| TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Moderate Allocation |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 4 | 4 | 19 | 6 | X | Global Large-Stock Blend |
| WPASX | AB Concentrated Growth A | 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 |
| WPCSX | AB Concentrated Growth C | 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 |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| CIAGX | AB Concentrated International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| CICGX | AB Concentrated International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 6 | 7 | 6 | X | Large Blend |
| CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | X | Global Large-Stock Growth |
| SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Value |
| GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| ABMVX | AB Mid Cap Value Port Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 3 | 7 | 8 | 8 | X | Large Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
| QUASX | AB Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUACX | AB Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUAIX | AB Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUAKX | AB Small Cap Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUARX | AB Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| QUAZX | AB Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| SCAVX | AB Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SCYVX | AB Small Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SCCVX | AB Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | X | Global Large-Stock Blend |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 3 | 8 | 10 | 8 | X | Large Value |
| LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Large Blend |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 6 | 5 | 5 | X | Global Large-Stock Blend |
| JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 73 | 50 | 125 | 60 | X | Aggressive Allocation |
| AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Moderate Allocation |
| ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CHUSX | Alger Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| CHUCX | Alger Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| AFGIX | Alger Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| AFGZX | Alger Global Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Global Large-Stock Growth |
| ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| ALGAX | Alger International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AFGPX | Alger International Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALGCX | Alger International Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AIGIX | Alger International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALCZX | Alger International Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| FRTY | Alger Mid Cap 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| ALOAX | Alger Mid Cap Focus A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOCX | Alger Mid Cap Focus C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
| AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 7 | 10 | 16 | 13 | X | Large Blend |
| EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWRX | Allspring Discovery Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| WEMAX | Allspring Emerging Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| WEGRX | Allspring Emerging Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Moderate Allocation |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| WFSTX | Allspring Innovation Fund - Class A | 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 |
| WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFEAX | Allspring International Equity A | 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 |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
| EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
| EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Blend |
| STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 7 | 8 | 6 | X | Large Value |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| SOPVX | Allspring Opportunity A | 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 |
| WFOPX | Allspring Opportunity C | 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 |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 6 | X | Large Growth |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| SCVAX | Allspring Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| WDSCX | Allspring SMID Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| 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 |
| EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| WFPAX | Allspring Special Mid Cap Value A | 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 |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
| ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Blend |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Large Blend |
| LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| AVPEX | ALPS Global Opportunity III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| JRNY | ALPS Global Travel Beneficiaries ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Consumer Cyclical |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Europe Stock |
| OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Technology |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 5 | 9 | 6 | 7 | X | Large Value |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 2 | X | Small Blend |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Value |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Natural Resources |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMIGX | Amana Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| ADNAX | American Beacon ARK Transfmt Innov A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNCX | American Beacon ARK Transfmt Innov C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
| TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOVYX | American Beacon EAM Int Small Cap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
| BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 3 | 6 | 5 | 5 | X | Large Value |
| SHXAX | American Beacon Shapiro Equity Opps A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| SHXCX | American Beacon Shapiro Equity Opps C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Value |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 7 | 9 | 5 | 9 | X | Small Value |
| SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Mid-Cap Growth |
| SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Moderate Allocation |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Growth |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 10 | X | Large Value |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 10 | 9 | 19 | 13 | X | Large Blend |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGCLX | American Century Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCHX | American Century Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| TCRAX | American Century Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| TWRCX | American Century Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ACIHX | American Century Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| TWGIX | American Century Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AGWRX | American Century Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AGRDX | American Century Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| AGYWX | American Century Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
| ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ACILX | American Century Heritage G | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Foreign Large Value |
| ANTMX | American Century Intl Sm-Md Cp G | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 10 | X | Large Blend |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Value |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2035 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2040 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 72 | 47 | 120 | 59 | X | Target-Date 2045 |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2050 |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2055 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2060 |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 71 | 46 | 118 | 57 | X | Target-Date 2065+ |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 9 | 3 | 17 | 4 | X | Foreign Large Blend |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| AMAHX | American Century Small Cap Dividend A | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Small Value |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderately Aggressive Allocation |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 75 | 50 | 128 | 59 | X | Moderate Allocation |
| AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 10 | V | Large Blend |
| ESGY | American Century Sustainable Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | V | 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 |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 9 | 5 | X | Large Growth |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 7 | 11 | 14 | 11 | X | Large Value |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 5 | 12 | 12 | X | Large Growth |
| FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Moderate Allocation |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 6 | 11 | 14 | X | Large Value |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 11 | 22 | 18 | X | Global Large-Stock Blend |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
| FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 12 | 5 | X | Foreign Large Growth |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 9 | 8 | 15 | 15 | X | Large Blend |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 10 | 4 | 16 | 13 | X | Global Allocation |
| FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 23 | 23 | 37 | 28 | X | Global Large-Stock Growth |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 10 | 6 | 13 | 13 | X | Global Large-Stock Blend |
| FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 10 | 12 | 15 | 16 | X | Large Growth |
| FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 17 | 20 | 28 | 26 | X | Aggressive Allocation |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 9 | 7 | 11 | 8 | X | Moderately Aggressive Allocation |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Foreign Large Growth |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Foreign Large Blend |
| FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 9 | 7 | 15 | 14 | X | Large Blend |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 8 | 14 | 13 | X | Global Large-Stock Growth |
| FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 22 | 21 | 31 | 28 | X | Moderate Allocation |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Global Small/Mid Stock |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 11 | 10 | 17 | 17 | X | Large Blend |
| AMRAX | American Growth One A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRBX | American Growth One B | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRCX | American Growth One C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AMRGX | American Growth One D | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Global Large-Stock Growth |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Small Growth |
| MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWGIX | AMG GW&K Small Mid Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGVX | AMG GW&K Small Mid Cap Core N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
| MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 0 | X | Mid-Cap Blend |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
| FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQENX | AMG TimesSquare Emerging Mkts Sm Cp N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSYIX | AMG TimesSquare Global Small Cap I | 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 |
| TSYZX | AMG TimesSquare Global Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
| TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid 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 |
| TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| 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 |
| 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 |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| 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 |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| 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 |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Growth |
| MJ | Amplify Alternative Harvest ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Value |
| IDVO | Amplify CWP International Enh Div IncETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Blend |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
| EMFQ | Amplify Emerging Markets FinTech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Mid-Cap Blend |
| IVES | Amplify Global Cloud Technology ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Technology |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| IWIN | Amplify Inflation Fighter ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| IPAY | Amplify Mobile Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| NDIV | Amplify Natural Resources Div Inc ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
| MVPS | Amplify Thematic All-Stars ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 9 | X | Technology |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| GERM | Amplify Treatments, Testing and Adv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GAMR | Amplify Video Game Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| QTELX | AQR Emerging Multi-Style II I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| QTENX | AQR Emerging Multi-Style II N | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| QTERX | AQR Emerging Multi-Style II R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 7 | 4 | 15 | 4 | X | Foreign Large Growth |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Value |
| AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
| AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
| QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 10 | 7 | 13 | 15 | X | Large Blend |
| AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
| AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
| QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 11 | 14 | 14 | 18 | X | Large Growth |
| QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 8 | 12 | 18 | 11 | X | Large Blend |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Small Growth |
| QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
| ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 4 | 3 | 3 | X | Large Growth |
| APDDX | Artisan Global Discovery Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APHDX | Artisan Global Discovery Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APFDX | Artisan Global Discovery Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Growth |
| APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| APDMX | Artisan Mid Cap Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APHMX | Artisan Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ARTMX | Artisan Mid Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Mid-Cap Value |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Value |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Large Value |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 3 | V | Large Blend |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Global Large-Stock Blend |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 21 | 59 | 21 | X | Global Large-Stock Value |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 39 | 11 | 77 | 11 | X | Foreign Large Blend |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 20 | 3 | 43 | 4 | X | Foreign Large Value |
| AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
| AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 1 | X | Large Blend |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 37 | 10 | 65 | 11 | X | Foreign Large Blend |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 2 | 19 | 4 | X | Foreign Large Value |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 22 | 0 | X | Foreign Small/Mid Value |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 3 | 34 | 0 | X | Foreign Small/Mid Blend |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 47 | 123 | 55 | X | Moderate Allocation |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 20 | 6 | 42 | 10 | V | Foreign Large Blend |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | X | Large Value |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 10 | 9 | 7 | 15 | X | Mid-Cap Blend |
| AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 5 | X | Mid-Cap Value |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 6 | 4 | X | Small Blend |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 29 | 36 | 42 | 44 | X | Large Blend |
| AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 12 | 9 | X | Large Value |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 6 | X | Small Value |
| AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
| AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 17 | 2 | 25 | 1 | X | Foreign Small/Mid Value |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 28 | 34 | 39 | 43 | X | Large Blend |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 1 | 6 | X | Small Value |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 7 | V | Large Blend |
| NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGUIX | Baillie Gifford US Discovery Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| BGUKX | Baillie Gifford US Discovery K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BARIX | Baron Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BARUX | Baron Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BDFIX | Baron Discovery Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFUX | Baron Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BEXIX | Baron Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXUX | Baron Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGRIX | Baron Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRUX | Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BINDX | Baron India Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINUX | Baron India R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINRX | Baron India Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 3 | 5 | 7 | 11 | X | Aggressive Allocation |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 18 | 8 | X | Mid-Cap Blend |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Large Value |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Blend |
| BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 37 | 32 | 64 | 47 | X | Moderate Allocation |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 66 | 48 | X | Moderately Aggressive Allocation |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 3 | 8 | 12 | 11 | X | Global Large-Stock Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 9 | 4 | 19 | 7 | X | Foreign Large Blend |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 4 | 9 | 11 | 10 | X | Large Blend |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 8 | 11 | 11 | X | Large Growth |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 7 | 14 | 14 | 12 | X | Large Value |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Small Blend |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Small Growth |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Mid-Cap Blend |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| MAEFX | BlackRock EuroFund Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
| MDEFX | BlackRock EuroFund Inv A | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
| MCEFX | BlackRock EuroFund Inv C | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
| MKEFX | BlackRock Eurofund K | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
| MREFX | BlackRock EuroFund R | Owns companies we recommend for divestment | 1 | 1 | 1 | 4 | X | Europe Stock |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 5 | 11 | 9 | 9 | X | Large Growth |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 6 | 11 | 16 | 13 | X | Global Large-Stock Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 3 | 4 | 7 | 4 | X | Global Large-Stock Blend |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Global Large-Stock Value |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| BLCR | BlackRock Large Cap Core ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| BGRO | BlackRock Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BLCV | BlackRock Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2030 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2035 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2040 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2045 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2050 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2055 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2060 |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 62 | 50 | 103 | 59 | X | Target-Date 2065+ |
| BELT | BlackRock Long-Term U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Blend |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Mid-Cap Value |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | |
