| ZVNIX | Zevenbergen Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVNBX | Zevenbergen Growth Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVGNX | Zevenbergen Genea Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| ZVGIX | Zevenbergen Genea Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| ZSCIX | Zacks Small-Cap Core Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ZSCCX | Zacks Small-Cap Core Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ZIG | The Acquirers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Value |
| ZIFIX | American Beacon Ninety One Int Frn R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZGFRX | American Beacon Ninety One Gbl Frnchs R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Blend |
| ZGFIX | American Beacon Ninety One Gbl Frnchs R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| ZGFAX | American Beacon Ninety One Gbl Frnchs Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| ZEMIX | Ninety One Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMAX | Ninety One Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Large Blend |
| ZDIVX | Zacks Dividend Investor | Owns companies we recommend for divestment | 6 | 6 | 9 | 8 | X | Large Value |
| ZDIIX | Zacks Dividend Institutional | Owns companies we recommend for divestment | 6 | 6 | 9 | 8 | X | Large Value |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| YOVLX | Yorktown Small-Cap L | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVIX | Yorktown Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVAX | Yorktown Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOLO | AdvisorShares Pure Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Large Value |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| YCGEX | YCG Enhanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YALL | God Bless America ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Large Blend |
| YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| XYLG | Global X S&P 500® Covered Call & Gr ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Derivative Income |
| XYLD | Global X S&P 500® Covered Call ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Derivative Income |
| XVV | iShares® ESG Screened S&P 500 ETF | Owns companies we recommend for divestment | 7 | 18 | 17 | 16 | V | Large Blend |
| XVOL | Acruence Active Hedge US Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | 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 | 4 | 9 | 8 | X | Miscellaneous Sector |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Technology |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Small Value |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| XSMO | Invesco S&P SmallCap Momentum ETF | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | 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 | 1 | 0 | 0 | X | Small Value |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Technology |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
| XRMI | Global X S&P 500® Risk Managed Inc ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Derivative Income |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 8 | 5 | 7 | 7 | X | Large Value |
| XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 6 | 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 |
| XOVR | ERShares Private-Public Crossover ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | X | Large Growth |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 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 | 3 | 2 | 3 | X | Small Value |
| XMPT | VanEck CEF Municipal Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | High Yield Muni |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Small Blend |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | 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 |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | Owns companies we recommend for divestment | 19 | 18 | 24 | 24 | X | Large Blend |
| XLY | The Consumer Discret Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| XLV | The Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 18 | 18 | 28 | 25 | X | Large Blend |
| XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLP | The Consumer Staples Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Technology |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 11 | 2 | 9 | 10 | X | Industrials |
| XLG | Invesco S&P 500® Top 50 ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Blend |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| XLC | The Comm Svcs Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| XLB | The 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 | 3 | 5 | 5 | V | Small Blend |
| XJH | iShares® ESG Screened S&P Mid-Cap ETF | Owns companies we recommend for divestment | 1 | 8 | 4 | 6 | 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 | 0 | X | Technology |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | 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 | 2 | 5 | X | Technology |
| XCEM | Columbia EM Core ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 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 | 10 | 2 | 9 | 9 | X | Industrials |
| XAIX | Xtrackers Artfcl Intlgc and Big Dt ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 9 | X | Technology |
| WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WXCIX | William Blair Emerg Mkts ex China Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WWWEX | Kinetics Global No Load | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Moderate Allocation |
| WWSYX | Westwood Quality SmallCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WWSMX | Westwood Quality SMidCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WWSIX | TETON Westwood SmallCap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSCX | TETON Westwood SmallCap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSAX | TETON Westwood SmallCap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWNPX | Kinetics Paradigm No Load | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WWMCX | Westwood Quality Midcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| WWLCX | Westwood Quality Value Fund C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WWLAX | Westwood Quality Value Fund A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WWJD | Inspire International ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Value |
| WVCCX | abrdn International Small Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WVALX | Weitz Large Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Blend |
| WVAIX | Weitz Large Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Blend |
| WUGI | AXS Esoterica NextG Economy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 8 | 4 | 13 | 7 | X | Mid-Cap Value |
| WTSGX | Segall Bryant & Hamill Small Cap Gr Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 | 3 | 4 | 7 | X | Large Blend |
| WTMVX | Segall Bryant & Hamill Glb All Cp Retail | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Blend |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Technology |
| WSTYX | Delaware Ivy Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTRX | Delaware Ivy Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTCX | Delaware Ivy Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTAX | Delaware Ivy Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSMVX | Wilshire Small Company Value Instl | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Small Value |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Growth |
| WSMGX | Wilshire Small Company Growth Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | 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 | 12 | 11 | 18 | 18 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| WSGRX | Delaware Ivy Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WSGAX | Delaware Ivy Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Large Blend |
| WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WSCVX | North Star Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| 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 | 0 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | V | Moderately Aggressive Allocation |
| WSACX | Wellington Shields All-Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Large Growth |
| WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 7 | 5 | 26 | 16 | X | Global Large-Stock Blend |
| WRLDX | Scharf Global Opportunity Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Global Large-Stock Value |
| WRGCX | Delaware Ivy Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WRAIX | Wilmington Global Alpha Equities I | Owns companies we recommend for divestment | 9 | 15 | 21 | 20 | X | Equity Hedged |
| WRAAX | Wilmington Global Alpha Equities A | Owns companies we recommend for divestment | 9 | 15 | 21 | 20 | X | Equity Hedged |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| WQAUX | Westwood Quality AllCap Ultra | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Value |
| WQAIX | Westwood Quality AllCap Institutional | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Value |
| WPVLX | Weitz Multi Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Blend |
| WPVIX | Weitz Multi Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Blend |
| WPVAX | abrdn International Small Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid 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 |
| 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 |
| WPOPX | Weitz Partners III Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Long-Short Equity |
| WPOIX | Weitz Partners III Opportunity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Long-Short Equity |
| WPLCX | WP Large Cap Income Plus Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Large Value |
| WPGTX | WPG Partners Small Cap Value Div Fund | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| WPGSX | WPG Partners Select Small Cap Value Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| 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 | 3 | 0 | 3 | X | Mid-Cap Blend |
| WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
| WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Mid-Cap Blend |
| WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | 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 | 6 | 15 | 12 | 12 | V | Large Blend |
| WOGSX | White Oak Select Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 3 | X | Large Blend |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| WMVYX | WCM Mid Cap Quality Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WMMCX | TETON Westwood Mighty Mites C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WMMAX | TETON Westwood Mighty Mites A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| WMKSX | WesMark Small Company Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Small Blend |
| WMKGX | WesMark Large Company Fund | Owns companies we recommend for divestment | 2 | 3 | 8 | 8 | X | Large Blend |
| WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WMICX | Wasatch Micro Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGCX | Delaware Ivy Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| WLTTX | Wilshire International Equity Instl | Owns companies we recommend for divestment | 7 | 5 | 20 | 5 | X | Foreign Large Blend |
| WLTG | WealthTrust DBS Long Term Growth ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Blend |
| WLIVX | WCM Focused International Equity Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| WLGYX | Delaware Ivy Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| WLGRX | Delaware Ivy Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| WLGCX | Delaware Ivy Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| WLGAX | Delaware Ivy Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 2 | X | Global Large-Stock Value |
| WLCVX | Wilshire Large Company Value Instl | Owns companies we recommend for divestment | 10 | 17 | 17 | 22 | X | Large Value |
| WLCTX | Wilshire International Equity Invmt | Owns companies we recommend for divestment | 7 | 5 | 20 | 5 | X | Foreign Large Blend |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WLCGX | Wilshire Large Company Growth Instl | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Growth |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WISNX | William Blair International Sm Cap Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WISIX | William Blair International Sm Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WISGX | Segall Bryant & Hamill Small Cap GrInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WISE | Themes Generative Artificial Int ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Technology |
| WIREX | Wireless | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| WINN | Harbor Long-Term Growers ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| WINIX | Wilmington International Institutional | Owns companies we recommend for divestment | 7 | 5 | 11 | 7 | X | Foreign Large Blend |
| WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
| WINAX | Wilmington International A | Owns companies we recommend for divestment | 7 | 5 | 11 | 7 | X | Foreign Large Blend |
| WIMVX | Segall Bryant & Hamill Glb All Cp Inst | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Blend |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| WIISX | William Blair International Sm Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIGTX | Seven Canyons World Innovators Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WIAEX | Wasatch Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WHGSX | Westwood Quality SmallCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGQX | Westwood Quality Value Ultra | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGMX | Westwood Quality SMidCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGLX | Westwood Quality Value Fund Inst | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WGNIX | Pabrai Wagons Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| WGMVX | Wasatch Micro Cap Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WGMI | CoinShares Valkyrie Bitcoin Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Digital Assets |
| WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGLSX | Wasatch Long/Short Alpha Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Long-Short Equity |
| WGISX | Wasatch International Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| WGICX | Wasatch Micro Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| WGGCX | Wasatch Greater China Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Growth |
| WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTDX | Allspring Innovation Fund - Class Admin | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFSTX | Allspring Innovation Fund - Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large 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 we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
| WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| WFICX | North Star Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| WFH | Direxion Work From Home ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
| WFGGX | First Trust WCM Focused Global Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFDSX | Allspring SMID Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 14 | 6 | X | Foreign Large Blend |
| WESWX | TETON Westwood Equity AAA | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESCX | TETON Westwood SmallCap Equity AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WEQCX | TETON Westwood Equity C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| WEMMX | TETON Westwood Mighty Mites AAA | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| 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 |
| WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WEIMX | TETON Westwood Mighty Mites I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEEIX | TETON Westwood Equity I | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEEI | Westwood Salient Enhanced Engy Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| WEECX | TETON Westwood Equity A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEBCX | TETON Westwood Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WEBAX | TETON Westwood Balanced AAA | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WDSCX | Allspring SMID Cap Growth Fund - Cl 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 | 0 | 1 | 0 | X | Small Blend |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 5 | 3 | 7 | 3 | X | Large Value |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 5 | 3 | 7 | 3 | X | Large Value |
| WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| WCMWX | WCM Focused Emerging Mkts Ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMVX | WCM Focused International Equity Ins | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| WCMSX | WCM International Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMOX | WCM Focused International Opps Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| WCMNX | WCM Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WCMLX | WCM Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMI | First Trust WCM International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| WCMGX | First Trust WCM Focused Global Gr Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCME | First Trust WCM Devpg Wld Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| WCFOX | WCM Focused International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCEYX | Delaware Ivy Core Equity Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
| WCEO | Hypatia Women CEO ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | V | Small Blend |
| WCEAX | Delaware Ivy Core Equity Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
| WBSRX | William Blair Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WBSNX | William Blair Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WBSIX | William Blair Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| WBIY | WBI Power Factor® High Dividend ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 4 | X | Mid-Cap Value |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 5 | X | Tactical Allocation |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| WBIG | WBI BullBear Yield 3000 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Tactical Allocation |
| WBIF | WBI BullBear Value 3000 ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Tactical Allocation |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Large Growth |
| WBENX | William Blair Emerging Mkts Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBEIX | William Blair Emerging Mkts Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Blend |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Blend |
| WBCCX | TETON Westwood Balanced C | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WBBIX | TETON Westwood Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| WAYFX | Waycross Focused Core Equity Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Blend |
| WAYEX | Waycross Managed Risk Equity Fund | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Long-Short Equity |
| WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WASYX | Delaware Ivy Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WASIX | Seven Canyons Strategic Global Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WASCX | Delaware Ivy Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
| WASAX | Delaware Ivy Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 1 | 2 | 4 | 7 | X | Global Allocation |
| WAMVX | Wasatch Micro Cap Value | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WALSX | Wasatch Long/Short Alpha Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Long-Short Equity |
| WAISX | Wasatch International Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAGTX | Seven Canyons World Innovators Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAGNX | Pabrai Wagons Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| WAGCX | Wasatch Greater China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAAEX | Wasatch Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Foreign Large Blend |
| VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSVX | Vericimetry US Small Cap Value | Owns companies we recommend for divestment | 3 | 7 | 6 | 6 | X | Small Value |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Moderately Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 46 | 44 | 73 | 57 | X | Aggressive Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 35 | 39 | 50 | 50 | X | Moderate Allocation |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| VYRBX | VY® Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Mid-Cap Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 14 | 4 | 29 | 4 | X | Foreign Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 10 | 18 | 16 | 15 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 14 | X | Large Value |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 7 | 7 | 15 | 14 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 7 | 7 | 15 | 14 | X | Large Value |
| VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Growth |
| VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Growth |
| VWID | Virtus WMC International Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | X | Foreign Large Value |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Foreign Large Blend |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Moderate Allocation |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Moderate Allocation |
| VVSGX | VALIC Company I Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Small Value |
| VVPSX | Vulcan Value Partners Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VVPLX | Vulcan Value Partners | Owns companies we recommend for divestment | 3 | 5 | 2 | 5 | X | Large Blend |
| VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 2 | 6 | 8 | X | Mid-Cap Value |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 9 | 12 | 6 | 12 | X | Mid-Cap Value |
| VVISX | Vulcan Value Partners Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| VVILX | Vulcan Value Partners Institutional | Owns companies we recommend for divestment | 3 | 5 | 2 | 5 | X | Large Blend |
| VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Blend |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VUSE | Vident U.S. Equity Strategy ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 6 | X | Mid-Cap Value |
| 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 | 6 | 12 | 9 | X | Large Growth |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2060 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2035 |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 4 | 2 | 5 | 6 | X | Foreign Large Value |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2045 |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2030 |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 21 | 24 | 32 | 33 | X | Large Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 21 | 24 | 32 | 33 | 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 |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2065+ |
| VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 69 | 47 | 122 | 58 | X | Global Large-Stock Blend |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2055 |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2050 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2045 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2040 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2035 |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2030 |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2065+ |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 3 | X | Small Blend |
| VSSVX | VALIC Company I Small Cap Special Val | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 20 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 5 | 7 | 12 | 9 | V | Large Blend |
| VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 6 | 7 | 12 | 12 | X | Large Growth |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| 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 | 4 | 3 | 5 | X | Mid-Cap Blend |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 5 | 6 | 8 | 7 | X | Large Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Moderate Allocation |
| VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| VSMAX | Vanguard Small Cap Index | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSLU | Applied Finance Valuation LgCp ETF | Owns companies we recommend for divestment | 12 | 14 | 19 | 19 | X | Large Blend |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2060 |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VSIEX | JPMorgan International Equity I | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 25 | 8 | 47 | 5 | V | Foreign Large Blend |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VSGEX | Virtus SGA International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VSFSX | Federated Hermes Clover Small Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFRX | Federated Hermes Clover Small Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFIX | Federated Hermes Clover Small Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFCX | Federated Hermes Clover Small Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFAX | Federated Hermes Clover Small Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Mid-Cap Blend |
| VSENX | JPMorgan Small Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VSEIX | JPMorgan Small Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| VSEAX | JPMorgan Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 1 | 8 | 2 | 2 | X | Large Value |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| VSCRX | Virtus KAR Small-Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Blend |
| VSCNX | Natixis Vaughan Nelson Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Small Blend |
| VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 74 | 51 | 126 | 60 | X | Target-Date 2065+ |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| VRTPX | Vanguard Real Estate II Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | 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 | 0 | 0 | 2 | X | Small Growth |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2060 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VREQX | NYLI CBRE Real Estate Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VREMX | Virtus SGA Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| VQSRX | Virtus KAR Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 16 | 21 | 25 | 25 | X | Large Blend |
| VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 2 | 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 | 2 | 6 | X | Global Large-Stock Blend |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Moderate Allocation |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 8 | 4 | 16 | 12 | X | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 8 | 4 | 16 | 12 | 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 |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 7 | 5 | 16 | 10 | X | Large Blend |
| VPC | Virtus Private Credit ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Nontraditional Bond |
| 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 | TCW Transform 500 ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | V | Large Blend |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 12 | X | Large Growth |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| VOLMX | Volumetric | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VNVYX | Natixis Vaughan Nelson Mid Cap Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| VNVNX | Natixis Vaughan Nelson Mid Cap N | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| VNVCX | Natixis Vaughan Nelson Mid Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| VNVAX | Natixis Vaughan Nelson Mid Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| VNUYX | Vontobel U.S. Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
| VNUAX | Vontobel U.S. Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
| VNSYX | Natixis Vaughan Nelson Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| VNSNX | Natixis Vaughan Nelson Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| VNSE | Natixis Vaughan Nelson Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| VNSCX | Natixis Vaughan Nelson Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| VNSAX | Natixis Vaughan Nelson Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| VNIYX | Vontobel International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIIX | Vontobel International Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIAX | Vontobel International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNGYX | Vontobel Global Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Value |
| VNGIX | Vontobel Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Value |
| VNGAX | Vontobel Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Value |
| VNEYX | Vontobel Global Environmental Change Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNEAX | Vontobel Global Environmental Change A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNAM | Global X MSCI 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 | 8 | 14 | 11 | X | Large Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 11 | 9 | 14 | 13 | X | Global Large-Stock Blend |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 11 | 9 | 14 | 13 | X | Global Large-Stock Blend |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap 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 | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Small Value |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VMCCX | Virtus KAR Mid-Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 5 | 8 | 12 | 6 | X | Large Value |
| VMACX | Virtus KAR Mid-Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2065+ |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Large Value |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Value |
| VLSRX | Virtus KAR Long/Short Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Long-Short Equity |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 66 | 45 | X | Moderate Allocation |
| VLSIX | Virtus KAR Long/Short Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Long-Short Equity |
| VLSCX | Virtus KAR Long/Short Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Long-Short Equity |
| VLSAX | Virtus KAR Long/Short Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Long-Short Equity |
| VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VLMIX | Value Line Mid Cap Focused Institutional | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VLLU | Harbor AlphaEdge Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 6 | 4 | 3 | X | Large Value |
| VLLIX | Value Line Larger Companies Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLIIX | Value Line Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Moderate Allocation |
| VLIFX | Value Line Mid Cap Focused | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VLEQX | Villere Equity | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| VLEOX | Value Line Small Cap Opportunities Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| VLEIX | Value Line Small Cap Opportunities Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Growth |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLAIX | Value Line Asset Allocation Instl | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Moderate Allocation |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 35 | 33 | 66 | 45 | X | Moderately Aggressive Allocation |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Large Blend |
| VLAAX | Value Line Asset Allocation Investor | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Moderate Allocation |
| VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 15 | 15 | 18 | 19 | X | Large Value |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 32 | 39 | 43 | 48 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 32 | 39 | 41 | 47 | X | Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 32 | 39 | 41 | 47 | X | Large Blend |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2060 |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 76 | 57 | X | Target-Date 2065+ |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 1 | 9 | 11 | 8 | X | Large Blend |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VIOIX | VELA Income Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Small Growth |
| VIOAX | VELA Income Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Moderately Aggressive Allocation |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VINEX | Vanguard International Explorer Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Growth |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VIMCX | Virtus KAR Mid-Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 8 | 8 | 7 | 10 | X | Mid-Cap Blend |
| VILSX | Value Line Select Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VILLX | Villere Balanced Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Moderately Aggressive Allocation |
| VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 14 | 4 | 29 | 4 | X | Foreign Large Value |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIDI | Vident International Equity Strategy ETF | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Large Value |
| VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Large Blend |
| VICVX | USA Mutuals Vice Institutional | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICEX | USA Mutuals Vice Investor | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICE | AdvisorShares Vice ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 10 | 18 | 16 | 15 | X | Large Value |
| VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Global Large-Stock Blend |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 2 | 3 | 9 | 8 | X | Large Blend |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 2 | 3 | 9 | 8 | X | Large Blend |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 43 | 13 | 84 | 13 | X | Foreign Large Blend |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 34 | 39 | 48 | 52 | X | Moderate Allocation |
| VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSIX | Vanguard Real Estate Index Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Global Large-Stock Value |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Large-Stock Value |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| VGLSX | VALIC Company I Global Strategy | Owns companies we recommend for divestment | 12 | 15 | 29 | 14 | X | Global Allocation |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 16 | 21 | 25 | 25 | X | Large Blend |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 12 | 17 | 19 | 21 | X | Mid-Cap Value |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 6 | 16 | 16 | 17 | V | Large Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 20 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 20 | 4 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 9 | 9 | 7 | X | Mid-Cap Blend |
| VFPIX | Private Capital Management Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2040 |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 6 | 7 | 13 | 13 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 13 | 13 | 12 | 21 | X | Mid-Cap Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 11 | 14 | 18 | 17 | X | Mid-Cap Value |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 9 | 12 | 17 | 14 | X | Mid-Cap Value |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 0 | X | Large Value |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2050 |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Target-Date 2055 |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 3 | 6 | 2 | 7 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 3 | 6 | 2 | 7 | X | Small Growth |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEUVX | JPMorgan Europe Dynamic R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | X | Europe Stock |
| VEUCX | JPMorgan Europe Dynamic C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| VEUAX | JPMorgan Europe Dynamic A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Europe Stock |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 24 | 9 | 54 | 12 | X | Foreign Large Blend |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VESMX | VELA Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 11 | 7 | 23 | 6 | 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 |
| VESAX | VELA Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VERS | ProShares Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VELIX | VELA Large Cap Plus I | Owns companies we recommend for divestment | 1 | 6 | 6 | 7 | X | Large Blend |
| VELAX | VELA Large Cap Plus A | Owns companies we recommend for divestment | 1 | 6 | 6 | 7 | X | Large Blend |
| VEITX | VELA International I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 8 | 10 | 16 | 8 | X | Large Value |
| VEILX | VELA International A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid 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 | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 12 | V | Large Growth |
| VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Natural Resources |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 39 | 12 | 75 | 12 | X | Foreign Large Blend |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Large Blend |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 30 | 36 | 42 | 47 | X | Large Growth |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 73 | 50 | 114 | 59 | X | Moderate Allocation |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 12 | 11 | 11 | X | Large Blend |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 6 | 7 | 12 | 12 | X | Large Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 3 | 3 | 11 | 11 | X | Technology |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 13 | 4 | V | Foreign Large Blend |
| VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRIX | NYLI CBRE Global Infrastructure Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRAX | NYLI CBRE Global Infrastructure Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| 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 |
| VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 4 | 11 | 11 | X | Large Value |
| VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| VCGEX | VALIC Company I Emerg Economies | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 20 | 26 | 28 | 33 | X | Large Blend |
| VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 7 | 13 | 14 | 11 | X | Large Growth |
| VCAR | Simplify Volt TSLA Revolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Moderate Allocation |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 12 | 7 | 18 | X | Small Value |
| VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Small Growth |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 62 | 36 | 108 | 45 | X | Global Allocation |
| VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 62 | 36 | 108 | 45 | X | Global Allocation |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 32 | 39 | 42 | 47 | X | Moderate Allocation |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 10 | 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 we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Value |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 75 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| VARCX | First Trust Merger Arbitrage Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| VARBX | First Trust Merger Arbitrage Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| VARAX | FirstTrust Merger Arbitrage Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large Growth |
| VAMO | Cambria Value and Momentum ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 4 | X | Equity Hedged |
| VALSX | Value Line Select Growth Fund | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 6 | 13 | 15 | 12 | X | Large Value |
| VALLX | Value Line Larger Companies Focused Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| VALIX | Value Line Capital Appreciation Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Moderate Allocation |
| VALAX | Al Frank Adv | Owns companies we recommend for divestment | 2 | 7 | 9 | 7 | X | Large Value |
| VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 2 | 6 | 6 | X | Global Large-Stock Value |
| VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Blend |
| VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| UYM | ProShares Ultra Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| UYG | ProShares Ultra Financials | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Trading--Leveraged Equity |
| UWM | ProShares Ultra Russell2000 | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Trading--Leveraged Equity |
| UVALX | Victory Value | Owns companies we recommend for divestment | 7 | 8 | 13 | 10 | X | Large Value |
| UUOAX | GMO U.S. Opportunistic Value Vi | Owns companies we recommend for divestment | 3 | 9 | 17 | 9 | X | Large Value |
| UTRN | Vesper US Large Cap S-T Rvrsl Stgy ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Large Blend |
| UTPSX | ProFunds Utilities UltraSector Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| UTPIX | ProFunds Utilities UltraSector Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| UTMAX | Victory Target Managed Allocation | Owns companies we recommend for divestment | 9 | 10 | 22 | 19 | X | Tactical Allocation |
| UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | V | Large Growth |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Value |
| USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 6 | 8 | 8 | X | Technology |
| USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| USSE | Segall Bryant & Hamill Select Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
| USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 6 | 8 | 8 | X | Technology |
| USRTX | Horizon Multi-Factor U.S. Equity Advisor | Owns companies we recommend for divestment | 8 | 12 | 12 | 14 | X | Large Blend |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| USRD | Themes US R&D Champions ETF | Owns companies we recommend for divestment | 2 | 1 | 8 | 5 | X | Large Blend |
| USRAX | Horizon Multi-Factor U.S. Equity Inv | Owns companies we recommend for divestment | 8 | 12 | 12 | 14 | X | Large Blend |
| USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| USPVX | Union Street Partners Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 19 | 21 | 28 | 28 | X | Large Blend |
| USPFX | Union Street Partners Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| USPCX | Union Street Partners Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 13 | 11 | 15 | V | Large Blend |
| USNQX | Victory 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 | 8 | 11 | 13 | 14 | X | Large Blend |
| USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 13 | 19 | 15 | 20 | X | Mid-Cap Blend |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 9 | 10 | 10 | 16 | X | Mid-Cap Blend |
| USMC | Principal US Mega-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Large Blend |
| USLYX | JHancock U.S. Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| USLUX | US Global Investors Global Luxury Goods | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Consumer Cyclical |
| USLIX | JHancock U.S. Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| USLCX | JHancock U.S. Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Large Value |
| USIFX | Victory International | Owns companies we recommend for divestment | 6 | 5 | 14 | 5 | X | Foreign Large Blend |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 10 | 19 | 21 | 19 | X | Large Blend |
| USGLX | JHancock U.S. Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| USERX | US Global Investors Gld & Prec Mtls | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USEMX | Victory Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| USD | ProShares Ultra Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderate Allocation |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 4 | 9 | 16 | 17 | V | Large Blend |
| USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 11 | 13 | 23 | 13 | X | Global Large-Stock Blend |
| USCF | Themes US Cash Flow Champions ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 1 | X | Large Value |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 4 | 8 | 4 | 7 | X | Small Blend |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 4 | 9 | 16 | 17 | V | Large Blend |
| USBSX | Victory Cornerstone Moderate | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderate Allocation |
| USBOX | Pear Tree Quality Ordinary | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Blend |
| USBNX | Pear Tree Polaris Small Cap Ord | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
| URTY | ProShares UltraPro Russell2000 | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Trading--Leveraged Equity |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 71 | 50 | 120 | 57 | X | Target-Date 2030 |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 28 | 56 | 40 | X | Global Large-Stock Blend |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 71 | 47 | 120 | 55 | X | Target-Date 2060 |
| URNQX | Victory Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| URNM | Sprott Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| URNJ | Sprott Junior Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 6 | 5 | 14 | 5 | X | Foreign Large Blend |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 71 | 50 | 120 | 57 | X | Target-Date 2040 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 71 | 50 | 120 | 56 | X | Target-Date 2050 |
| URE | ProShares Ultra Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| URAN | Themes Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| UPUPX | Upright Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
| UPRO | ProShares UltraPro S&P500 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Trading--Leveraged Equity |
| UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| UPGD | Invesco Bloomberg Analyst Rating Imp ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Blend |
| UPDDX | Upright Growth & Income | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Large Growth |
| UOPSX | ProFunds UltraNASDAQ-100 Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Trading--Leveraged Equity |
| UOPIX | ProFunds UltraNASDAQ-100 Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Trading--Leveraged Equity |
| UNWPX | US Global Investors World Prec Mnral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UMPSX | ProFunds UltraMid Cap Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Trading--Leveraged Equity |
| UMPIX | ProFunds UltraMid Cap Inv | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Trading--Leveraged Equity |
| UMMA | Wahed Dow Jones Islamic World ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| UMLAX | Columbia Select Large Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| UMI | USCF Midstream Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEBX | Columbia Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMDD | ProShares UltraPro MidCap400 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| UMBHX | Carillon Scout Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 8 | 10 | 12 | 11 | X | Large Value |
| ULTY | YieldMax Ultra Option Income Strat ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Derivative Income |
| ULPSX | ProFunds UltraBull Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Trading--Leveraged Equity |
| ULPIX | ProFunds UltraBull Inv | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Trading--Leveraged Equity |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | V | Global Large-Stock Blend |
| UIVVX | MFS Intrinsic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVRX | MFS Intrinsic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVQX | MFS Intrinsic Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVPX | MFS Intrinsic Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVNX | MFS Intrinsic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVMX | MFS Intrinsic Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 2 | X | Foreign Large Value |
| UIVIX | MFS Intrinsic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVCX | MFS Intrinsic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 8 | X | Large Growth |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 7 | 8 | 13 | 10 | X | Large Value |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 4 | 8 | 4 | 7 | X | Small Blend |
| UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UINQX | Victory Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Large Value |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 6 | 5 | 14 | 5 | X | Foreign Large Blend |
| UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 7 | X | Large Growth |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 10 | 19 | 21 | 19 | X | Large Blend |
| UIEMX | Victory Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 11 | 13 | 23 | 13 | X | Global Large-Stock Blend |
| UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 9 | 11 | 22 | 14 | X | Global Large-Stock Blend |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 9 | 11 | 22 | 14 | X | Global Large-Stock Blend |
| UGLSX | JHancock U.S. Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 5 | 8 | 8 | 5 | X | Global Large-Stock Value |
| UFO | Procure Space ETF | Owns companies we recommend for divestment | 7 | 0 | 6 | 6 | X | Industrials |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| UEPSX | ProFunds Europe 30 Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Europe Stock |
| UEPIX | ProFunds Europe 30 Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Europe Stock |
| UEMPX | UBS Emerging Markets Equity Opp P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UEIPX | UBS Engage For Impact P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| UDPSX | ProFunds Ultra Dow 30 Svc | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| UDPIX | ProFunds Ultra Dow 30 Inv | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 10 | 13 | 16 | 16 | X | Large Blend |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | V | Large Value |
| UCNQX | Victory Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 72 | 48 | 122 | 55 | X | Global Large-Stock Blend |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 77 | 53 | 132 | 62 | X | Moderately Aggressive Allocation |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UAPSX | ProFunds UltraSmall Cap Svc | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Trading--Leveraged Equity |
| UAPIX | ProFunds UltraSmall Cap Inv | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Trading--Leveraged Equity |
| UANQX | Victory Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TXSS | Texas Capital Texas Sm Cp Eq Idx ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Blend |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderate Allocation |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 73 | 50 | 124 | 58 | X | Moderately Aggressive Allocation |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWMTX | Transamerica US Growth T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | 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 | 5 | 6 | 6 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | 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 | 3 | 6 | 8 | 11 | V | Moderate Allocation |
| TWAIX | Thrivent International Allocation S | Owns companies we recommend for divestment | 8 | 2 | 21 | 5 | X | Foreign Large Blend |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| TWAAX | Thrivent International Allocation A | Owns companies we recommend for divestment | 8 | 2 | 21 | 5 | X | Foreign Large Blend |
| TVSVX | Third Avenue Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TVRVX | Third Avenue Real Estate Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRIX | NAA Allocation Fund Institutional | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRCX | NAA Allocation Fund C | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| TVRAX | NAA Allocation Fund A | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| TVOYX | Touchstone Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOIX | Touchstone Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOCX | Touchstone Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOAX | Touchstone Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVLYX | Touchstone Value Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLRX | Touchstone Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLIX | Touchstone Value Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLCX | Touchstone Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVLAX | Touchstone Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2060 |
| TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVFVX | Third Avenue Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TVFRX | NAA Allocation Fund P | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TUGN | STF Tactical Growth & Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Moderate Allocation |
| TUG | STF Tactical Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Moderate Allocation |
| TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2055 |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| 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 | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2055 |
| TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2045 |
| TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | 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 we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| TTAC | FCF US Quality ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 4 | X | Large Blend |
| TSYZX | AMG TimesSquare Global Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
| TSYNX | AMG TimesSquare Global Small Cap N | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
| TSYIX | AMG TimesSquare Global Small Cap I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
| TSWMX | TSW Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Large Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 19 | 21 | 30 | 29 | X | Large Blend |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSVCX | Timothy Plan Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TSUMX | Thornburg Summit I | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Moderate Allocation |
| TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TSRPX | Nuveen Quant Small Cap Equity Premier | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 12 | 13 | 22 | 20 | X | Large Blend |
| TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 4 | 4 | 10 | 11 | X | Technology |
| TSNCX | Touchstone Sands Capital Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| TSNAX | Touchstone Sands Capital Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 3 | 3 | 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 | 1 | 1 | 2 | V | Mid-Cap Blend |
| TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSLT | T-REX 2X Long Tesla Daily Target ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| TSLSX | Transamerica International Sm Cp Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 6 | 2 | 13 | 6 | X | Foreign Large Blend |
| TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| TSGUX | Morgan Stanley Pathway Sm-Mid Cap Eq | Owns companies we recommend for divestment | 14 | 18 | 14 | 21 | X | Small Blend |
| TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderately Aggressive Allocation |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | V | Large Growth |
| TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2065+ |
| TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSCWX | Nuveen Quant Small Cap Equity W | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCHX | Nuveen Quant Small Cap Equity I | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAMX | Thornburg Summit A | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Moderate Allocation |
| TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Aggressive Allocation |
| TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| TRZYX | T. Rowe Price Latin America Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Latin America Stock |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | X | Small Blend |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | 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 | 5 | 4 | 8 | 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 | 3 | 0 | X | Japan Stock |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | 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 | 6 | X | Large Blend |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRVRX | Nuveen Mid Cap Value Retire | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVPX | Nuveen Mid Cap Value Premier | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| TRVHX | Nuveen Mid Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Large Blend |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Growth |
| TRSPX | Nuveen S&P 500 Index Retire | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 6 | 1 | 4 | 8 | X | Small Value |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 9 | 9 | 19 | 16 | X | Moderately Aggressive Allocation |
| TRSEX | Nuveen Quant Small Cap Equity Ret | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TRSCX | Nuveen Large Cap Responsible Eq Retire | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TRRSX | Nuveen Real Estate Sec Sel Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | Nuveen Real Estate Sec Sel Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | 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 | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TRRBX | T. Rowe Price Retirement 2020 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TRPWX | Nuveen Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
| TRPSX | Nuveen Large Cap Responsible Eq Premier | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| TRPGX | Nuveen Core Equity Premier | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 9 | 9 | 19 | 16 | X | Moderate Allocation |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | X | Foreign Large Blend |
| TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 9 | 14 | 19 | 13 | X | Large Value |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRLAX | T. Rowe Price Retirement Income 2020 Inv | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRIRX | Nuveen Large Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
| TRIPX | Nuveen International Eq Idx Premier | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRIHX | Nuveen Large Cap Gr Idx I | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 6 | 1 | 8 | 3 | X | Foreign Large Value |
| TRIEX | Nuveen International Eq Idx Retire | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| TRHBX | Nuveen Small Cap Blend Idx I | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 3 | 5 | 6 | 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 | Nuveen Mid Cap Growth Premier | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| TRGMX | Nuveen Mid Cap Growth Retire | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| TRGIX | Nuveen Core Equity Retire | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 6 | 1 | 7 | 3 | X | Industrials |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 10 | X | Technology |
| TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Technology |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| TRERX | Nuveen International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREPX | Nuveen 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 |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TRDFX | Steward Values Enhanced SmMidCapIndex A | Owns companies we recommend for divestment | 7 | 13 | 12 | 15 | X | Small Blend |
| TRDBX | T. Rowe Price Retirement 2020 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2050 |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2045 |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2065+ |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2055 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2060 |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2040 |
| TRBIX | Nuveen Small Cap Blend Idx Retire | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| 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 | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TRABX | T. Rowe Price Retirement Income 2020 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2020 |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYP | Tortoise North American Pipeline | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPWCX | Nuveen Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TPVIX | Timothy Plan Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TPSC | Timothy Plan US Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Small Blend |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 9 | 9 | 19 | 16 | X | Moderate Allocation |
| TPLNX | Timothy Plan Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TPLIX | Timothy Plan Large/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TPLE | Timothy Plan US Large/Mid Cp Cr Enh ETF | Owns companies we recommend for divestment | 8 | 3 | 6 | 8 | X | Mid-Cap Blend |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | Owns companies we recommend for divestment | 8 | 3 | 6 | 8 | X | Mid-Cap Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TPIIX | Timothy Plan International I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPIF | Timothy Plan International ETF | Owns companies we recommend for divestment | 6 | 2 | 14 | 2 | X | Foreign Large Blend |
| TPICX | Timothy Plan International C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPIAX | Timothy Plan International A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPHE | Timothy Plan High Dividend Stock Enh ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| TPHD | Timothy Plan High Dividend Stock ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| TPCIX | Timothy Plan Israel Common Values C | Owns companies we recommend for divestment | 14 | 1 | 22 | 1 | X | Miscellaneous Region |
| TPAIX | Timothy Plan Israel Common Values A | Owns companies we recommend for divestment | 14 | 1 | 22 | 1 | X | Miscellaneous Region |
| TOWTX | Towpath Technology Inst | Owns companies we recommend for divestment | 1 | 2 | 6 | 7 | X | Technology |
| TOWFX | Towpath Focus Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| TOVYX | American Beacon EAM Int Small Cap Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 5 | X | Foreign Large Blend |
| TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TORYX | Torray Fund | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
| TORTX | Tortoise Energy Infrastructure TR A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORIX | Tortoise Energy Infrastructure TR Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORCX | Tortoise Energy Infrastructure TR C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TOPT | iShares Top 20 U.S. Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Blend |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLL | Tema Monopolies and Oligopolies ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 4 | X | Large Growth |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 34 | 27 | 50 | 37 | X | Global Large-Stock Blend |
| TOIIX | Touchstone International Value Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Value |
| TOGA | Tremblant Global ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TOCQX | Tocqueville | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Large Blend |
| TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
| TNWCX | Nuveen Social Choice LwCrbn Eq R6 | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TNVRX | 1290 GAMCO Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVIX | 1290 GAMCO Small/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVAX | 1290 GAMCO Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
| TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
| TNBRX | 1290 SmartBeta Equity R | Owns companies we recommend for divestment | 11 | 12 | 20 | 16 | X | Global Large-Stock Blend |
| TNBIX | 1290 SmartBeta Equity I | Owns companies we recommend for divestment | 11 | 12 | 20 | 16 | X | Global Large-Stock Blend |
| TNBAX | 1290 SmartBeta Equity A | Owns companies we recommend for divestment | 11 | 12 | 20 | 16 | X | Global Large-Stock Blend |
| TMVIX | Timothy Plan Large/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TMVAX | RBC Microcap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 7 | 12 | 13 | 10 | X | Large Value |
| TMLPX | Transamerica Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 22 | 17 | X | Large Blend |
| TMLAX | Transamerica Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 18 | 16 | 31 | 26 | X | Moderate Allocation |
| TMFX | Motley Fool Next ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| TMFS | Motley Fool Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| TMFM | Motley Fool Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMFG | Motley Fool Global Opportunities ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Global Large-Stock Growth |
| TMFE | Motley Fool Capital Efficiency 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TMFC | Motley Fool 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 6 | 4 | X | Large Growth |
| TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 5 | 1 | 1 | X | Mid-Cap Value |
| TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCLX | Transamerica Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| TMAT | Main Thematic Innovation ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Global Small/Mid Stock |
| TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2035 |
| TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2060 |
| TLWCX | Nuveen Social Choice LwCrbn Eq A | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 12 | 4 | X | Large Value |
| TLVCX | Timothy Plan Large/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TLVAX | Timothy Plan Large/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TLTE | FlexShares Mstar EmgMkts FctTilt ETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 1 | X | Diversified Emerging Mkts |
| TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 36 | 11 | 64 | 11 | X | Foreign Large Value |
| TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2040 |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 6 | 9 | 14 | 8 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 6 | 9 | 14 | 8 | X | Large Value |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 6 | 9 | 14 | 8 | X | Large Value |
| TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2045 |
| TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2050 |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2030 |
| TLGYX | Touchstone Large Company Growth Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TLGUX | Morgan Stanley Pathway Large Cap Eq | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| TLGCX | Timothy Plan Large/Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TLGAX | Timothy Plan Large/Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | V | Large Blend |
| TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | V | Large Blend |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | V | Large Blend |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TISPX | Nuveen S&P 500 Index R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TISEX | Nuveen Quant Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TISCX | Nuveen Large Cap Responsible Eq R6 | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
| TISBX | Nuveen Small Cap Blend Idx R6 | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| TISAX | Nuveen S&P 500 Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIREX | Nuveen Real Estate Sec Sel R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TIOVX | Nuveen International Opps W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOTX | Nuveen International Opps Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOSX | Nuveen International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOPX | Nuveen International Opps Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOIX | Nuveen International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOHX | Nuveen International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TINY | ProShares Nanotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Natural Resources |
| TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIMVX | Nuveen Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Moderate Allocation |
| TIME | Clockwise Core Equity & Innovation ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Technology |
| TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 28 | 34 | 40 | 45 | X | Large Blend |
| TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILIX | Nuveen Large Cap Gr Idx R6 | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
| TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TIIRX | Nuveen Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TIIEX | Nuveen International Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHGX | The Investment House Growth | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIGVX | Thornburg International Growth R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGRX | Nuveen Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIEWX | Nuveen International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEUX | Morgan Stanley Pathway Intl Eq | Owns companies we recommend for divestment | 14 | 6 | 24 | 8 | X | Foreign Large Blend |
| TIERX | Nuveen International Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TIEHX | Nuveen International Eq I | 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 |
| TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| TICRX | Nuveen Large Cap Responsible Eq A | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
| TICIX | Timothy Plan Israel Common Values I | Owns companies we recommend for divestment | 14 | 1 | 22 | 1 | X | Miscellaneous Region |
| TICHX | Nuveen Large Cap Responsible Eq I | Owns companies we recommend for divestment | 2 | 8 | 6 | 5 | V | Large Blend |
| TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Global Allocation |
| TIAGX | Timothy Plan Small/Mid Cap Growth Cl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Growth |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THRO | iShares U.S. Thematic Rotation ActiveETF | Owns companies we recommend for divestment | 6 | 9 | 9 | 10 | X | Large Growth |
| THPMX | Thompson MidCap | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Blend |
| THPGX | Thompson LargeCap | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 4 | 4 | X | Global Large-Stock Blend |
| THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| THNQ | Robo Global® Artificial Intelligence ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
| THMGX | Thornburg Emerging Markets Mgd Acct I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THMEX | CCT Thematic Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| THIGX | Thornburg Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THCGX | Thornburg Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| 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 |
| TGWTX | Transamerica Large Growth I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TGWRX | Transamerica Large Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TGWFX | Transamerica Large Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TGVYX | Touchstone Growth Opportunities Y | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Large Growth |
| TGVVX | Touchstone Growth Opportunities Instl | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Large Growth |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVOX | TCW Relative Value Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Value |
| TGVNX | TCW Relative Value Mid Cap N | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Value |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVFX | Touchstone Growth Opportunities A | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Large Growth |
| TGVCX | Touchstone Growth Opportunities C | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Large Growth |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGSAX | Templeton Global Smaller Comp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| TGRYX | TCW Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| TGRT | T. Rowe Price Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TGRHX | Transamerica International Focus A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGRGX | Transamerica International Focus I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGRFX | Transamerica International Focus R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGREX | TCW Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| TGLR | LAFFER|TENGLER Equity Income ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
| TGIWX | Nuveen Core Equity W | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 9 | 9 | 19 | 16 | X | Moderately Aggressive Allocation |
| TGIHX | Nuveen Core Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| TGFRX | Tanaka Growth | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Large Growth |
| TGDVX | TCW Relative Value Large Cap N | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| TGDIX | TCW Relative Value Large Cap I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Value |
| TGCNX | TCW Select Equities N | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TGCEX | TCW Select Equities I | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
| TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 14 | 8 | 24 | 18 | X | Global Allocation |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TFOIX | Transamerica Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 46 | 44 | 77 | 57 | X | Target-Date 2065+ |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Financial |
| TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Blend |
| TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| TFCGX | Taylor Frigon Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Small Growth |
| TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| TEWCX | Nuveen Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TEURX | Franklin Mutual International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | 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 | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TESGX | Templeton Global Smaller Comp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 7 | X | Large Value |
| TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 2 | 0 | 9 | 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 | 0 | 3 | 1 | V | Foreign Large Blend |
| TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| TEPSX | ProFunds Technology UltraSector Svc | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Trading--Leveraged Equity |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| TEPIX | ProFunds Technology UltraSector Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Trading--Leveraged Equity |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 9 | 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 | 2 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| TEMVX | Nuveen Emerging Markets Eq W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TEMSX | Nuveen Emerging Markets Eq Retiremt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMRX | Nuveen Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| TEMPX | Nuveen Emerging Markets Eq Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 | 7 | 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 | Nuveen Emerging Markets Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMIX | Franklin Mutual International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| TEMHX | Nuveen Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMGX | Templeton Global Smaller Comp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| TEK | iShares Technology Opports Act ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | X | Large Blend |
| TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFQX | Firsthand Technology Opportunities | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Technology |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 7 | 8 | 10 | 15 | X | Large Growth |
| TEEAX | RBC Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
| TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
| TECL | Direxion Daily Technology Bull 3X ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Trading--Leveraged Equity |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
| 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 | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDVI | FT Cboe Vest Tech Div Trgt Inc ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Derivative Income |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TDVFX | Towle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| TDV | ProShares S&PTech Div Arstcrts ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
| TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Technology |
| TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Foreign Large Blend |
| TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| 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 |
| TDEIX | Transamerica US Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2055 |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2030 |
| TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2060 |
| TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| TCSEX | Nuveen Quant Small Cap Equity A | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Blend |
| TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCREX | Nuveen Real Estate Sec Sel A | 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 | 5 | 6 | 6 | X | Large Growth |
| TCPWX | Transamerica Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2045 |
| TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCMVX | Nuveen Mid Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2050 |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| TCMPX | AMG TimesSquare International SmallCap N | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| TCMHX | Nuveen Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
| TCMGX | Nuveen Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Growth |
| TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2050 |
| TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2040 |
| TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2040 |
| TCIWX | Nuveen International Eq Idx W | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2035 |
| TCIHX | Nuveen International Eq Idx I | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCIEX | Nuveen International Eq Idx R6 | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | 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 | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 54 | 36 | 91 | 39 | X | Target-Date 2030 |
| TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCFSCV | Thrivent Core Small Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 64 | 32 | 111 | 44 | X | Target-Date 2035 |
| TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 31 | 38 | 42 | 47 | 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 | Nuveen Social Choice LwCrbn Eq I | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TCBIX | Covered Bridge I | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Derivative Income |
| TCBAX | Covered Bridge A | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Derivative Income |
| TCAGX | Timothy Plan Small/Mid Cap Growth Cl C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Growth |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2035 |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2030 |
| TBLU | Tortoise Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2065+ |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2060 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2055 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2050 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2045 |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2040 |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2035 |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 37 | 40 | 52 | 52 | X | Target-Date 2030 |
| TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
| TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| TBG | TBG Dividend Focus ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Large Value |
| TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Moderate Allocation |
| TAVZX | Third Avenue Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TAVFX | Third Avenue Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TASZX | Third Avenue Small Cap Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| TASCX | Third Avenue Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TARZX | Third Avenue Real Estate Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TARKX | Tarkio | Owns companies we recommend for divestment | 1 | 4 | 3 | 1 | X | Mid-Cap Blend |
| TAREX | Third Avenue Real Estate Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TANDX | Castle Tandem Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Aggressive Allocation |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Aggressive Allocation |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 18 | 16 | 31 | 26 | X | Aggressive Allocation |
| TAGHX | Transamerica US Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 34 | 26 | 64 | 33 | X | Global Large-Stock Blend |
| TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TAGDX | Transamerica Large Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 6 | X | Large Blend |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TADCX | Transamerica US Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TADAX | Transamerica US Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Moderate Allocation |
| TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 18 | 16 | 31 | 26 | X | Moderate Allocation |
| TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 18 | 16 | 31 | 26 | X | Aggressive Allocation |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TAAGX | Timothy Plan Small/Mid Cap Growth Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Growth |
| TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 26 | 30 | 39 | 41 | X | Moderate Allocation |
| TAAEX | Transamerica Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| SZNE | Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | Owns companies we recommend for divestment | 14 | 9 | 21 | 20 | X | Large Blend |
| SZCRX | DWS Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCIX | DWS Small Cap Core Inst | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCCX | DWS Small Cap Core C | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCAX | DWS Small Cap Core A | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Health |
| SYLD | Cambria Shareholder Yield ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Mid-Cap Value |
| SXQG | ETC 6 Meridian Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| SXPRX | DWS S&P 500 Index R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| SXPCX | DWS S&P 500 Index C | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| SXPAX | DWS S&P 500 Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2065+ |
| SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2060 |
| SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2050 |
| SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2055 |
| SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2045 |
| SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2040 |
| SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2035 |
| SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2030 |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 47 | X | Large Blend |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| SWRLX | Touchstone International Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Value |
| SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2065+ |
| SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2060 |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| SWP | SWP Growth & Income ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Large Blend |
| SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2055 |
| SWOBX | Schwab Balanced | Owns companies we recommend for divestment | 19 | 15 | 46 | 16 | X | Moderate Allocation |
| SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2050 |
| SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2045 |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 13 | 6 | 28 | 6 | X | Foreign Large Growth |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 7 | 7 | X | Large Growth |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2035 |
| SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Moderately Aggressive Allocation |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 42 | 41 | 67 | 53 | X | Aggressive Allocation |
| SWFCX | Touchstone International Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Value |
| SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2040 |
| SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Aggressive Allocation |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 43 | 38 | 86 | 52 | X | Target-Date 2030 |
| SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 68 | 49 | 112 | 58 | X | Moderate Allocation |
| 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 | 3 | 4 | 7 | 8 | X | Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 8 | 11 | 14 | 10 | X | Mid-Cap Value |
| SVXYX | Smead International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXLX | Smead International Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXFX | Smead International Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXCX | Smead International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXAX | Smead International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | |
