| ZGEIX | Ninety One Global Environment I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| YUMY | VanEck Future of Food ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Consumer Defensive |
| YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| XWEB | SPDR® S&P Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Technology |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 5 | 17 | 18 | 22 | V | Large Blend |
| 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 |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Miscellaneous Sector |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Technology |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Small Value |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| XSMO | Invesco S&P SmallCap Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Blend |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 5 | X | Large Blend |
| XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 5 | X | Technology |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| XNTK | SPDR® NYSE Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 5 | X | Technology |
| XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Mid-Cap Growth |
| XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Mid-Cap Blend |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XLY | Consumer Discret Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
| XLV | Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| XLU | Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| XLRE | Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLP | Consumer Staples Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
| XLI | Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 10 | 1 | 10 | 9 | X | Industrials |
| XLG | Invesco S&P 500® Top 50 ETF | Owns companies we recommend for divestment | 1 | 8 | 7 | 11 | X | Large Blend |
| XLF | Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 1 | 10 | 0 | 9 | X | Financial |
| XLE | Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| XLC | Communication Services Sel Sect SPDR®ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| XLB | Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | V | Small Blend |
| XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 9 | V | Mid-Cap Blend |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Health |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| XDAT | Franklin Exponential Data ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Technology |
| XCEM | Columbia EM Core ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 8 | 1 | 7 | 8 | X | Industrials |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | X | Large Value |
| 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 |
| WTRCX | Delaware Ivy Core Equity Fund Class C | Owns companies we recommend for divestment | 2 | 4 | 3 | 8 | X | Large Blend |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Technology |
| WSTYX | Delaware Ivy Science and Technology Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| WSTRX | Delaware Ivy Science and Technology R | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| WSTCX | Delaware Ivy Science and Technology C | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| WSTAX | Delaware Ivy Science and Technology A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| WSGRX | Delaware Ivy Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| WSGAX | Delaware Ivy Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
| WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCDX | Allspring Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 8 | V | Allocation--70% to 85% Equity |
| WRGCX | Delaware Ivy Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPS | iShares International Dev Prpty ETF | Owns companies we recommend for divestment | 5 | 0 | 7 | 0 | X | Global Real Estate |
| WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
| WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
| WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
| WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Mid-Cap Blend |
| WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 5 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 5 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 5 | X | Large Growth |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| WMGYX | Delaware Ivy Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WMGRX | Delaware Ivy Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WMGCX | Delaware Ivy Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WMGAX | Delaware Ivy Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| WLGYX | Delaware Ivy Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 8 | X | Large Growth |
| WLGRX | Delaware Ivy Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 3 | 6 | 8 | X | Large Growth |
| WLGCX | Delaware Ivy Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 3 | 6 | 8 | X | Large Growth |
| WLGAX | Delaware Ivy Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 3 | 6 | 8 | X | Large Growth |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Growth |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| WFTIX | Allspring Discovery Innovation Instl | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFTDX | Allspring Discovery Innovation Admin | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFTCX | Allspring Discovery Innovation C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFSTX | Allspring Discovery Innovation A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
| WFSSX | Allspring Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFSMX | Allspring Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSJX | Allspring Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSDX | Allspring Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 5 | X | Large Growth |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| WFHHX | Allspring Special Mid Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFERX | Allspring International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEIX | Allspring Discovery Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
| WFDSX | Allspring Discovery SMID Cap Gr Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDRX | Allspring Discovery SMID Cap Gr R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDDX | Allspring Discovery SMID Cap Gr Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDAX | Allspring Discovery SMID Cap Gr A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFCIX | Allspring Discovery Large Cap Gr Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 10 | 6 | 13 | 7 | X | Foreign Large Blend |
| WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| WENRX | Allspring Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WENCX | Allspring Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WECRX | Allspring Discovery Large Cap Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| WECDX | Allspring Discovery Large Cap Gr Admin | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| WECCX | Allspring Discovery Large Cap Gr C | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| WDSCX | Allspring Discovery SMID Cap Gr C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Global Large-Stock Value |
| WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
| WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| WCEYX | Delaware Ivy Core Equity Fund Class Y | Owns companies we recommend for divestment | 2 | 4 | 3 | 8 | X | Large Blend |
| WCEAX | Delaware Ivy Core Equity Fund Class A | Owns companies we recommend for divestment | 2 | 4 | 3 | 8 | X | Large Blend |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 4 | X | Technology |
| WASYX | Delaware Ivy Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Allocation |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WASCX | Delaware Ivy Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Allocation |
| WASAX | Delaware Ivy Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Allocation |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
| VYRBX | VY® Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 18 | 17 | X | Large Value |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 6 | 5 | 13 | 15 | X | Large Growth |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 5 | 6 | 10 | 10 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 13 | 18 | 19 | X | Large Value |
| VWILX | Vanguard International Growth Adm | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| VWIGX | Vanguard International Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Foreign Large Blend |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Allocation--50% to 70% Equity |
| VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Mid-Cap Value |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VTTVX | Vanguard Target Retirement 2025 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2025 |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2060 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2035 |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 7 | X | Foreign Large Value |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2045 |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2030 |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 24 | 27 | 34 | 43 | X | Large Blend |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 67 | 43 | 104 | 66 | X | Global Large-Stock Blend |
| VSVYX | Victory Special Value Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Blend |
| VSSWX | JPMorgan Small Cap Sustainable Ldrs I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSRX | JPMorgan Small Cap Sustainable Ldrs C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSLX | JPMorgan Small Cap Sustainable Ldrs R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSCX | JPMorgan Small Cap Sustainable Ldrs R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSSBX | JPMorgan Small Cap Sustainable Ldrs A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Small Blend |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 9 | 9 | 11 | V | Large Blend |
| VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| 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 |
| VSOIX | Victory Sycamore Small Company Opp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 7 | 4 | 8 | X | Mid-Cap Blend |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Large Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VSIEX | JPMorgan International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Foreign Large Blend |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 38 | 7 | V | Foreign Large Blend |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 6 | 4 | 5 | 8 | X | Mid-Cap Blend |
| VSENX | JPMorgan Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VSEIX | JPMorgan Small Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| VSEAX | JPMorgan Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Blend |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| VRTPX | Vanguard Real Estate II Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
| VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small 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 |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Allocation--50% to 70% Equity |
| VPMFX | Voya Multi-Manager Intl Factors P3 | Owns companies we recommend for divestment | 9 | 3 | 18 | 9 | X | Foreign Large Blend |
| VPMEX | Voya Multi-Manager Emerging Mkts Eq P3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 6 | 14 | 16 | X | Large Blend |
| VPL | Vanguard FTSE Pacific ETF | 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 |
| VPEPX | Voya Emerging Markets Index P2 | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 5 | 6 | 14 | 14 | X | Large Blend |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 13 | 4 | X | Diversified Pacific/Asia |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| VOTE | Engine No. 1 Transform 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 30 | 33 | V | Large Blend |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VNQ | Vanguard Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 13 | 16 | 16 | X | Large Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 5 | 2 | 8 | 7 | X | Global Large-Stock Blend |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VMMCX | Voya Multi-Manager Mid Cap Value P | Owns companies we recommend for divestment | 7 | 5 | 6 | 9 | X | Mid-Cap Value |
| VMIPX | Voya Multi-Manager International Eq P3 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign 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 |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Value |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 5 | 4 | 2 | 8 | X | Mid-Cap Growth |
| VMEPX | Voya Multi-Manager Emerging Markets Eq P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 16 | 23 | 23 | X | Large Blend |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2065+ |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 5 | 8 | 8 | 12 | X | Large Value |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Value |
| VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 12 | 17 | 19 | 23 | X | Large Value |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 55 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Large Blend |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 6 | 14 | 16 | 16 | X | Large Blend |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VINEX | Vanguard International Explorer Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Small/Mid Growth |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 12 | 21 | X | Industrials |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 9 | 4 | 15 | 5 | X | Foreign Large Value |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 10 | 16 | 14 | 21 | X | Large Value |
| VHT | Vanguard Health Care ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
| VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 3 | 7 | 10 | 9 | X | Global Large-Stock Blend |
| VHDRX | Voya US High Dividend Low Volatility R6 | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| VHDIX | Voya US High Dividend Low Volatility I | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 6 | 9 | 11 | 11 | X | Large Value |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Health |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 6 | 8 | 13 | X | Global Allocation |
| VGVTX | Voya Global High Dividend Low Vol Port T | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 39 | 11 | 65 | 14 | X | Foreign Large Blend |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VGSIX | Vanguard Real Estate Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Global Large-Stock Value |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 5 | 2 | 5 | 6 | X | Foreign Large Value |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 23 | 27 | 36 | 42 | X | Large Blend |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 6 | 10 | 13 | X | Global Large-Stock Value |
| VGHCX | Vanguard Health Care Inv | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| VGHAX | Vanguard Health Care Adm | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Health |
| VGENX | Vanguard Energy Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| VGELX | Vanguard Energy Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 13 | 19 | 19 | 23 | X | Mid-Cap Value |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 17 | 15 | 23 | V | Large Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 12 | 4 | 19 | 1 | X | Foreign Small/Mid Blend |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 6 | X | Mid-Cap Blend |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2040 |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 6 | 3 | 12 | 12 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 19 | 11 | 14 | 21 | X | Mid-Cap Growth |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 11 | 12 | 16 | 16 | X | Mid-Cap Blend |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 9 | 10 | 13 | 16 | X | Mid-Cap Blend |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2050 |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 72 | 46 | 107 | 69 | X | Target-Date 2055 |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 8 | 7 | 4 | 11 | X | Small Growth |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEUVX | JPMorgan Europe Dynamic R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
| VEUSX | Vanguard European Stock Index Admiral | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VEURX | Vanguard European Stock Index Investor | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VEUPX | Vanguard European Stock Index Instl Plus | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VEUCX | JPMorgan Europe Dynamic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
| VEUAX | JPMorgan Europe Dynamic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 4 | X | Europe Stock |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 27 | 7 | 47 | 13 | X | Foreign Large Blend |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VESIX | Vanguard European Stock Index Instl | Owns companies we recommend for divestment | 8 | 7 | 15 | 8 | X | Europe Stock |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 18 | 16 | 14 | 25 | X | Mid-Cap Blend |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 10 | 12 | 12 | X | Large Value |
| 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 |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
| VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 14 | 16 | 18 | 27 | V | Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 36 | 11 | 60 | 14 | X | Foreign Large Blend |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 6 | 10 | 8 | 13 | X | Large Blend |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 8 | 4 | 15 | 5 | V | Foreign Large Blend |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 12 | 8 | 6 | 16 | X | Small Value |
| VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 34 | 35 | 43 | 54 | X | Allocation--50% to 70% Equity |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 15 | 11 | 9 | 20 | X | Small Blend |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VASVX | Vanguard Selected Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Mid-Cap Value |
| VALQ | American Century STOXX US Qlty Val ETF | Owns companies we recommend for divestment | 9 | 8 | 17 | 14 | X | Large Value |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Global Large-Stock Value |
| VAGGX | Delaware Select Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
| VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| UVALX | USAA Value | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UTMAX | USAA Target Managed Allocation | Owns companies we recommend for divestment | 5 | 12 | 16 | 18 | X | Tactical Allocation |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 7 | 11 | 7 | 14 | V | Large Growth |
| USWGX | USAA Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 2 | 6 | X | Small Blend |
| USTCX | USAA Science & Technology Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| USSPX | USAA 500 Index Member | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| USSCX | USAA Science & Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Technology |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 18 | 21 | 31 | 35 | X | Large Blend |
| USPRX | USAA 500 Index Reward | Owns companies we recommend for divestment | 16 | 21 | 29 | 33 | X | Large Blend |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
| USNQX | USAA NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| USMV | iShares MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 11 | X | Large Blend |
| USMIX | USAA Extended Market Index | Owns companies we recommend for divestment | 18 | 15 | 13 | 24 | X | Mid-Cap Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 8 | 5 | 9 | 11 | X | Mid-Cap Blend |
| USMC | Principal US Mega-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 6 | 9 | X | Large Blend |
| USLYX | JHancock US Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Growth |
| USLIX | JHancock US Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Growth |
| USLCX | JHancock US Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Growth |
| USLB | Invesco Russell 1000 Low Beta Eq Wt ETF | Owns companies we recommend for divestment | 16 | 17 | 13 | 28 | X | Mid-Cap Blend |
| USISX | USAA Income Stock | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
| USIFX | USAA International | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| USGRX | USAA Growth & Income | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| USGLX | JHancock US Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Growth |
| USGIX | USAA Growth & Income Class A | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| USEQ | Invesco Russell 1000 Enhanced Eq Wt ETF | Owns companies we recommend for divestment | 21 | 24 | 24 | 40 | X | Mid-Cap Blend |
| USEMX | USAA Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| USCGX | USAA Capital Growth | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
| USCAX | USAA Small Cap Stock | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
| USAWX | USAA Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| USAUX | USAA Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| USAGX | USAA Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAAX | USAA Growth | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 30 | 56 | 50 | X | Global Large-Stock Blend |
| URNQX | USAA Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| URITX | USAA International R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UPWD | JPMorgan Social Advancement ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Blend |
| UPMMX | USAA Precious Metals and Minerals ClassA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 6 | 2 | 4 | 6 | X | Mid-Cap Blend |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 7 | 6 | 12 | 12 | X | Large Value |
| UIWGX | USAA Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 16 | V | Global Large-Stock Blend |
| UIVVX | MFS Intrinsic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVRX | MFS Intrinsic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVQX | MFS Intrinsic Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVPX | MFS Intrinsic Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVNX | MFS Intrinsic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVMX | MFS Intrinsic Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 5 | X | Foreign Large Value |
| UIVIX | MFS Intrinsic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVCX | MFS Intrinsic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 7 | X | Large Growth |
| UIVAX | USAA Value Institutional | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UISCX | USAA Small Cap Stock Institutional | Owns companies we recommend for divestment | 5 | 6 | 4 | 8 | X | Small Blend |
| UIPMX | USAA Precious Metals and Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UINQX | USAA Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UIISX | USAA Income Stock Institutional | Owns companies we recommend for divestment | 6 | 9 | 11 | 13 | X | Large Value |
| UIIFX | USAA International Institutional | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UIGRX | USAA Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| UIGIX | USAA Growth & Income Institutional | Owns companies we recommend for divestment | 6 | 11 | 15 | 16 | X | Large Blend |
| UIEMX | USAA Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UICGX | USAA Capital Growth Institutional | Owns companies we recommend for divestment | 9 | 14 | 22 | 17 | X | Global Large-Stock Blend |
| UIAGX | USAA Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| UGOFX | USAA Global Managed Volatility Instl | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
| UGMVX | USAA Global Managed Volatility | Owns companies we recommend for divestment | 6 | 9 | 16 | 16 | X | Global Large-Stock Blend |
| UGLSX | JHancock US Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Growth |
| UGEIX | USAA Global Equity Income | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Global Large-Stock Value |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 7 | 16 | 21 | 24 | X | Large Blend |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Value |
| UCNQX | USAA Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
| UAVAX | USAA Value Class A | Owns companies we recommend for divestment | 6 | 10 | 12 | 15 | X | Large Value |
| UANQX | USAA Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UAIFX | USAA International Class A | Owns companies we recommend for divestment | 5 | 6 | 10 | 5 | X | Foreign Large Blend |
| UAEMX | USAA Emerging Markets Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| TWMIX | American Century Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| TWHIX | American Century Heritage Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 3 | 8 | 6 | 7 | X | Large Value |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 6 | 11 | V | Allocation--50% to 70% Equity |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Large Value |
| TVITX | TIAA-CREF Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIPX | TIAA-CREF Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIIX | TIAA-CREF Lifecycle Index 2060 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TVIHX | TIAA-CREF Lifecycle Index 2060 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2060 |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTRPX | TIAA-CREF Lifecycle 2055 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRLX | TIAA-CREF Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRIX | TIAA-CREF Lifecycle 2055 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| TTRHX | TIAA-CREF Lifecycle 2055 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2055 |
| 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 |
| TTISX | TIAA-CREF Quant Intl Sm-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TTIRX | TIAA-CREF Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIPX | TIAA-CREF Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIIX | TIAA-CREF Lifecycle Index 2055 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTIHX | TIAA-CREF Lifecycle Index 2055 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2055 |
| TTFRX | TIAA-CREF Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFPX | TIAA-CREF Lifecycle 2045 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFIX | TIAA-CREF Lifecycle 2045 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTFHX | TIAA-CREF Lifecycle 2045 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2045 |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTAI | FCF International Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Blend |
| TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 1 | 3 | 9 | 6 | V | Large Blend |
| TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| TSMWX | TIAA-CREF Quant Sm/Md-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMUX | TIAA-CREF Quant Sm/Md-Cp Eq W | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMOX | TIAA-CREF Quant Sm/Md-Cp Eq Retirement | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMNX | TIAA-CREF Quant Sm/Md-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMMX | TIAA-CREF Quant Sm/Md-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSMEX | TIAA-CREF Quant Sm/Md-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Small Blend |
| TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
| TSFTX | TIAA-CREF Lifecycle 2065 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFRX | TIAA-CREF Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFPX | TIAA-CREF Lifecycle 2065 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSFHX | TIAA-CREF Lifecycle 2065 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2065+ |
| TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRVRX | TIAA-CREF Mid-Cap Value Retire | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRVPX | TIAA-CREF Mid-Cap Value Premier | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRVHX | TIAA-CREF Mid-Cap Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| TRSPX | TIAA-CREF S&P 500 Index Retire | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
| TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRRSX | TIAA-CREF Real Estate Sec Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | TIAA-CREF Real Estate Sec Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| TRPWX | TIAA-CREF Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TRPNX | T. Rowe Price Retirement I 2055 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| TRPMX | T. Rowe Price Retirement I 2050 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| TRPLX | T. Rowe Price Retirement I 2060 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2060 |
| TRPKX | T. Rowe Price Retirement I 2045 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| TRPJX | T. Rowe Price Retirement I 2035 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| TRPHX | T. Rowe Price Retirement I 2025 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| TRPGX | TIAA-CREF Growth & Income Premier | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TRPDX | T. Rowe Price Retirement I 2040 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| TRPCX | T. Rowe Price Retirement I 2030 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Blend |
| TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 10 | 7 | 6 | 13 | X | Mid-Cap Growth |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| TRIWX | TIAA-CREF Large-Cap Gr Idx W | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TRIRX | TIAA-CREF Large-Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TRIPX | TIAA-CREF International Eq Idx Premier | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TRIHX | TIAA-CREF Large-Cap Gr Idx Advisor | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| TRIEX | TIAA-CREF International Eq Idx Retire | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TRHBX | TIAA-CREF Small-Cap Blend Idx Advisor | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TRGPX | TIAA-CREF Mid-Cap Growth Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| TRGMX | TIAA-CREF Mid-Cap Growth Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| TRGIX | TIAA-CREF Growth & Income Retire | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TRFKX | T. Rowe Price Retirement I 2065 I | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TRCVX | TIAA-CREF Large-Cap Value Idx Retire | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRBIX | TIAA-CREF Small-Cap Blend Idx Retire | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| TQVIX | T. Rowe Price QM US Value Equity I | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQVAX | T. Rowe Price QM US Value Equity Adv | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQSMX | T. Rowe Price QM US Sm&Md-Cp Cor Eq | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price QM US Sm&Md-Cp Cor Eq I | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQMVX | T. Rowe Price QM US Value Equity | Owns companies we recommend for divestment | 9 | 9 | 12 | 15 | X | Large Value |
| TQGIX | T. Rowe Price QM Global Equity I | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TQGEX | T. Rowe Price QM Global Equity | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TQGAX | T. Rowe Price QM Global Equity Advisor | Owns companies we recommend for divestment | 7 | 10 | 13 | 16 | X | Global Large-Stock Blend |
| TQAIX | T. Rowe Price QM US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TQAAX | T. Rowe Price QM US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TPYYX | Touchstone International ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYIX | Touchstone International ESG EquityInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYCX | Touchstone International ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPYAX | Touchstone International ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
| TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TPISX | TIAA-CREF Quant Intl Sm-Cp Eq Premier | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 33 | 30 | 49 | 47 | X | Global Large-Stock Blend |
| TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TMVAX | RBC Microcap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
| TMFSX | Franklin Mutual Financial Services C | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| TLZRX | TIAA-CREF Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLZIX | TIAA-CREF Lifecycle Index 2040 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLZHX | TIAA-CREF Lifecycle Index 2040 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLYRX | TIAA-CREF Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYPX | TIAA-CREF Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYIX | TIAA-CREF Lifecycle Index 2035 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLYHX | TIAA-CREF Lifecycle Index 2035 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2035 |
| TLXRX | TIAA-CREF Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXPX | TIAA-CREF Lifecycle 2060 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXNX | TIAA-CREF Lifecycle 2060 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLXIX | TIAA-CREF Lifecycle Index 2045 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLXHX | TIAA-CREF Lifecycle 2060 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2060 |
| TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TLVPX | TIAA-CREF Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLQRX | TIAA-CREF Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLQIX | TIAA-CREF Lifecycle Index 2025 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLQHX | TIAA-CREF Lifecycle Index 2025 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2025 |
| TLPRX | TIAA-CREF Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2040 |
| TLMRX | TIAA-CREF Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLMPX | TIAA-CREF Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLMHX | TIAA-CREF Lifecycle Index 2045 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2045 |
| TLLRX | TIAA-CREF Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLPX | TIAA-CREF Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLIX | TIAA-CREF Lifecycle Index 2050 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLLHX | TIAA-CREF Lifecycle Index 2050 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2050 |
| TLISX | TIAA-CREF Quant Intl Sm-Cp Eq Retail | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TLHRX | TIAA-CREF Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHPX | TIAA-CREF Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHIX | TIAA-CREF Lifecycle Index 2030 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLHHX | TIAA-CREF Lifecycle Index 2030 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2030 |
| TLFRX | TIAA-CREF Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TISWX | TIAA-CREF S&P 500 Index W | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TISPX | TIAA-CREF S&P 500 Index Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TISBX | TIAA-CREF Small-Cap Blend Idx Inst | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| TISAX | TIAA-CREF S&P 500 Index Advisor | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| TIRTX | TIAA-CREF Large-Cap Growth Retail | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | TIAA-CREF Real Estate Sec Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIREX | TIAA-CREF Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIQRX | TIAA-CREF Equity Index R | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TIOVX | TIAA-CREF International Opps W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOTX | TIAA-CREF International Opps Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOSX | TIAA-CREF International Opps Retl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOPX | TIAA-CREF International Opps Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOIX | TIAA-CREF International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIOHX | TIAA-CREF International Opps Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINRX | TIAA-CREF Equity Index Retail | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TIMVX | TIAA-CREF Mid-Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TILWX | TIAA-CREF Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILVX | TIAA-CREF Large-Cap Value Idx Inst | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| TILRX | TIAA-CREF Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILPX | TIAA-CREF Large-Cap Growth Premier | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILIX | TIAA-CREF Large-Cap Gr Idx Instl | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| TILHX | TIAA-CREF Large-Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILGX | TIAA-CREF Large-Cap Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TIISX | TIAA-CREF Quant Intl Sm-Cp Eq Instl | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TIIRX | TIAA-CREF Growth & Income Retail | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIGRX | TIAA-CREF Growth & Income Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEIX | TIAA-CREF Equity Index Instl | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 8 | 10 | 15 | 16 | V | Large Blend |
| TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Value |
| 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 |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| THCWX | TIAA-CREF Large-Cap Value Idx W | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| THCVX | TIAA-CREF Large-Cap Value Idx Advisor | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TGUSX | TCW New America Premier Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TGUNX | TCW New America Premier Equities N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Growth |
| TGSAX | Templeton Global Smaller Comp Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGIWX | TIAA-CREF Growth & Income W | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 14 | 18 | 19 | X | Allocation--70% to 85% Equity |
| TGIHX | TIAA-CREF Growth & Income Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Blend |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TFTIX | TIAA-CREF Lifecycle 2050 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TFTHX | TIAA-CREF Lifecycle 2050 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TFSIX | Franklin Mutual Financial Services A | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| TFITX | TIAA-CREF Lifecycle Index 2065 Instl | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIRX | TIAA-CREF Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIPX | TIAA-CREF Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIHX | TIAA-CREF Lifecycle Index 2065 Advisor | Owns companies we recommend for divestment | 47 | 41 | 71 | 67 | X | Target-Date 2065+ |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 8 | 0 | 7 | X | Financial |
| TFFAX | Templeton Foreign Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TEURX | Franklin Mutual European C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TESGX | Templeton Global Smaller Comp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TEQWX | TIAA-CREF Equity Index W | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQIX | Franklin Mutual Quest A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Global Allocation |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 12 | 9 | 11 | X | Large Value |
| TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 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 |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Global Large-Stock Blend |
| TEMVX | TIAA-CREF Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TEMSX | TIAA-CREF Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMRX | TIAA-CREF Emerging Markets Eq Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMQX | Franklin Mutual Quest C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Global Allocation |
| TEMPX | TIAA-CREF Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Growth |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMLX | TIAA-CREF Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMIX | Franklin Mutual European A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| TEMHX | TIAA-CREF Emerging Markets Eq Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMGX | Templeton Global Smaller Comp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TEMFX | Templeton Foreign A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Global Large-Stock Value |
| TEIHX | TIAA-CREF Equity Index Advisor | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEFTX | Templeton Foreign C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| TEFAX | Franklin Mutual Financial Services Z | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
| TEEAX | RBC Small Cap Core A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| TEDMX | Templeton Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Technology |
| TEBIX | Franklin Mutual Beacon A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Global Large-Stock Value |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TDMTX | Templeton Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDADX | Templeton Developing Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCZPX | TIAA-CREF Lifecycle 2040 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCZHX | TIAA-CREF Lifecycle 2040 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCYPX | TIAA-CREF Lifecycle 2035 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCYHX | TIAA-CREF Lifecycle 2035 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCWCX | Templeton China World C | 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 |
| TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TCRIX | TIAA-CREF Lifecycle 2030 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCREX | TIAA-CREF Real Estate Sec Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TCRAX | American Century Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Large Growth |
| TCOIX | TIAA-CREF Lifecycle 2040 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCMVX | TIAA-CREF Mid-Cap Value Retail | Owns companies we recommend for divestment | 1 | 1 | 5 | 0 | X | Mid-Cap Value |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| TCMHX | TIAA-CREF Mid-Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TCMGX | TIAA-CREF Mid-Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| TCLRX | TIAA-CREF Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCLPX | TIAA-CREF Lifecycle 2050 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2050 |
| TCLOX | TIAA-CREF Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2040 |
| TCLNX | TIAA-CREF Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TCIWX | TIAA-CREF International Eq Idx W | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TCIIX | TIAA-CREF Lifecycle 2035 Institutional | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2035 |
| TCIHX | TIAA-CREF International Eq Idx Advisor | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TCIEX | TIAA-CREF International Eq Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| TCHPX | TIAA-CREF Lifecycle 2030 Premier | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| TCHHX | TIAA-CREF Lifecycle 2030 Advisor | Owns companies we recommend for divestment | 53 | 32 | 77 | 43 | X | Target-Date 2030 |
| TCEPX | TIAA-CREF Equity Index Premier | Owns companies we recommend for divestment | 32 | 34 | 40 | 54 | X | Large Blend |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 7 | 12 | 12 | 17 | V | Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TAIWX | TIAA-CREF Quant Intl Sm-Cp Eq W | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TAISX | TIAA-CREF Quant Intl Sm-Cp Eq Advisor | Owns companies we recommend for divestment | 5 | 0 | 8 | 0 | X | Foreign Small/Mid Blend |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
| SXUS | Janus Henderson International Sus Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Foreign Large Growth |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 33 | 34 | 42 | 54 | X | Large Blend |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 7 | 7 | 6 | 10 | X | Small Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Small Blend |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 17 | 3 | 29 | 8 | X | Foreign Large Growth |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 16 | 11 | 11 | 21 | X | Mid-Cap Blend |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 22 | 24 | 28 | 37 | X | Large Value |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 6 | 17 | 18 | X | Large Growth |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 24 | 12 | X | Foreign Large Blend |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 6 | 8 | 11 | X | Large Value |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 1 | 6 | 6 | 8 | X | Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SVMCX | Columbia Select Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SVBIX | JHancock Balanced I | Owns companies we recommend for divestment | 1 | 8 | 6 | 10 | X | Allocation--50% to 70% Equity |
| SVBCX | JHancock Balanced C | Owns companies we recommend for divestment | 1 | 8 | 6 | 10 | X | Allocation--50% to 70% Equity |
| SVBAX | JHancock Balanced A | Owns companies we recommend for divestment | 1 | 8 | 6 | 10 | X | Allocation--50% to 70% Equity |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | V | Large Blend |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | V | Large Blend |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 12 | V | Large Blend |
| SUGYX | Pioneer Global Sustainable Growth Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGCX | Pioneer Global Sustainable Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| SUGAX | Pioneer Global Sustainable Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | V | Global Large-Stock Growth |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Large Value |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STNC | Hennessy Stance ESG Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Large Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| STMFX | Allspring Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 17 | 19 | 23 | X | Large Blend |
| STLV | iShares Factors US Value Style ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Mid-Cap Value |
| STLG | iShares Factors US Growth Style ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| STAEX | Allspring Discovery Large Cap Gr A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| SSVRX | Columbia Select Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
| SSPSX | State Street Instl Premier Growth Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSPGX | State Street Instl Premier Growth Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Growth |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 8 | 9 | 4 | 11 | X | Small Blend |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Allocation--50% to 70% Equity |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 39 | 11 | 70 | 15 | X | Foreign Large Blend |
| SSGSX | Victory Sycamore Small Company Opp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2065+ |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Foreign Large Blend |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2035 |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2060 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2055 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2050 |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2045 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2040 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 70 | 45 | 110 | 69 | X | Target-Date 2030 |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | X | Large Blend |
| SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2035 |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 14 | 20 | 26 | 31 | X | Large Blend |
| SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 19 | 23 | 27 | X | Large Value |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 5 | 13 | 14 | X | Large Growth |
| SPYD | SPDR® Portfolio S&P 500 High Div ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 9 | X | Large Value |
| SPY | SPDR® S&P 500 ETF Trust | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 14 | 20 | 25 | 31 | X | Large Blend |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 2 | 10 | 6 | 10 | X | Large Value |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 25 | 30 | 37 | 47 | X | Large Blend |
| SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMWX | Invesco SteelPath MLP Select 40 R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMVX | Invesco SteelPath MLP Select 40 R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMV | Invesco S&P 500 Minimum Variance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 8 | X | Large Blend |
| SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Growth |
| SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMD | SPDR® Portfolio S&P 400 Mid Cap ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Blend |
| SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 5 | X | Large Value |
| SPLG | SPDR® Portfolio S&P 500 ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Blend |
| SPHD | Invesco S&P 500® High Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Value |
| SPHB | Invesco S&P 500® High Beta ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 6 | X | Large Blend |
| SPGP | Invesco S&P 500 GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 23 | 24 | 47 | 36 | X | Global Large-Stock Blend |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Blend |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 1 | 16 | 16 | 21 | V | Large Blend |
| SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 16 | 8 | X | Europe Stock |
| SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 43 | 14 | X | Foreign Large Blend |
| SOXX | iShares Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| SOXQ | Invesco PHLX Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 5 | X | Large Growth |
| SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
| SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
| SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | V | Large Growth |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | V | Large Value |
| SNEMX | AB Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 17 | 14 | 12 | 23 | X | Mid-Cap Blend |
| SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 22 | 27 | 33 | 45 | X | Target-Date 2040 |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap 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 |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Small Blend |
| SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 11 | 7 | 7 | 12 | X | Small Blend |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| SMLF | iShares MSCI USA Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 10 | 8 | 6 | 13 | X | Small Blend |
| SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
| SMIN | iShares MSCI India Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
| SLY | SPDR® S&P 600 Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 5 | 9 | X | Small Blend |
| SLMCX | Columbia Seligman Tech & Info A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SLGRX | Allspring Large Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 25 | 27 | 34 | 44 | X | Large Blend |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 9 | 15 | 22 | 23 | X | Large Blend |
| SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 9 | 19 | 27 | 25 | X | Large Blend |
| SKYY | First Trust Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 19 | 23 | 30 | 37 | X | Large Blend |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SISLX | Shelton International Select Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| SISEX | Shelton International Select Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 7 | 2 | 10 | 7 | X | Foreign Large Value |
| SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Infrastructure |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| SIDVX | Hartford Schroders Intl Multi-Cp Val A | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Foreign Large Value |
| SIDRX | Hartford Schroders Intl Multi-Cp Val SDR | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Foreign Large Value |
| SIDNX | Hartford Schroders Intl Multi-Cp Val I | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Foreign Large Value |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Foreign Large Blend |
| SHTCX | Columbia Seligman Global Tech C | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHRAX | ClearBridge Aggressive Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHGTX | Columbia Seligman Global Tech A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SHFVX | ClearBridge All Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 6 | 2 | X | Large Value |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 15 | 15 | 22 | V | Large Blend |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SGTRX | Columbia Seligman Global Tech R | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Large Growth |
| SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 12 | 10 | 18 | 12 | X | Global Large-Stock Blend |
| SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| SGIEX | Columbia Contrarian Core V | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| SFVYX | ClearBridge All Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 6 | 2 | X | Large Value |
| SFVCX | ClearBridge All Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 6 | 2 | X | Large Value |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Small Blend |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Global Real Estate |
| SFNNX | Schwab Fdmtl Intl Lg Co Idx | Owns companies we recommend for divestment | 10 | 6 | 24 | 12 | X | Foreign Large Value |
| SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 22 | 26 | 28 | 41 | X | Large Value |
| SFILX | Schwab Fdmtl Intl Sm Co Idx | Owns companies we recommend for divestment | 17 | 3 | 21 | 1 | X | Foreign Small/Mid Value |
| SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Allocation--50% to 70% Equity |
| SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 7 | 5 | 12 | 12 | X | Large Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 8 | 12 | 17 | 17 | X | Large Value |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Allocation--50% to 70% Equity |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| SEPKX | Allspring Discovery Mid Cap Growth Admin | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| SENAX | Allspring Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 7 | 6 | 7 | 8 | X | Mid-Cap Blend |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 15 | 17 | X | Large Blend |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 12 | 7 | 14 | 12 | X | Foreign Large Blend |
| SEEGX | JPMorgan Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 8 | X | Large Growth |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SDYAX | SEI Dynamic Asset Allocation F (SIMT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Mid-Cap Value |
| SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
| SDLAX | SEI Dynamic Asset Allocation A (SIIT) | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SDG | iShares MSCI Global Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 21 | 4 | 29 | 1 | X | Foreign Small/Mid Blend |
| SCYVX | AB Small Cap Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| SCVAX | Allspring Small Company Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 8 | 13 | 22 | 19 | X | Large Blend |
| SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Blend |
| SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Japan Stock |
| SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIRX | Columbia Seligman Tech & Info R | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SCIOX | Columbia Seligman Tech & Info Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| SCICX | Columbia Seligman Tech & Info C | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Technology |
| SCHY | Schwab International Dividend Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 20 | 24 | 32 | 38 | X | Large Blend |
| SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 16 | 18 | 21 | 27 | X | Large Value |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 12 | 7 | 7 | 13 | X | Mid-Cap Blend |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 25 | 28 | 34 | 45 | X | Large Blend |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 6 | 11 | 11 | X | Large Growth |
| SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 24 | 7 | 40 | 13 | X | Foreign Large Blend |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Large Value |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 11 | 3 | 19 | 0 | X | Foreign Small/Mid Blend |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 33 | 39 | 53 | X | Large Blend |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Small Blend |
| SCCVX | AB Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| SCAVX | AB Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Blend |
| SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
| SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Value |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SAGYX | ClearBridge Aggressive Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
| SAGCX | ClearBridge Aggressive Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Blend |
| SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| RZG | Invesco S&P SmallCap 600® Pure Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RYU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
| RYJ | Invesco Raymond James SB-1 Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Blend |
| RYH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| RYF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 1 | 10 | 0 | 9 | X | Financial |
| RYE | Invesco S&P 500® Equal Weight Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| RXI | iShares Global Consumer Discr ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Consumer Cyclical |
| RWX | SPDR® Dow Jones International RelEst ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWR | SPDR® Dow Jones REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWO | SPDR® Dow Jones Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 15 | 20 | 28 | 31 | X | Large Value |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 7 | 7 | 5 | 10 | X | Mid-Cap Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Value |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Large Blend |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 11 | 11 | 21 | 22 | X | Global Large-Stock Blend |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RTM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Consumer Cyclical |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSVKX | Victory RS Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSVIX | RBC Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 10 | 7 | 14 | V | Large Value |
| RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RSMMX | Victory RS Small Cap Equity Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSMKX | Victory RS Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSIYX | Victory RS Investors Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| RSINX | Victory RS Investors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSIKX | Victory RS Investors R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RSGKX | Victory RS Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
| RSEVX | Columbia Global Value Adv | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
| RSERX | Victory Sophus Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RSENX | Victory Sophus Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RSEKX | Victory RS Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEGX | Victory RS Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| RSCYX | Victory RS Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSCKX | Victory RS Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RSCCX | Victory RS Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2055 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2045 |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2035 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2025 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2050 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2040 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2030 |
| RRSVX | RBC Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 24 | 27 | 42 | 43 | X | Target-Date 2065+ |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Growth |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 5 | 2 | 6 | 4 | X | Foreign Large Value |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 8 | 13 | 14 | 18 | X | Large Blend |
| RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPICX | T. Rowe Price Inst Intl Disciplined Eq | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 5 | 0 | 5 | 3 | X | Industrials |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 11 | 14 | 21 | 24 | X | Global Allocation |
| RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Large Growth |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
| ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 10 | 16 | 16 | 22 | X | Large Value |
| ROSC | Hartford Multifactor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Value |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 9 | X | Industrials |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 9 | 4 | 12 | 9 | X | Foreign Large Value |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 7 | 3 | 13 | 5 | X | Foreign Large Value |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 8 | X | Technology |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNSC | First Trust Small Cap US Equity Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Utilities |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 16 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNMC | First Trust Mid Cap US Equity Select ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
| RNLC | First Trust Large Cap US Equity Sel ETF | Owns companies we recommend for divestment | 13 | 17 | 18 | 28 | X | Large Blend |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 8 | 4 | 18 | 9 | X | Diversified Emerging Mkts |
| RNDV | First Trust US Equity Dividend Sel ETF | Owns companies we recommend for divestment | 7 | 11 | 13 | 16 | X | Large Value |
| RNDM | First Trust Developed Intl Eq Sel ETF | Owns companies we recommend for divestment | 10 | 1 | 13 | 5 | X | Foreign Large Blend |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RMVIX | RBC Microcap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | 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 |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 10 | 11 | 17 | X | Large Value |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RLEMX | Lazard Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Global Small/Mid Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVCX | Victory RS Investors C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Blend |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| RISEX | Domini International Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | V | Foreign Large Growth |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RIORX | RBC International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RIOIX | RBC International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RIOAX | RBC International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RIFKX | Victory RS Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 8 | 11 | 11 | 14 | X | Allocation--70% to 85% Equity |
| RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 10 | 16 | 19 | X | Large Blend |
| RHS | Invesco S&P 500® Eql Wt Cnsm Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGPAX | RBC Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGORX | RBC Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGOIX | RBC Global Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLIX | RBC Global Equity Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 6 | 8 | 8 | 10 | X | Global Large-Stock Blend |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 7 | 3 | 7 | 3 | X | Foreign Large Blend |
| RGI | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 10 | 1 | 10 | 9 | X | Industrials |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 7 | 5 | 8 | X | Global Large-Stock Blend |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGELX | RBC Global Equity Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 7 | 6 | 12 | 15 | X | Global Allocation |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 12 | 16 | 18 | 22 | X | Large Growth |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 4 | 2 | 2 | 2 | X | Europe Stock |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 12 | 12 | 19 | 19 | X | Large Blend |
| RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Foreign Large Blend |
| REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 9 | 8 | 16 | 12 | X | Large Value |
| REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Global Large-Stock Value |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REUYX | Russell Inv Sustainable Equity Y | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 6 | 17 | 14 | 18 | V | Large Blend |
| RESGX | Glenmede Responsible ESG US Equity | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | V | Large Blend |
| RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | V | Diversified Emerging Mkts |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
| RESCX | HSBC RadiantESG US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| REQTX | Russell Inv Sustainable Equity S | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQCX | Russell Inv Sustainable Equity C | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REQAX | Russell Inv Sustainable Equity A | Owns companies we recommend for divestment | 6 | 11 | 18 | 16 | V | Large Blend |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| REMX | VanEck Rare Earth/Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| REMKX | Victory Sophus Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMGX | Victory Sophus Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| REGWX | Victory RS Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| REGIX | Regnan Global Equity Impact Sol Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Small/Mid Stock |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Blend |
| RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 10 | 8 | 17 | 15 | X | Large Blend |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDVY | First Trust Rising Dividend Achiev ETF | Owns companies we recommend for divestment | 1 | 7 | 1 | 6 | X | Large Value |
| RDVI | FT Cboe Vest Ris Div Ach Trg Inc ETF | Owns companies we recommend for divestment | 1 | 7 | 1 | 6 | X | Large Value |
| RDMX | SPDR Blmbrg SASB DM Ex US ESG Slct ETF | Owns companies we recommend for divestment | 5 | 4 | 16 | 9 | V | Foreign Large Blend |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RDLCX | Columbia Disciplined Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| RDLAX | Columbia Disciplined Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Value |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RDERX | Columbia Large Cap Value Adv | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
| RDEIX | Columbia Large Cap Value R | Owns companies we recommend for divestment | 2 | 8 | 4 | 7 | X | Large Value |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Diversified Emerging Mkts |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RCSIX | RBC Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 9 | 9 | 9 | 14 | X | Global Allocation |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RCD | Invesco S&P 500® Equal Wt Cnsm Disc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
| RBVAX | RBC Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| RBRCX | RBC Small Cap Core R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Industrials |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 10 | 14 | 21 | 22 | X | Allocation--50% to 70% Equity |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2065+ |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2060 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 35 | X | Target-Date 2055 |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 18 | X | Allocation--50% to 70% Equity |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 30 | 36 | 38 | X | Target-Date 2040 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2050 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 22 | 29 | 35 | 38 | X | Target-Date 2045 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2035 |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 29 | 36 | 38 | X | Target-Date 2030 |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 28 | 30 | 47 | 43 | X | Global Large-Stock Blend |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 7 | 7 | 4 | 10 | X | Mid-Cap Blend |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 13 | 18 | 24 | 26 | X | Large Blend |
| QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 18 | 23 | 30 | 36 | X | Large Blend |
| QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUARX | AB Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAL | iShares MSCI USA Quality Factor ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Large Blend |
| QUAKX | AB Small Cap Growth K | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
| QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
| QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 1 | X | Large Growth |
| QQQS | Invesco NASDAQ Patent Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Growth |
| QQQM | Invesco NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Growth |
| QQQ | Invesco QQQ Trust | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Growth |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Mid-Cap Growth |
| QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QIVYX | Invesco International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| QIVNX | Invesco International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| QIVIX | Invesco International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| QIVCX | Invesco International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| QIVAX | Invesco International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| QISCX | Federated Hermes MDT Small Cap Core IS | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 7 | 6 | 11 | 5 | X | Foreign Large Blend |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Growth |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 11 | 6 | 21 | 12 | X | Foreign Large Blend |
| QDVSX | Fisher IIG ESG Stck for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 7 | 9 | V | Global Large-Stock Growth |
| QCSCX | Federated Hermes MDT Small Cap Core C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| QCGDX | Quantified Common Ground Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| QASCX | Federated Hermes MDT Small Cap Core A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
| PZFVX | JHancock Classic Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| PYZ | Invesco DWA Basic Materials Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| PXUS | Principal Intl Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 13 | 7 | 23 | 13 | X | Foreign Large Blend |
| PXSIX | Impax Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXSCX | Impax Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| PXSAX | Impax Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| PXQ | Invesco Dynamic Networking ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 5 | 3 | 9 | V | Large Blend |
| PXJ | Invesco Dynamic Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| PXI | Invesco DWA Energy Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| PXH | Invesco FTSE RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| PXF | Invesco FTSE RAFI Dev Mkts ex-US ETF | Owns companies we recommend for divestment | 12 | 6 | 28 | 12 | X | Foreign Large Value |
| PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Blend |
| PXE | Invesco Dynamic Engy Explr & Prdtn ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | V | Infrastructure |
| PWV | Invesco Dynamic Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Value |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 10 | V | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PWC | Invesco Dynamic Market ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| PWB | Invesco Dynamic Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Large Growth |
| PVNBX | Putnam International Capital Opp B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 14 | 11 | 9 | 19 | X | Mid-Cap Value |
| PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Value |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Large Blend |
| PUPPX | Principal International I R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PUI | Invesco DWA Utilities Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PUGCX | Putnam Focused International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PTTEX | Putnam Global Technology R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Technology |
| PTPPX | Principal International I R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PTH | Invesco DWA Healthcare Momentum ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Health |
| PTF | Invesco DWA Technology Momentum ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Technology |
| PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSUYX | Pioneer Global Sustainable Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Global Large-Stock Value |
| PSTWX | Principal SmallCap Value II R4 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
| PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSMLX | Principal SmallCap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 5 | 4 | 6 | 6 | X | Small Value |
| PSMHX | Principal Small-MidCap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| PSMCX | Principal SmallCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSLIX | Principal SmallCap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 7 | V | Large Growth |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSL | Invesco DWA Consumer Staples Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| PSJ | Invesco Dynamic Software ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PSI | Invesco Dynamic Semiconductors ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
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