | Oakmark International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OANMX | Oakmark Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| DIVZ | Opal Dividend Income ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Large Value |
| ICEVX | NYLI Epoch International Choice Class A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| NWQFX | Nuveen Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMAX | Nuveen Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| ICERX | NYLI Epoch International Chc SIMPLE Cl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICEWX | NYLI Epoch International Choice Class C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| OAYMX | Oakmark Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| ICEUX | NYLI Epoch International Choice Class I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| ICELX | NYLI Epoch International Choice Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| OASC | OneAscent Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PAINX | PGIM Jennison Intl Sm-Md Cap Opps Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PEEAX | PGIM Jennison Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGCX | PGIM Jennison Mid-Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGEX | PGIM Jennison Mid-Cap Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGGX | PGIM Jennison Mid-Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PJGQX | PGIM Jennison Mid-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PAILX | PGIM Jennison Intl Sm-Md Cap Opps C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PAIOX | PGIM Jennison Intl Sm-Md Cap Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAHWX | PGIM Jennison Intl Sm-Md Cap Opps A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Global Large-Stock Value |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Growth |
| OTGAX | OTG Latin America A Shares | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| OCFS | Otter Creek Focus Strategy ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| PEVAX | PACE Small/Medium Co Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Small Value |
| PCSVX | PACE Small/Medium Co Value Equity P | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Small Value |
| TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Technology |
| PAMC | Pacer Lunt MidCap Multi-Factor Alt ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Blend |
| QBNRX | Pear Tree Polaris Small Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| QQQG | Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | Owns companies we recommend for divestment | 1 | 2 | 8 | 3 | X | Large Growth |
| PATN | Pacer Nasdaq International Ptnt Ldrs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 4 | X | Foreign Large Blend |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Mid-Cap Growth |
| PFPWX | Parnassus Value Equity Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| PARWX | Parnassus Value Equity Investor | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| PRVS | Parnassus Value Select ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Value |
| QBNAX | Pear Tree Polaris Small Cap Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| USBNX | Pear Tree Polaris Small Cap Ord | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VNSYX | Natixis Vaughan Nelson Select Y | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| NECCX | Natixis US Equity Opportunities C | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NESNX | Natixis US Equity Opportunities N | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NESYX | Natixis US Equity Opportunities Y | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| VNSAX | Natixis Vaughan Nelson Select A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSCX | Natixis Vaughan Nelson Select C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSE | Natixis Vaughan Nelson Select ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| VNSNX | Natixis Vaughan Nelson Select N | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| NDGAX | Neuberger Berman Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NEOYX | Natixis Oakmark Y | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NDGCX | Neuberger Berman Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGIX | Neuberger Berman Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NRDGX | Neuberger Berman Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NBET | Neuberger Berman Engy Trnstn & InfrasETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NEFSX | Natixis US Equity Opportunities A | Owns companies we recommend for divestment | 1 | 8 | 10 | 7 | X | Large Blend |
| NOANX | Natixis Oakmark N | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAUX | Nationwide GQG US Quality Eq A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAYX | Nationwide GQG US Quality Eq Eagle | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAWX | Nationwide GQG US Quality Eq Instl Ser | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAVX | Nationwide GQG US Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAGX | Nationwide Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAHX | Nationwide Janus Henderson Overseas R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWZLX | Nationwide Loomis All Cap Gr A | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NECOX | Natixis Oakmark C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NWADX | Nationwide Loomis All Cap Gr Eagle | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWZNX | Nationwide Loomis All Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWZMX | Nationwide Loomis All Cap Gr R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| NWGPX | Nationwide WCM Focused Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWGSX | Nationwide WCM Focused Sm Cp Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWKEX | Nationwide WCM Focused Sm Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
| NEFOX | Natixis Oakmark A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| NUIAX | Nuveen International Dividend Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUICX | Nuveen International Dividend Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 1 | 1 | 8 | 6 | V | Foreign Large Blend |
| TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | V | Mid-Cap Value |
| TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| NSCS | Nuveen Small Cap Select ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 3 | X | Large Growth |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | V | Mid-Cap Growth |
| NBCC | Neuberger Berman Nxt Gen Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Consumer Cyclical |
| NICSX | Nicholas | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Growth |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| NIAGX | Nia Impact Solutions | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Diversified Emerging Mkts |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NQCFX | NorthQuest Capital | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Growth |
| TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| FCUS | Pinnacle Focused Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| NWHYX | Nationwide Geneva Mid Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| REGRX | Russell Inv Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| RTRIX | Royce Small-Cap Total Return Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTRX | Royce Small-Cap Total Return Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RTRRX | Royce Small-Cap Total Return R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTFX | Royce Small-Cap Total Return Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| REMAX | Russell Inv Emerging Markets A | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REMCX | Russell Inv Emerging Markets C | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| RMMTX | Russell Inv Emerging Markets M | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| REMSX | Russell Inv Emerging Markets S | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| RYOFX | Royce Small-Cap Opportunity Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| REMYX | Russell Inv Emerging Markets Y | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| RYBMX | Rydex Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBCX | Rydex Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBAX | Rydex Basic Materials H | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBIX | Rydex Basic Materials Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYPDX | Rydex Consumer Products A | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYCPX | Rydex Consumer Products C | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYTCX | Royce Small-Cap Total Return Consult | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ROFRX | Royce Small-Cap Opportunity R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| RYCIX | Rydex Consumer Products Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| RIVRX | Riverbridge Growth Investor | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| RPXIX | RiverPark Large Growth Institutional | Owns companies we recommend for divestment | 1 | 6 | 8 | 5 | X | Large Growth |
| RPXFX | RiverPark Large Growth Retail | Owns companies we recommend for divestment | 1 | 6 | 8 | 5 | X | Large Growth |
| RMBTX | RMB International I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| THNQ | Robo Global® Artificial Intelligence ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Technology |
| RCKSX | Rock Oak Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| CHAT | Roundhill Generative AI & Technology ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 5 | X | Technology |
| RYPNX | Royce Small-Cap Opportunity Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| RDVIX | Royce Dividend Value Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RYDVX | Royce Dividend Value Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RPRCX | Royce Premier Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RPFIX | Royce Premier Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RYPRX | Royce Premier Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RPFFX | Royce Premier Service | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| ROFCX | Royce Small-Cap Opportunity Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| ROFIX | Royce Small-Cap Opportunity Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| RYCAX | Rydex Consumer Products H | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Consumer Defensive |
| RYINX | Rydex Internet A | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | V | Global Large-Stock Growth |
| SSGFX | Saturna Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SLGCX | Saratoga Large Capitalization Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SLCGX | Saratoga Large Capitalization Growth I | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SSCYX | Saratoga Small Capitalization A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| SSCCX | Saratoga Small Capitalization C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| SSCPX | Saratoga Small Capitalization I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Blend |
| LENS | Sarmaya Thematic ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Growth |
| SCORX | Saturna Core | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Moderate Allocation |
| SGZFX | Saturna Growth Z | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SIEPX | Saratoga International Equity I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SSIFX | Saturna International | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| SIFZX | Saturna International Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| WRLDX | Scharf Global Opportunity Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| LOGIX | Scharf Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| LOGOX | Scharf Multi-Asset Opportunity Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Moderate Allocation |
| LOGBX | Scharf Multi-Asset Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Moderate Allocation |
| FNDE | Schwab Fundamental Emerging MarketsEqETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SLGYX | Saratoga Large Capitalization Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| SIECX | Saratoga International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| RYICX | Rydex Internet C | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYCKX | Rydex S&P MidCap 400 Pure Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RYIAX | Rydex Internet H | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYIIX | Rydex Internet Inv | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYLSX | Rydex Leisure A | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLCX | Rydex Leisure C | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLAX | Rydex Leisure H | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLIX | Rydex Leisure Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYMGX | Rydex S&P MidCap 400 Pure Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| RYBHX | Rydex S&P MidCap 400 Pure Growth H | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| SIEYX | Saratoga International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| RYMVX | Rydex S&P MidCap 400 Pure Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYMMX | Rydex S&P MidCap 400 Pure Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYAVX | Rydex S&P MidCap 400 Pure Value H | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| SCMGX | Sands Capital Global Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SCGVX | Sands Capital Global Growth Inv | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Growth |
| SBMBX | Saratoga Energy & Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SEPCX | Saratoga Energy & Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SEPIX | Saratoga Energy & Basic Materials I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| RIVBX | Riverbridge Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| ROGSX | Red Oak Technology Select | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Technology |
| CVFCX | Pioneer Disciplined Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| EFAD | ProShares MSCI EAFE Dividend Growers | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDHX | Principal Small-MidCap Dividend Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| VFPIX | Private Capital Management Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| SGPIX | ProFunds Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| SGPSX | ProFunds Small Cap Growth Svc | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| EUDV | ProShares MSCI Europe Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| PEPSX | Principal Glb Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| QQQA | ProShares Nasdaq-100 Drsy Wght Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Mid-Cap Value |
| PGIAX | Putnam Focused Equity A | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGIEX | Putnam Focused Equity C | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGIOX | Putnam Focused Equity R | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGWTX | Putnam Focused Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PGILX | Putnam Focused Equity Y | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Blend |
| PIIMX | Principal Glb Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEAPX | Principal Glb Emerging Markets R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POAGX | PRIMECAP Odyssey Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Mid-Cap Growth |
| CVCFX | Pioneer Disciplined Value C | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| CVKFX | Pioneer Disciplined Value K | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| CVRFX | Pioneer Disciplined Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| CVFYX | Pioneer Disciplined Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| MGNDX | Praxis Growth Index A | Owns companies we recommend for divestment | 1 | 10 | 11 | 9 | V | Large Growth |
| MMDEX | Praxis Growth Index I | Owns companies we recommend for divestment | 1 | 10 | 11 | 9 | V | Large Growth |
| PRXG | Praxis Impact Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 9 | 12 | 9 | V | Large Growth |
| LCAP | Principal Capital Appreciation Sel ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 6 | X | Large Blend |
| PIEJX | Principal Glb Emerging Markets J | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PRIAX | Principal Glb Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIEIX | Principal Glb Emerging Markets Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| RMLPX | Recurrent MLP & Infrastructure Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| RGPAX | RBC Global Opportunities A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| LNGZ | Range Global LNG Ecosystem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| RGELX | RBC Global Equity Leaders A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGLIX | RBC Global Equity Leaders I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGOIX | RBC Global Opportunities I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| RGORX | RBC Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RIEAX | RBC International Equity A | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| RIEIX | RBC International Equity I | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| RIERX | RBC International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
| TMCAX | RBC SMID Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| TMCIX | RBC SMID Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POGAX | Putnam Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| POGCX | Putnam Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PGORX | Putnam Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGODX | Putnam Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGOEX | Putnam Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGOYX | Putnam Large Cap Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Foreign Large Blend |
| PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| NWKAX | Nationwide Geneva Mid Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWHVX | Nationwide Geneva Mid Cap Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| LGILX | Schwab Select Large Cap Growth | Owns companies we recommend for divestment | 1 | 8 | 10 | 5 | X | Large Growth |
| LVOTX | Lord Abbett Value Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOFX | Lord Abbett Value Opportunities F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOOX | Lord Abbett Value Opportunities F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOPX | Lord Abbett Value Opportunities P | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOQX | Lord Abbett Value Opportunities R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVORX | Lord Abbett Value Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOSX | Lord Abbett Value Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOVX | Lord Abbett Value Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOAX | Lord Abbett Value Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LSVZX | LSV Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LVAZX | LSV Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IEYAX | Macquarie Climate Solutions A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYCX | Macquarie Climate Solutions C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IVEIX | Macquarie Climate Solutions I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IYEFX | Macquarie Climate Solutions R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IENRX | Macquarie Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| LVOCX | Lord Abbett Value Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LRSVX | Lord Abbett Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| DEMAX | Macquarie Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LRSCX | Lord Abbett Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LAMGX | Lord Abbett Micro Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LCMGX | Lord Abbett Micro Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LFMGX | Lord Abbett Micro Cap Growth F | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LMIYX | Lord Abbett Micro Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LSRCX | Lord Abbett Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSTX | Lord Abbett Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSFX | Lord Abbett Small Cap Value F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSOX | Lord Abbett Small Cap Value F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSYX | Lord Abbett Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSPX | Lord Abbett Small Cap Value P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSQX | Lord Abbett Small Cap Value R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSRX | Lord Abbett Small Cap Value R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSSX | Lord Abbett Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| IEYYX | Macquarie Climate Solutions Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| DEMCX | Macquarie Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| IGNYX | Macquarie Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IVOSX | Macquarie Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOYX | Macquarie Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IGNAX | Macquarie Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNCX | Macquarie Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNIX | Macquarie Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNRX | Macquarie Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| INRSX | Macquarie Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| WSGAX | Macquarie Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IVOIX | Macquarie Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| WRGCX | Macquarie Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IYSIX | Macquarie Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSGRX | Macquarie Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IRGFX | Macquarie Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSCYX | Macquarie Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| MERAX | Madison Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MDCIX | Madison Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| IVORX | Macquarie Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOCX | Macquarie Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| DEMIX | Macquarie Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IYGIX | Macquarie Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| DEMRX | Macquarie Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMZX | Macquarie Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PWER | Macquarie Energy Transition ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
| EMEQ | Macquarie Focused Emerging Mrkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LRGG | Macquarie Focused Large Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| WLGAX | Macquarie Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGCX | Macquarie Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGRX | Macquarie Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| IVOAX | Macquarie Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| ILGRX | Macquarie Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGYX | Macquarie Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WMGAX | Macquarie Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGCX | Macquarie Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IYMIX | Macquarie Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGRX | Macquarie Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IGRFX | Macquarie Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGYX | Macquarie Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Foreign Large Value |
| GTSGX | Madison Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LADFX | Lord Abbett Developing Growth F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LIGCX | Loomis Sayles International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGNX | Loomis Sayles International Growth N | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGYX | Loomis Sayles International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | |
