| CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 17 | 7 | 22 | 21 | X | 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 |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 6 | V | Mid-Cap Blend |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 2 | V | Mid-Cap Value |
| SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 7 | 13 | 10 | 8 | V | Large Value |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Growth |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
| DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 20 | 27 | 32 | 36 | X | Mid-Cap Blend |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 17 | 17 | 13 | X | Large Blend |
| NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 13 | 11 | 15 | V | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 9 | 17 | 17 | V | Large Blend |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 34 | 28 | 51 | 37 | X | Global Large-Stock Blend |
| EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Value |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 5 | V | Foreign Large Blend |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 18 | 7 | 39 | 11 | X | Foreign Large Blend |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 7 | X | Large Value |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 18 | 20 | 24 | 28 | X | Large Value |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 8 | 7 | 6 | 8 | X | Small Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Small Value |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 7 | 10 | 10 | 11 | X | Large Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 10 | 11 | 13 | X | Mid-Cap Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 9 | X | Mid-Cap Value |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 13 | 14 | 20 | 18 | X | Large Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 4 | X | Large Value |
| EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 18 | 20 | 25 | 25 | X | Large Blend |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Mid-Cap Value |
| QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Small Growth |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 9 | X | Mid-Cap Value |
| QMID | WisdomTree U.S. Mid Cap Quality Gr | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Aggressive Allocation |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
| WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| 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 |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Value |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 9 | 3 | 14 | 0 | X | Foreign Small/Mid Value |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Blend |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 10 | 0 | 18 | 3 | X | Foreign Small/Mid Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 6 | X | Foreign Large Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 12 | 2 | 15 | 1 | X | Foreign Large Value |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 18 | 5 | 33 | 10 | X | Foreign Large Value |
| NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Global Allocation |
| INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| EPI | WisdomTree India Earnings ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 7 | 10 | 4 | X | Global Large-Stock Value |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Foreign Large Growth |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Europe Stock |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Europe Stock |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 1 | X | Europe Stock |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 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 |
| EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 19 | 20 | 28 | 28 | X | Large Blend |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 19 | 5 | 35 | 9 | X | Foreign Large Value |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 10 | 3 | 15 | 0 | X | Foreign Small/Mid Value |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Technology |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Technology |
| SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 20 | 20 | 27 | 26 | X | Large Blend |
| RSMVX | William Blair Small-Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 3 | 1 | 2 | X | Mid-Cap Growth |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Value |
| WBSRX | William Blair Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSNX | William Blair Small Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSIX | William Blair Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| LCGJX | William Blair Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| LCGFX | William Blair Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| WIISX | William Blair International Sm Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WISNX | William Blair International Sm Cap Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WISIX | William Blair International Sm Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 4 | 5 | X | Foreign Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| WELIX | William Blair Emerging Mkts Ldrs R6 | 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 |
| WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIEMX | William Blair Emerging Mkts Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WBENX | William Blair Emerging Mkts Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WBEIX | William Blair Emerging Mkts Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WXCIX | William Blair Emerg Mkts ex China Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WWSYX | Westwood Quality SmallCap Fund Ultra | 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 |
| WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| WCMNX | WCM Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WCMLX | WCM Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WCMSX | WCM International Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Growth |
| WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Growth |
| WLIVX | WCM Focused International Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| WCMVX | WCM Focused International Value Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
| WCFOX | WCM Focused International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| WCMOX | WCM Focused International Opps Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| WFGGX | WCM Focused Global Growth Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WCMGX | WCM Focused Global Growth Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | 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 |
| WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMUX | WCM Developing World Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| WCMDX | WCM Developing World Equity Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WGMCX | Wasatch Ultra Growth 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 |
| WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| 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 |
| 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 |
| WGMVX | Wasatch Micro Cap Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WAMVX | Wasatch Micro Cap Value | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WGICX | Wasatch Micro Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| WMICX | Wasatch Micro Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| WAISX | Wasatch International Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WGISX | Wasatch International Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAGCX | Wasatch Greater China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WGGCX | Wasatch Greater China Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FMIEX | Wasatch Global Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIFMX | Wasatch Frontier Emerg Sm Countrs 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 |
| WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIESX | Wasatch Emerging Markets Select Instl | 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 |
| WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Growth |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | X | Small Blend |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 4 | 9 | 7 | X | Moderately Aggressive Allocation |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRGSX | VY® CBRE Global Real Estate S2 | 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 |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IBCGX | VY® Baron Growth S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBSSX | VY® Baron Growth S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VYRBX | VY® Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBGIX | VY® Baron Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBSAX | VY® Baron Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 9 | 12 | 5 | 12 | X | Mid-Cap Value |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Moderately Aggressive Allocation |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 47 | 45 | 75 | 57 | X | Aggressive Allocation |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
| ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| IVPOX | Voya SmallCap Opportunities Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| IVSOX | Voya SmallCap Opportunities Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| ISOPX | Voya SmallCap Opportunities Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VWYKX | Voya Small Cap Growth W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VLNPX | Voya Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TCMSX | Voya Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 9 | 12 | 5 | 12 | X | Mid-Cap Value |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Blend |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 5 | X | Large Value |
| IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Foreign Large Value |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2065+ |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2060 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2055 |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2050 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2045 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2040 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2035 |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 80 | 57 | X | Target-Date 2030 |
| IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
| IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Mid-Cap Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 1 | 8 | 11 | 8 | X | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | X | Large Blend |
| IWPVX | Voya Global Perspectives W | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
| IRPVX | Voya Global Perspectives R | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
| IIPVX | Voya Global Perspectives I | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
| ICPVX | Voya Global Perspectives C | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
| IAPVX | Voya Global Perspectives A | Owns companies we recommend for divestment | 21 | 25 | 27 | 34 | X | Global Allocation |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Growth |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 6 | 4 | 11 | 7 | X | Global Large-Stock Value |
| VYGWX | Voya Global Diversified Payment W | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| VYGUX | Voya Global Diversified Payment R6 | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| VYGTX | Voya Global Diversified Payment R | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| VYGSX | Voya Global Diversified Payment I | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| VYGRX | Voya Global Diversified Payment C | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| VYGQX | Voya Global Diversified Payment A | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| ENVRX | Vontobel Global Environmental Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| VWID | Virtus WMC International Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Foreign Large Value |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 6 | 8 | 9 | 7 | X | Large Growth |
| VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Blend |
| DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 3 | 7 | 7 | X | Large Growth |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Growth |
| SCIZX | Virtus SGA International Growth R6 | 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 |
| VSGEX | Virtus SGA International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 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 | 3 | 3 | 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 | 3 | 3 | 4 | X | Global Large-Stock Growth |
| SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
| VREMX | Virtus SGA Emerging Markets Equity R6 | 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 |
| PICEX | Virtus SGA Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ANFVX | Virtus NFJ Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| PSVIX | Virtus NFJ Small-Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| PCVCX | Virtus NFJ Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| PCVAX | Virtus NFJ Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 2 | 5 | X | Mid-Cap Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Large Value |
| ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
| ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | V | Global Large-Stock Blend |
| AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Large Value |
| BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 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 |
| VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VQSRX | Virtus KAR Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PXQSX | Virtus KAR Small-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PQSCX | Virtus KAR Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| PQSAX | Virtus KAR Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VRSGX | Virtus KAR Small-Cap Growth R6 | 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 |
| PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VSCRX | Virtus KAR Small-Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| PKSFX | Virtus KAR Small-Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| PKSCX | Virtus KAR Small-Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| PKSAX | Virtus KAR Small-Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 |
| 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 |
| 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 |
| 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 |
| VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIMCX | Virtus KAR Mid-Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VMCCX | Virtus KAR Mid-Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VMACX | Virtus KAR Mid-Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIISX | Virtus KAR International Small-Mid Cap I | 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 |
| VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLHIX | Virtus KAR Health Sciences Inst | 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 |
| RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| DGSCX | Virtus KAR Global Small-Cap Inst | 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 |
| RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
| PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
| PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
| PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| VRESX | Virtus KAR Emerging Markets Small-Cap R6 | 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 |
| VCESX | Virtus KAR Emerging Markets Small-Cap C | 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 |
| VDMRX | Virtus KAR Developing Markets R6 | 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 |
| VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AOPCX | Virtus International S/C C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AOPAX | Virtus International S/C A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| AOTCX | Virtus Emerging Markets Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTAX | Virtus Emerging Markets Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMOX | Virtus EM Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTIX | Virtus EM Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| 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 |
| VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| VRREX | Virtus Duff & Phelps Real Estate Secs R6 | 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 |
| PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Global Allocation |
| VGIRX | Virtus Duff & Phelps Global Infras R6 | 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 |
| PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | 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 |
| VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| STVZX | Virtus Ceredex Large-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
| STVTX | Virtus Ceredex Large-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
| SVIFX | Virtus Ceredex Large-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
| SVIIX | Virtus Ceredex Large-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Value |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 5 | 19 | 16 | 16 | X | Large Blend |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 9 | X | Large Value |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 1 | X | Small Value |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 5 | 1 | 5 | X | Small Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 7 | 5 | 7 | 7 | X | Large Value |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Small Blend |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| MDCP | VictoryShares THB Mid Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
| SFLO | VictoryShares Small Cap Fr CA Flw ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Small Blend |
| QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Foreign Large Value |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 3 | X | Foreign Large Value |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 0 | X | Large Value |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 1 | 8 | 2 | 2 | X | Large Blend |
| CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 13 | 6 | 20 | 9 | X | Foreign Large Blend |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
| UVALX | Victory Value | Owns companies we recommend for divestment | 8 | 8 | 13 | 10 | X | Large Value |
| CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 18 | 18 | 26 | 26 | X | Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 73 | 47 | 121 | 57 | X | Target-Date 2060 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2050 |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2040 |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 73 | 50 | 121 | 58 | X | Target-Date 2030 |
| UTMAX | Victory Target Managed Allocation | Owns companies we recommend for divestment | 10 | 13 | 22 | 19 | X | Tactical Allocation |
| VSOYX | Victory Sycamore Small Company Opp Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VSORX | Victory Sycamore Small Company Opp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| GOGFX | Victory Sycamore Small Company Opp R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VSOIX | Victory Sycamore Small Company Opp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| SSGSX | Victory Sycamore Small Company Opp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Value |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
| VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
| SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 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 | 3 | 0 | X | Diversified Emerging Mkts |
| REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 0 | X | Diversified Emerging Mkts |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 4 | 7 | X | Small Blend |
| USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
| REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
| RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Growth |
| RSCYX | Victory RS Small Cap Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSMMX | Victory RS Small Cap Equity Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSCCX | Victory RS Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| GPSCX | Victory RS Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Technology |
| RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USNQX | Victory NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| URNQX | Victory Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UINQX | Victory Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UANQX | Victory Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UCNQX | Victory Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MGOTX | Victory Munder Mid-Cap Core Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| MGOAX | Victory Munder Mid-Cap Core Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| USIFX | Victory International | Owns companies we recommend for divestment | 6 | 5 | 13 | 5 | X | Foreign Large Blend |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Value |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| MRVSX | Victory Integrity Small-Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| MCVSX | Victory Integrity Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap 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 |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 10 | 19 | 21 | 20 | X | Large Blend |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 10 | 19 | 21 | 20 | X | Large Blend |
| USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 11 | 10 | 23 | 14 | X | Global Large-Stock Blend |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 11 | 10 | 23 | 14 | X | Global Large-Stock Blend |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 6 | 9 | 11 | 6 | X | Global Large-Stock Value |
| RSNYX | Victory Global Energy Transition Y | 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 |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 13 | 19 | 15 | 20 | X | Mid-Cap Blend |
| UIEMX | Victory Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| USEMX | Victory Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderate Allocation |
| USBSX | Victory Cornerstone Moderate | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderate Allocation |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 73 | 48 | 121 | 57 | X | Global Large-Stock Blend |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 78 | 53 | 134 | 62 | X | Moderately Aggressive Allocation |
| UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 12 | 14 | 24 | 14 | X | Global Large-Stock Blend |
| USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 12 | 14 | 24 | 14 | X | Global Large-Stock Blend |
| UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
| USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
| VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 8 | 16 | 14 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 3 | 6 | 7 | X | Large Value |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Moderate Allocation |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 11 | 15 | 16 | 18 | X | Mid-Cap Value |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 8 | 10 | 6 | X | Mid-Cap Blend |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 5 | 11 | 14 | 9 | X | Mid-Cap Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 5 | 12 | 13 | 8 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 11 | 15 | 18 | X | Mid-Cap Growth |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 8 | 14 | 15 | X | Mid-Cap Blend |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 8 | 8 | X | Large Growth |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 71 | 48 | 125 | 58 | X | Global Large-Stock Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 44 | 13 | 86 | 13 | X | Foreign Large Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2065+ |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2065+ |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2060 |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2055 |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2050 |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2045 |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2040 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2035 |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Target-Date 2030 |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Small Blend |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 7 | 6 | X | Mid-Cap Blend |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 39 | 47 | 52 | X | Moderate Allocation |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Value |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Growth |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Mid-Cap Value |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 5 | X | Small Growth |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| VGSIX | Vanguard Real Estate Index Investor | 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 |
| VGSLX | Vanguard Real Estate Index Admiral | 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 |
| VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 7 | 5 | 16 | 10 | X | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 8 | 3 | 16 | 12 | X | Large Blend |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
| VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Moderate Allocation |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 76 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 15 | 4 | 30 | 4 | X | Foreign Large Value |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 15 | 4 | 30 | 4 | X | Foreign Large Value |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Foreign Large Value |
| VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Growth |
| VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 1 | X | Foreign Large Growth |
| VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Small/Mid Growth |
| VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Large Value |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 11 | 19 | 17 | 15 | X | Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 11 | 19 | 17 | 15 | X | Large Value |
| VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 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 |
| VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 19 | 20 | 30 | 28 | X | Large Blend |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 19 | 20 | 30 | 28 | X | Large Blend |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 9 | 7 | 13 | 15 | X | Global Large-Stock Blend |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 9 | 7 | 13 | 15 | X | Global Large-Stock Blend |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Global Large-Stock Blend |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Value |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 19 | 4 | 30 | 1 | X | Foreign Small/Mid Blend |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 26 | 9 | 57 | 12 | X | Foreign Large Blend |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Small Blend |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Small Growth |
| VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 8 | 26 | 25 | 24 | V | Large Blend |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 27 | 8 | 49 | 5 | V | Foreign Large Blend |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 3 | 1 | 9 | 1 | X | Diversified Emerging Mkts |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 7 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 32 | 36 | 43 | 48 | X | Large Growth |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 40 | 12 | 76 | 12 | X | Foreign Large Blend |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
| VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 3 | 3 | 4 | 7 | X | Global Large-Stock Value |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Blend |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| NLR | VanEck Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 7 | X | Large Growth |
| SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Technology |
| RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 1 | 1 | X | Consumer Cyclical |
| REMX | VanEck Rare Earth & Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
| OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| DESK | VanEck Office and Commercial REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Natural Resources |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 6 | X | Large Value |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 10 | X | Large Blend |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Global Large-Stock Blend |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | V | Large Blend |
| SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| LFEQ | VanEck Lg/Flat Trend ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 20 | 1 | 32 | 1 | X | Miscellaneous Region |
| INIYX | VanEck International Investors Gold Y | 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 |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RAAX | VanEck Inflation Allocation ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Moderate Allocation |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 3 | X | Large Value |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Natural Resources |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 5 | 7 | 12 | 9 | V | Large Blend |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 13 | 7 | X | Large Value |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 6 | 13 | 13 | 15 | X | Large Growth |
| VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 20 | 26 | 30 | 32 | X | Large Blend |
| VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Value |
| VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 9 | 10 | 9 | 9 | X | Small Blend |
| VVSGX | VALIC Company I Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 3 | 8 | 9 | X | Technology |
| VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 62 | 45 | X | Moderate Allocation |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 1 | 7 | 7 | X | Mid-Cap Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 3 | 3 | 7 | X | Mid-Cap Growth |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 7 | X | Large Growth |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 13 | 4 | V | Foreign Large Blend |
| VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Large Value |
| VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Growth |
| VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| VGLSX | VALIC Company I Global Strategy | Owns companies we recommend for divestment | 10 | 14 | 25 | 13 | X | Global Allocation |
| VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 73 | 50 | 113 | 59 | X | Moderate Allocation |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 5 | 11 | 10 | X | Large Value |
| VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Moderate Allocation |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 62 | 45 | X | Moderately Aggressive Allocation |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | V | Large Value |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 12 | V | Large Growth |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 4 | 2 | 2 | 3 | X | Small Value |
| BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| 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 |
| ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 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 | 0 | 2 | 2 | V | Foreign Large Blend |
| BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
| EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
| TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Large Value |
| TSWMX | TSW Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 15 | 19 | 18 | 24 | X | Mid-Cap Blend |
| TSP L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
| TSP L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
| TSP L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
| TSP L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
| TSP L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
| TSP L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| TSP L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| TSP L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
| PORTX | Trillium ESG Global Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Global Large-Stock Blend |
| PORIX | Trillium ESG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Global Large-Stock Blend |
| TWMTX | Transamerica US Growth T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TAGHX | Transamerica US Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| Transamerica US Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TDEIX | Transamerica US Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TADCX | Transamerica US Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TADAX | Transamerica US Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Value |
| TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Value |
| RTSGX | Transamerica Small Cap Growth R6 | 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 |
| TSPRX | Transamerica Small Cap Growth R | 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 |
| TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Moderate Allocation |
| MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
| TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
| TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 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 | 3 | 0 | X | Mid-Cap Value |
| IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 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 | 3 | 0 | X | Mid-Cap Value |
| MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
| MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Mid-Cap Value |
| TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Value |
| TAGDX | Transamerica Large Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TGWFX | Transamerica Large Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TGWRX | Transamerica Large Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TGWTX | Transamerica Large Growth I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | V | Large Blend |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TSLSX | Transamerica International Sm Cp Val R6 | 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 |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TGRFX | Transamerica International Focus R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| Transamerica International Focus I2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGRGX | Transamerica International Focus I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| TGRHX | Transamerica International Focus A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| Transamerica Energy Infrastructure I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TMLPX | Transamerica Energy Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TMCLX | Transamerica Energy Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TMLAX | Transamerica Energy Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
| TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
| TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2060 |
| TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
| TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
| TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2055 |
| TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
| TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2050 |
| TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
| TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2045 |
| TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
| TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2040 |
| TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
| TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2035 |
| TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
| TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
| TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 60 | 33 | 108 | 39 | X | Target-Date 2030 |
| 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 |
| ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 5 | 8 | 12 | 12 | X | Moderate Allocation |
| TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
| IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
| TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
| IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
| IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Moderate Allocation |
| TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
| IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
| TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
| IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
| IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 15 | 16 | 31 | 20 | X | Aggressive Allocation |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
| TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
| TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
| TVLYX | Touchstone Value Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLRX | Touchstone Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLIX | Touchstone Value Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLCX | Touchstone Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLAX | Touchstone Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 3 | 9 | 7 | X | Large Blend |
| SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSRRX | Touchstone Small Company R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSCOX | Touchstone Small Company C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SAGWX | Touchstone Small Company A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| 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 |
| 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 |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small 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 |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | 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 |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | 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 |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| TSNCX | Touchstone Sands Capital Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| TSNAX | Touchstone Sands Capital Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign 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 |
| 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 |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Mid-Cap Value |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| 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 |
| 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 |
| TLGYX | Touchstone Large Company Growth Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| DSMLX | Touchstone Large Company Growth Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| SIIEX | Touchstone International Value Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
| TOIIX | Touchstone International Value Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
| SWFCX | Touchstone International Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
| SWRLX | Touchstone International Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Value |
| TGVYX | Touchstone Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| TGVVX | Touchstone Growth Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| TGVCX | Touchstone Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| TGVFX | Touchstone Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Foreign Large Blend |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | V | Global Large-Stock Blend |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Mid-Cap Blend |
| TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Value |
| TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
| AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
| 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 |
| TLVOX | Thrivent Low Volatility Equity S | Owns companies we recommend for divestment | 5 | 7 | 8 | 8 | X | Global Large-Stock Blend |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Large Value |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| TWAIX | Thrivent International Allocation S | Owns companies we recommend for divestment | 9 | 4 | 20 | 5 | X | Foreign Large Blend |
| TWAAX | Thrivent International Allocation A | Owns companies we recommend for divestment | 9 | 4 | 20 | 5 | X | Foreign Large Blend |
| IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 17 | 17 | 35 | 26 | X | Global Large-Stock Blend |
| AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 17 | 17 | 35 | 26 | X | Global Large-Stock Blend |
| TCFSCV | Thrivent Core Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Large Blend |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 8 | 4 | 13 | 5 | X | Foreign Large Blend |
| Thrivent Core Emerging Markets Equity | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 1 | 2 | X | Mid-Cap Blend |
| TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| 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 |
| 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 |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THMGX | Thornburg Emerging Markets Mgd Acct 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 |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Technology |
| XLRE | The Real Estate Select Sector SPDR® | 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 |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 11 | 2 | 9 | 10 | X | Industrials |
| 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 |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| XLP | The Consumer Staples Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 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 | 0 | 3 | 3 | X | Communications |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 2 | 5 | 7 | X | Global Large-Stock Blend |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Blend |
| FBOGX | Templeton Global Smaller Comp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TESGX | Templeton Global Smaller Comp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TGSAX | Templeton Global Smaller Comp Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TEMGX | Templeton Global Smaller Comp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| FGGBX | Templeton Global Balanced R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| Templeton Global Balanced R | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| TCINX | Templeton Global Balanced C1 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| FCGBX | Templeton Global Balanced C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| TZINX | Templeton Global Balanced Adv | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| TINCX | Templeton Global Balanced A1 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| TAGBX | Templeton Global Balanced A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Allocation |
| FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| FTEQX | Templeton Emerging Markets Small Cap R6 | 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 |
| TCEMX | Templeton Emerging Markets Small Cap C | 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 |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| 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 |
| 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 |
| FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NETZ | TCW Transform Systems ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | V | Large Blend |
| VOTE | TCW Transform 500 ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | V | Large Blend |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 8 | 10 | 8 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Value |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 6 | 4 | 8 | X | Large Blend |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 11 | 14 | 22 | 19 | X | Large Blend |
| PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
| PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
| PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
| PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 11 | 12 | 21 | 17 | X | Large Blend |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 23 | 28 | 34 | 36 | X | Large Blend |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 7 | 10 | 12 | 15 | X | Large Growth |
| RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderate Allocation |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 10 | 18 | 15 | X | Moderately Aggressive Allocation |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 19 | 21 | 29 | 29 | X | Large Blend |
| PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 19 | 21 | 29 | 29 | X | Large Blend |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
| PRVIX | T. Rowe Price Small-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
| PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
| PRSVX | T. Rowe Price Small-Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 9 | 9 | 10 | 9 | X | Small Blend |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Technology |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| TRLAX | T. Rowe Price Retirement Income 2020 Inv | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| TRABX | T. Rowe Price Retirement Income 2020 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2065+ |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2065+ |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2060 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2060 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2055 |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2055 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2050 |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2050 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2045 |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2045 |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2040 |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2040 |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2035 |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2035 |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2030 |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 38 | 40 | 53 | 52 | X | Target-Date 2030 |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
| RRTBX | T. Rowe Price Retirement 2020 R | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| TRDBX | T. Rowe Price Retirement 2020 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| PARBX | T. Rowe Price Retirement 2020 Advisor | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| TRRBX | T. Rowe Price Retirement 2020 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2020 |
| TIRRX | T. Rowe Price Real Estate I | 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 |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| 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 |
| 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 |
| 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 |
| 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 |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 8 | 7 | 13 | X | Mid-Cap Growth |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| TRZYX | T. Rowe Price Latin America Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| RLAIX | T. Rowe Price Latin America I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| PRLAX | T. Rowe Price Latin America | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 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 | 1 | 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 | 1 | 2 | 2 | X | Foreign Large Growth |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Foreign Large Blend |
| PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 8 | 9 | 13 | 12 | X | Global Large-Stock Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RPICX | T. Rowe Price Inst Intl Disciplined Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| 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 |
| PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 9 | X | Large Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TGRT | T. Rowe Price Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| TIRGX | T. Rowe Price Global Real Estate I | 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 |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 1 | 5 | 3 | X | Industrials |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Consumer Defensive |
| TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
| PAFGX | T. Rowe Price Global Allocation Advisor | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
| RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 13 | 9 | 22 | 17 | X | Global Allocation |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Global Large-Stock Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Global Large-Stock Value |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Financial |
| PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Financial |
| PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 12 | 15 | 14 | 21 | X | Mid-Cap Blend |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 6 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 6 | 8 | 5 | X | Large Value |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | 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 |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTEEX | T. Rowe Price Emerging Europe I | 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 |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | 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 |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Mid-Cap Growth |
| PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
| TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Communications |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 7 | 11 | X | Large Blend |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 11 | 12 | 26 | 18 | X | Moderate Allocation |
| TRASX | T. Rowe Price Asia Opportunities I | 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 |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Large Growth |
| TRZMX | T. Rowe Price Africa & Middle East Z | 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 |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ROMO | Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | Owns companies we recommend for divestment | 57 | 31 | 93 | 37 | X | Moderately Aggressive Allocation |
| FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 45 | 15 | 85 | 17 | X | Foreign Large Blend |
| FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 37 | 44 | 50 | 54 | X | Large Blend |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 43 | 13 | 78 | 15 | X | Foreign Large Blend |
| FSAMX | Strategic Advisers Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2065+ |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2060 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2055 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2050 |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2045 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2040 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2035 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 74 | 50 | 126 | 60 | X | Target-Date 2030 |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
| SSMKX | State Street Small/Mid Cap Equity Idx K | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
| SSMLX | State Street Small/Mid Cap Equity Idx I | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
| SSMJX | State Street Small/Mid Cap Equity Idx A | Owns companies we recommend for divestment | 15 | 18 | 16 | 22 | X | Mid-Cap Blend |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Foreign Large Value |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Small Blend |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Small Blend |
| SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
| SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
| SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 43 | 12 | 84 | 13 | X | Foreign Large Blend |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 8 | 15 | 14 | 13 | X | Large Blend |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 6 | 12 | 15 | 11 | X | Moderate Allocation |
| SETM | Sprott Energy Transition Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 3 | 14 | 15 | 15 | V | Large Blend |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 6 | 16 | 18 | 14 | X | Large Blend |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 7 | 9 | 9 | 13 | X | Large Blend |
| RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Global Allocation |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 62 | 44 | 113 | 53 | X | Global Allocation |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 13 | 2 | 22 | 1 | X | Foreign Small/Mid Blend |
| 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 |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Technology |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Technology |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | |
