0001567619-20-007476.txt : 20200403 0001567619-20-007476.hdr.sgml : 20200403 20200403102431 ACCESSION NUMBER: 0001567619-20-007476 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200403 DATE AS OF CHANGE: 20200403 EFFECTIVENESS DATE: 20200403 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SUMMIT FINANCIAL GROUP INC CENTRAL INDEX KEY: 0000811808 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 550672148 STATE OF INCORPORATION: WV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18100 FILM NUMBER: 20772077 BUSINESS ADDRESS: STREET 1: 300 NORTH MAIN ST CITY: MOOREFIELD STATE: WV ZIP: 26836 BUSINESS PHONE: 3045301000 MAIL ADDRESS: STREET 1: 300 NORTH MAIN ST CITY: MOOREFIELD STATE: WV ZIP: 26836 FORMER COMPANY: FORMER CONFORMED NAME: SOUTH BRANCH VALLEY BANCORP INC DATE OF NAME CHANGE: 19920703 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000811808 XXXXXXXX 03-31-2020 03-31-2020 SUMMIT FINANCIAL GROUP INC

300 NORTH MAIN ST MOOREFIELD WV 26836

13F HOLDINGS REPORT 028-18100 N Cynthia Higgins-Atwell 304-324-3306 /s/ Cynthia Higgins-Atwell Moorefield WV 04-03-2020 0 198 167551 false INFORMATION TABLE 2 form13fInfoTable.xml MEDTRONIC PLC SHS G5960L103 308 3415 SH SOLE 3415 0 0 MEDTRONIC PLC SHS G5960L103 16 175 SH OTR 175 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 347 4200 SH SOLE 4200 0 0 CHUBB LIMITED COM H1467J104 228 2043 SH SOLE 2043 0 0 AT&T INC COM 00206R102 1356 46511 SH SOLE 46511 0 0 AT&T INC COM 00206R102 199 6825 SH OTR 6412 0 413 ABBOTT LABS COM 002824100 628 7958 SH SOLE 7958 0 0 ABBOTT LABS COM 002824100 12 150 SH OTR 150 0 0 ABBVIE INC COM 00287Y109 714 9365 SH SOLE 9365 0 0 ABBVIE INC COM 00287Y109 15 200 SH OTR 200 0 0 ADOBE INC COM 00724F101 271 851 SH SOLE 851 0 0 AIR PRODS & CHEMS INC COM 009158106 888 4450 SH SOLE 4450 0 0 ALPHABET INC CAP STK CL A 02079K305 246 212 SH SOLE 212 0 0 ALTRIA GROUP INC COM 02209S103 230 5950 SH SOLE 5950 0 0 ALTRIA GROUP INC COM 02209S103 21 550 SH OTR 500 0 50 AMAZON COM INC COM 023135106 544 279 SH SOLE 279 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1008 12603 SH SOLE 12603 0 0 AMERICAN ELEC PWR CO INC COM 025537101 8 100 SH OTR 100 0 0 APPLE INC COM 037833100 2039 8017 SH SOLE 8017 0 0 AUTODESK INC COM 052769106 937 6000 SH SOLE 6000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 484 3540 SH SOLE 3540 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 14 100 SH OTR 100 0 0 BP PLC SPONSORED ADR 055622104 198 8100 SH SOLE 8100 0 0 BP PLC SPONSORED ADR 055622104 12 500 SH OTR 500 0 0 BAXTER INTL INC COM 071813109 768 9455 SH SOLE 9455 0 0 BECTON DICKINSON & CO COM 075887109 236 1028 SH SOLE 1028 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 574 3140 SH SOLE 3140 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23 124 SH OTR 0 0 124 BLACK HILLS CORP COM 092113109 563 8800 SH SOLE 8800 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 521 9350 SH SOLE 9350 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 6 100 SH OTR 100 0 0 CSX CORP COM 126408103 2211 38582 SH SOLE 38582 0 0 CSX CORP COM 126408103 187 3257 SH OTR 188 0 3069 CATERPILLAR INC DEL COM 149123101 447 3852 SH SOLE 3852 0 0 CHEVRON CORP NEW COM 166764100 495 6835 SH SOLE 6835 0 0 CHEVRON CORP NEW COM 166764100 7 100 SH OTR 100 0 0 CISCO SYS INC COM 17275R102 1303 33137 SH SOLE 33137 0 0 CISCO SYS INC COM 17275R102 26 652 SH OTR 652 0 0 COCA COLA CO COM 191216100 2168 49002 SH SOLE 49002 0 0 COCA COLA CO COM 191216100 119 2690 SH OTR 2690 0 0 COLGATE PALMOLIVE CO COM 194162103 731 11016 SH SOLE 11016 0 0 COLGATE PALMOLIVE CO COM 194162103 199 3000 SH OTR 3000 0 0 COMCAST CORP NEW CL A 20030N101 200 5820 SH SOLE 5820 0 0 COMCAST CORP NEW CL A 20030N101 35 1014 SH OTR 0 0 1014 CORTEVA INC COM 22052L104 242 10278 SH SOLE 10278 0 0 CORTEVA INC COM 22052L104 0 21 SH OTR 21 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 214 1482 SH SOLE 1482 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 34 237 SH OTR 237 0 0 DISNEY WALT CO COM DISNEY 254687106 1803 18665 SH SOLE 18665 0 0 DOLLAR GEN CORP NEW COM 256677105 227 1500 SH SOLE 1500 0 0 DOMINION ENERGY INC COM 25746U109 474 6560 SH SOLE 6560 0 0 DOMINION ENERGY INC COM 25746U109 4 62 SH OTR 62 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 602 7438 SH SOLE 7438 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 18 220 SH OTR 220 0 0 DUPONT DE NEMOURS INC COM 26614N102 355 10421 SH SOLE 10421 0 0 DUPONT DE NEMOURS INC COM 26614N102 1 21 SH OTR 21 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1237 6560 SH SOLE 6560 0 0 EMERSON ELEC CO COM 291011104 864 18127 SH SOLE 18127 0 0 EMERSON ELEC CO COM 291011104 100 2100 SH OTR 2100 0 0 EXXON MOBIL CORP COM 30231G102 1564 41192 SH SOLE 41192 0 0 EXXON MOBIL CORP COM 30231G102 239 6285 SH OTR 6197 0 88 FEDERATED HERMES INC CL B 314211103 191 10000 SH SOLE 10000 0 0 FIRST CMNTY BANKSHARES INC V COM 31983A103 1038 44556 SH SOLE 44556 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 666 5385 SH SOLE 5385 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 817 13120 SH SOLE 13120 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 427 26054 SH SOLE 26054 0 0 FISERV INC COM 337738108 1970 20743 SH SOLE 20743 0 0 GENERAL DYNAMICS CORP COM 369550108 694 5242 SH SOLE 5242 0 0 GENERAL ELECTRIC CO COM 369604103 160 20148 SH SOLE 20148 0 0 GENERAL ELECTRIC CO COM 369604103 21 2625 SH OTR 225 0 2400 GENERAL MLS INC COM 370334104 434 8222 SH SOLE 8222 0 0 HERSHEY CO COM 427866108 865 6525 SH SOLE 6525 0 0 HOME DEPOT INC COM 437076102 1667 8929 SH SOLE 8929 0 0 HOME DEPOT INC COM 437076102 66 355 SH OTR 255 0 100 HONEYWELL INTL INC COM 438516106 886 6620 SH SOLE 6620 0 0 INTEL CORP COM 458140100 2111 39010 SH SOLE 39010 0 0 INTEL CORP COM 458140100 27 500 SH OTR 500 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 691 8560 SH SOLE 8560 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 559 5043 SH SOLE 5043 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 439 3960 SH OTR 200 0 3760 INVESCO QQQ TR UNIT SER 1 46090E103 2918 15325 SH SOLE 15325 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2495 29696 SH SOLE 29696 0 0 ISHARES INC EM MKTS DIV ETF 464286319 209 7414 SH SOLE 7414 0 0 ISHARES TR S&P 100 ETF 464287101 466 3929 SH SOLE 3929 0 0 ISHARES TR CORE S&P TTL STK 464287150 219 3820 SH SOLE 3820 0 0 ISHARES TR SELECT DIVID ETF 464287168 1756 23882 SH SOLE 23882 0 0 ISHARES TR SELECT DIVID ETF 464287168 305 4150 SH OTR 4150 0 0 ISHARES TR TIPS BD ETF 464287176 271 2296 SH SOLE 2296 0 0 ISHARES TR CORE S&P500 ETF 464287200 2910 11261 SH SOLE 11261 0 0 ISHARES TR CORE S&P500 ETF 464287200 26 100 SH OTR 100 0 0 ISHARES TR CORE US AGGBD ET 464287226 13294 115231 SH SOLE 115231 0 0 ISHARES TR CORE US AGGBD ET 464287226 1010 8755 SH OTR 8755 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2678 78474 SH SOLE 78474 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 461 13500 SH OTR 13500 0 0 ISHARES TR IBOXX INV CP ETF 464287242 248 2010 SH SOLE 2010 0 0 ISHARES TR GLOBAL TECH ETF 464287291 244 1339 SH SOLE 1339 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1092 6619 SH SOLE 6619 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 538 4427 SH SOLE 4427 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 748 8635 SH SOLE 8635 0 0 ISHARES TR MSCI EAFE ETF 464287465 4889 91449 SH SOLE 91449 0 0 ISHARES TR MSCI EAFE ETF 464287465 472 8826 SH OTR 8826 0 0 ISHARES TR RUS MD CP GR ETF 464287481 937 7710 SH SOLE 7710 0 0 ISHARES TR RUS MID CAP ETF 464287499 1295 30005 SH SOLE 30005 0 0 ISHARES TR RUS MID CAP ETF 464287499 13 300 SH OTR 300 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3173 22054 SH SOLE 22054 0 0 ISHARES TR CORE S&P MCP ETF 464287507 935 6500 SH OTR 6500 0 0 ISHARES TR NASDAQ BIOTECH 464287556 714 6625 SH SOLE 6625 0 0 ISHARES TR NASDAQ BIOTECH 464287556 194 1800 SH OTR 1800 0 0 ISHARES TR S&P MC 400GR ETF 464287606 291 1632 SH SOLE 1632 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 794 5270 SH SOLE 5270 0 0 ISHARES TR RUS 1000 ETF 464287622 392 2772 SH SOLE 2772 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 206 1300 SH SOLE 1300 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 420 3668 SH SOLE 3668 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 890 5999 SH SOLE 5999 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 567 5525 SH SOLE 5525 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4183 74544 SH SOLE 74544 0 0 ISHARES TR CORE S&P SCP ETF 464287804 281 5000 SH OTR 5000 0 0 ISHARES TR EUROPE ETF 464287861 472 13350 SH SOLE 13350 0 0 ISHARES TR S&P SML 600 GWT 464287887 327 2369 SH SOLE 2369 0 0 ISHARES TR INTL SEL DIV ETF 464288448 636 28137 SH SOLE 28137 0 0 ISHARES TR SH TR CRPORT ETF 464288646 126 2400 SH SOLE 2400 0 0 ISHARES TR SH TR CRPORT ETF 464288646 105 2000 SH OTR 2000 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 7531 56480 SH SOLE 56480 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 877 6574 SH OTR 6574 0 0 ISHARES TR PFD AND INCM SEC 464288687 473 14845 SH SOLE 14845 0 0 ISHARES TR MICRO-CAP ETF 464288869 213 3175 SH SOLE 3175 0 0 ISHARES TR US TREAS BD ETF 46429B267 1034 36907 SH SOLE 36907 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1230 17190 SH SOLE 17190 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 25 350 SH OTR 350 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 248 2325 SH SOLE 2325 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 241 4875 SH SOLE 4875 0 0 ISHARES TR CORE INTL AGGR 46435G672 273 5000 SH SOLE 5000 0 0 JPMORGAN CHASE & CO COM 46625H100 912 10131 SH SOLE 10131 0 0 JOHNSON & JOHNSON COM 478160104 4730 36069 SH SOLE 36069 0 0 JOHNSON & JOHNSON COM 478160104 471 3590 SH OTR 3590 0 0 KIMBERLY CLARK CORP COM 494368103 278 2175 SH SOLE 2175 0 0 LILLY ELI & CO COM 532457108 2109 15205 SH SOLE 15205 0 0 LOWES COS INC COM 548661107 462 5364 SH SOLE 5364 0 0 MANULIFE FINL CORP COM 56501R106 127 10118 SH SOLE 10118 0 0 MCDONALDS CORP COM 580135101 466 2819 SH SOLE 2819 0 0 MERCK & CO. INC COM 58933Y105 360 4678 SH SOLE 4678 0 0 MICROSOFT CORP COM 594918104 5813 36856 SH SOLE 36856 0 0 MICROSOFT CORP COM 594918104 862 5465 SH OTR 5465 0 0 MONDELEZ INTL INC CL A 609207105 246 4910 SH SOLE 4910 0 0 MONDELEZ INTL INC CL A 609207105 10 209 SH OTR 175 0 34 NESTLE S A SPONSORED ADR 641069406 285 2773 SH SOLE 2773 0 0 NEXTERA ENERGY INC COM 65339F101 690 2866 SH SOLE 2866 0 0 NORFOLK SOUTHERN CORP COM 655844108 1529 10474 SH SOLE 10474 0 0 NORFOLK SOUTHERN CORP COM 655844108 369 2528 SH OTR 905 0 1623 NOVARTIS A G SPONSORED ADR 66987V109 315 3826 SH SOLE 3826 0 0 PEPSICO INC COM 713448108 1591 13246 SH SOLE 13246 0 0 PEPSICO INC COM 713448108 41 340 SH OTR 340 0 0 PFIZER INC COM 717081103 909 27840 SH SOLE 27840 0 0 PFIZER INC COM 717081103 174 5325 SH OTR 5325 0 0 PHILIP MORRIS INTL INC COM 718172109 253 3470 SH SOLE 3470 0 0 PHILIP MORRIS INTL INC COM 718172109 4 50 SH OTR 0 0 50 PROCTER & GAMBLE CO COM 742718109 4922 44745 SH SOLE 44745 0 0 PROCTER & GAMBLE CO COM 742718109 249 2260 SH OTR 2260 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 594 6635 SH OTR 6635 0 0 QUALCOMM INC COM 747525103 266 3933 SH SOLE 3933 0 0 RGC RES INC COM 74955L103 1524 52678 SH SOLE 52678 0 0 RAYTHEON CO COM NEW 755111507 942 7181 SH SOLE 7181 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 299 8580 SH SOLE 8580 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 10 300 SH OTR 300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2137 8290 SH SOLE 8290 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 24 94 SH OTR 94 0 0 SCHLUMBERGER LTD COM 806857108 174 12907 SH SOLE 12907 0 0 SCHLUMBERGER LTD COM 806857108 3 200 SH OTR 200 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 201 2500 SH SOLE 2500 0 0 SOUTHERN CO COM 842587107 576 10639 SH SOLE 10639 0 0 STANLEY BLACK & DECKER INC COM 854502101 517 5174 SH SOLE 5174 0 0 STANLEY BLACK & DECKER INC COM 854502101 27 271 SH OTR 271 0 0 STARBUCKS CORP COM 855244109 307 4665 SH SOLE 4665 0 0 SUMMIT FINL GROUP INC COM 86606G101 4631 218337 SH SOLE 218337 0 0 SUMMIT FINL GROUP INC COM 86606G101 543 25578 SH OTR 24500 0 1078 TARGET CORP COM 87612E106 277 2980 SH SOLE 2980 0 0 TEXAS INSTRS INC COM 882508104 207 2067 SH SOLE 2067 0 0 3M CO COM 88579Y101 244 1786 SH SOLE 1786 0 0 US BANCORP DEL COM NEW 902973304 202 5877 SH SOLE 5877 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1184 12553 SH SOLE 12553 0 0 UNITED TECHNOLOGIES CORP COM 913017109 170 1799 SH OTR 1799 0 0 UNITEDHEALTH GROUP INC COM 91324P102 169 677 SH SOLE 677 0 0 UNITEDHEALTH GROUP INC COM 91324P102 50 200 SH OTR 0 0 200 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3959 118732 SH SOLE 118732 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 327 9797 SH OTR 9797 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2328 56748 SH SOLE 56748 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 229 5586 SH OTR 5586 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2612 77846 SH SOLE 77846 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 184 5479 SH OTR 5479 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1649 30696 SH SOLE 30696 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 15 286 SH OTR 0 0 286 VISA INC COM CL A 92826C839 558 3463 SH SOLE 3463 0 0 WALMART INC COM 931142103 398 3500 SH SOLE 3500 0 0 WALMART INC COM 931142103 6 50 SH OTR 50 0 0 WASTE MGMT INC DEL COM 94106L109 1306 14110 SH SOLE 14110 0 0 WASTE MGMT INC DEL COM 94106L109 231 2500 SH OTR 2500 0 0 WELLS FARGO CO NEW COM 949746101 335 11676 SH SOLE 11676 0 0 WELLTOWER INC COM 95040Q104 365 7978 SH SOLE 7978 0 0