0001567619-20-017551.txt : 20201005 0001567619-20-017551.hdr.sgml : 20201005 20201005115424 ACCESSION NUMBER: 0001567619-20-017551 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201005 DATE AS OF CHANGE: 20201005 EFFECTIVENESS DATE: 20201005 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: 201222776 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: SUMMIT FINANCIAL GROUP INC DATE OF NAME CHANGE: 20000330 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 09-30-2020 09-30-2020 SUMMIT FINANCIAL GROUP INC
300 NORTH MAIN ST MOOREFIELD WV 26836
13F HOLDINGS REPORT 028-18100 N
Cynthia Higgins-Atwell Vice President, Trust Operations 304-324-3306 /s/ Cynthia Higgins-Atwell Moorefield WV 10-05-2020 0 209 201585 false
INFORMATION TABLE 2 form13fInfoTable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 205 907 SH SOLE 907 0 0 MEDTRONIC PLC SHS G5960L103 344 3315 SH SOLE 3315 0 0 MEDTRONIC PLC SHS G5960L103 18 175 SH OTR 175 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 509 4200 SH SOLE 4200 0 0 CHUBB LIMITED COM H1467J104 213 1833 SH SOLE 1833 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 372 9050 SH SOLE 9050 0 0 AT&T INC COM 00206R102 1305 45762 SH SOLE 45762 0 0 AT&T INC COM 00206R102 176 6178 SH OTR 5765 0 413 ABBOTT LABS COM 002824100 855 7858 SH SOLE 7858 0 0 ABBOTT LABS COM 002824100 16 150 SH OTR 150 0 0 ABBVIE INC COM 00287Y109 820 9365 SH SOLE 9365 0 0 ABBVIE INC COM 00287Y109 18 200 SH OTR 200 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 404 823 SH SOLE 823 0 0 AIR PRODS & CHEMS INC COM 009158106 1325 4450 SH SOLE 4450 0 0 ALPHABET INC CAP STK CL A 02079K305 311 212 SH SOLE 212 0 0 ALTRIA GROUP INC COM 02209S103 211 5450 SH SOLE 5450 0 0 ALTRIA GROUP INC COM 02209S103 2 50 SH OTR 0 0 50 AMAZON COM INC COM 023135106 941 299 SH SOLE 299 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1041 12743 SH SOLE 12743 0 0 AMERICAN ELEC PWR CO INC COM 025537101 8 100 SH OTR 100 0 0 AMGEN INC COM 031162100 222 873 SH SOLE 873 0 0 AMGEN INC COM 031162100 25 100 SH OTR 100 0 0 ANTHEM INC COM 036752103 207 770 SH SOLE 770 0 0 APPLE INC COM 037833100 3494 30166 SH SOLE 30166 0 0 AUTODESK INC COM 052769106 1386 6000 SH SOLE 6000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 494 3540 SH SOLE 3540 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 14 100 SH OTR 100 0 0 BAXTER INTL INC COM 071813109 760 9455 SH SOLE 9455 0 0 BECTON DICKINSON & CO COM 075887109 239 1026 SH SOLE 1026 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 669 3140 SH SOLE 3140 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26 124 SH OTR 0 0 124 BLACK HILLS CORP COM 092113109 428 8000 SH SOLE 8000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 503 8350 SH SOLE 8350 0 0 CSX CORP COM 126408103 2935 37782 SH SOLE 37782 0 0 CSX CORP COM 126408103 253 3257 SH OTR 188 0 3069 CAPITAL ONE FINL CORP COM 14040H105 209 2910 SH SOLE 2910 0 0 CATERPILLAR INC DEL COM 149123101 575 3852 SH SOLE 3852 0 0 CHEVRON CORP NEW COM 166764100 522 7250 SH SOLE 7250 0 0 CHEVRON CORP NEW COM 166764100 7 100 SH OTR 100 0 0 CISCO SYS INC COM 17275R102 1327 33696 SH SOLE 33696 0 0 CISCO SYS INC COM 17275R102 12 300 SH OTR 300 0 0 COCA COLA CO COM 191216100 2571 52082 SH SOLE 52082 0 0 COCA COLA CO COM 191216100 133 2690 SH OTR 2690 0 0 COLGATE PALMOLIVE CO COM 194162103 815 10566 SH SOLE 10566 0 0 COLGATE PALMOLIVE CO COM 194162103 231 3000 SH OTR 3000 0 0 COMCAST CORP NEW CL A 20030N101 260 5630 SH SOLE 5630 0 0 COMCAST CORP NEW CL A 20030N101 47 1014 SH OTR 0 0 1014 COSTCO WHSL CORP NEW COM 22160K105 204 574 SH SOLE 574 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 247 1482 SH SOLE 1482 0 0 DARDEN RESTAURANTS INC COM 237194105 303 3009 SH SOLE 3009 0 0 DISNEY WALT CO COM DISNEY 254687106 2333 18800 SH SOLE 18800 0 0 DOLLAR GEN CORP NEW COM 256677105 204 975 SH SOLE 975 0 0 DOMINION ENERGY INC COM 25746U109 506 6406 SH SOLE 6406 0 0 DOMINION ENERGY INC COM 25746U109 5 62 SH OTR 62 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 621 7009 SH SOLE 7009 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 17 187 SH OTR 187 0 0 DUPONT DE NEMOURS INC COM 26614N102 519 9356 SH SOLE 9356 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 670 12315 SH SOLE 12315 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1571 19680 SH SOLE 19680 0 0 EMERSON ELEC CO COM 291011104 1188 18125 SH SOLE 18125 0 0 EMERSON ELEC CO COM 291011104 138 2100 SH OTR 2100 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 1045 21696 SH SOLE 21696 0 0 EXXON MOBIL CORP COM 30231G102 1379 40166 SH SOLE 40166 0 0 EXXON MOBIL CORP COM 30231G102 216 6285 SH OTR 6197 0 88 FIRST CMNTY BANKSHARES IN C V COM 31983A103 826 45749 SH SOLE 45749 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1041 5525 SH SOLE 5525 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1044 29988 SH SOLE 29988 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1237 14320 SH SOLE 14320 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 487 25393 SH SOLE 25393 0 0 FISERV INC COM 337738108 1928 18707 SH SOLE 18707 0 0 GENERAL DYNAMICS CORP COM 369550108 726 5242 SH SOLE 5242 0 0 GENERAL ELECTRIC CO COM 369604103 126 20148 SH SOLE 20148 0 0 GENERAL ELECTRIC CO COM 369604103 15 2400 SH OTR 0 0 2400 GENERAL MLS INC COM 370334104 507 8222 SH SOLE 8222 0 0 HERSHEY CO COM 427866108 935 6525 SH SOLE 6525 0 0 HOME DEPOT INC COM 437076102 2354 8475 SH SOLE 8475 0 0 HOME DEPOT INC COM 437076102 67 240 SH OTR 140 0 100 HONEYWELL INTL INC COM 438516106 1090 6619 SH SOLE 6619 0 0 INTEL CORP COM 458140100 2016 38935 SH SOLE 38935 0 0 INTEL CORP COM 458140100 21 400 SH OTR 400 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 856 8560 SH SOLE 8560 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 620 5097 SH SOLE 5097 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 482 3960 SH OTR 200 0 3760 INVESCO QQQ TR UNIT SER 1 46090E103 4227 15212 SH SOLE 15212 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3901 36084 SH SOLE 36084 0 0 ISHARES INC EM MKTS DIV ETF 464286319 223 7414 SH SOLE 7414 0 0 ISHARES TR S&P 100 ETF 464287101 568 3649 SH SOLE 3649 0 0 ISHARES TR CORE S&P TTL STK 464287150 288 3820 SH SOLE 3820 0 0 ISHARES TR SELECT DIVID ETF 464287168 2260 27711 SH SOLE 27711 0 0 ISHARES TR SELECT DIVID ETF 464287168 338 4150 SH OTR 4150 0 0 ISHARES TR TIPS BD ETF 464287176 290 2296 SH SOLE 2296 0 0 ISHARES TR CORE S&P500 ETF 464287200 3707 11030 SH SOLE 11030 0 0 ISHARES TR CORE US AGGBD ET 464287226 13818 117040 SH SOLE 117040 0 0 ISHARES TR CORE US AGGBD ET 464287226 1034 8755 SH OTR 8755 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3197 72514 SH SOLE 72514 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 486 11020 SH OTR 11020 0 0 ISHARES TR IBOXX INV CP ETF 464287242 238 1765 SH SOLE 1765 0 0 ISHARES TR GLOBAL TECH ETF 464287291 353 1339 SH SOLE 1339 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1490 6449 SH SOLE 6449 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 221 3084 SH SOLE 3084 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 513 4212 SH SOLE 4212 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1187 13721 SH SOLE 13721 0 0 ISHARES TR MSCI EAFE ETF 464287465 4263 66975 SH SOLE 66975 0 0 ISHARES TR MSCI EAFE ETF 464287465 455 7141 SH OTR 7141 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1333 7710 SH SOLE 7710 0 0 ISHARES TR RUS MID CAP ETF 464287499 1626 28342 SH SOLE 28342 0 0 ISHARES TR RUS MID CAP ETF 464287499 17 300 SH OTR 300 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3946 21292 SH SOLE 21292 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1205 6500 SH OTR 6500 0 0 ISHARES TR NASDAQ BIOTECH 464287556 921 6805 SH SOLE 6805 0 0 ISHARES TR NASDAQ BIOTECH 464287556 244 1800 SH OTR 1800 0 0 ISHARES TR GLOBAL 100 ETF 464287572 221 3930 SH SOLE 3930 0 0 ISHARES TR GLOBAL 100 ETF 464287572 11 200 SH OTR 200 0 0 ISHARES TR S&P MC 400GR ETF 464287606 342 1428 SH SOLE 1428 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1165 5370 SH SOLE 5370 0 0 ISHARES TR RUS 1000 ETF 464287622 519 2772 SH SOLE 2772 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 288 1300 SH SOLE 1300 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 620 4141 SH SOLE 4141 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 981 5014 SH SOLE 5014 0 0 ISHARES TR U.S. REAL ES ETF 464287739 213 2670 SH SOLE 2670 0 0 ISHARES TR US INDUSTRIALS 464287754 17 100 SH SOLE 100 0 0 ISHARES TR US INDUSTRIALS 464287754 251 1500 SH OTR 1500 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 542 4445 SH SOLE 4445 0 0 ISHARES TR CORE S&P SCP ETF 464287804 5107 72720 SH SOLE 72720 0 0 ISHARES TR CORE S&P SCP ETF 464287804 351 5000 SH OTR 5000 0 0 ISHARES TR S&P SML 600 GWT 464287887 392 2223 SH SOLE 2223 0 0 ISHARES TR INTL SEL DIV ETF 464288448 665 26662 SH SOLE 26662 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 868 15800 SH SOLE 15800 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 110 2000 SH OTR 2000 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 7303 54664 SH SOLE 54664 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 878 6574 SH OTR 6574 0 0 ISHARES TR PFD AND INCM SEC 464288687 1651 45289 SH SOLE 45289 0 0 ISHARES TR PFD AND INCM SEC 464288687 21 580 SH OTR 580 0 0 ISHARES TR U.S. MED DVC ETF 464288810 255 850 SH SOLE 850 0 0 ISHARES TR MICRO-CAP ETF 464288869 249 2750 SH SOLE 2750 0 0 ISHARES TR US TREAS BD ETF 46429B267 986 35267 SH SOLE 35267 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1537 19093 SH SOLE 19093 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 8 100 SH OTR 100 0 0 ISHARES TR MSCI USA MMENTM 46432F396 343 2325 SH SOLE 2325 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 288 4875 SH SOLE 4875 0 0 ISHARES TR CORE INTL AGGR 46435G672 278 5000 SH SOLE 5000 0 0 JPMORGAN CHASE & CO COM 46625H100 975 10131 SH SOLE 10131 0 0 JOHNSON & JOHNSON COM 478160104 5362 36013 SH SOLE 36013 0 0 JOHNSON & JOHNSON COM 478160104 520 3490 SH OTR 3490 0 0 KIMBERLY CLARK CORP COM 494368103 292 1975 SH SOLE 1975 0 0 LILLY ELI & CO COM 532457108 2221 15005 SH SOLE 15005 0 0 LOWES COS INC COM 548661107 823 4964 SH SOLE 4964 0 0 MANULIFE FINL CORP COM 56501R106 141 10118 SH SOLE 10118 0 0 MASTERCARD INCORPORATED CL A 57636Q104 244 723 SH SOLE 723 0 0 MCDONALDS CORP COM 580135101 636 2897 SH SOLE 2897 0 0 MERCK & CO. INC COM 58933Y105 402 4843 SH SOLE 4843 0 0 MICROSOFT CORP COM 594918104 7452 35431 SH SOLE 35431 0 0 MICROSOFT CORP COM 594918104 1149 5465 SH OTR 5465 0 0 MONDELEZ INTL INC CL A 609207105 282 4910 SH SOLE 4910 0 0 MONDELEZ INTL INC CL A 609207105 12 209 SH OTR 175 0 34 NESTLE S A SPONSORED ADR 641069406 330 2773 SH SOLE 2773 0 0 NEXTERA ENERGY INC COM 65339F101 782 2816 SH SOLE 2816 0 0 NORFOLK SOUTHN CORP COM 655844108 1927 9007 SH SOLE 9007 0 0 NORFOLK SOUTHN CORP COM 655844108 498 2328 SH OTR 705 0 1623 NOVARTIS AG SPONSORED ADR 66987V109 328 3777 SH SOLE 3777 0 0 ORACLE CORP COM 68389X105 237 3970 SH SOLE 3970 0 0 PEPSICO INC COM 713448108 1807 13041 SH SOLE 13041 0 0 PEPSICO INC COM 713448108 47 340 SH OTR 340 0 0 PFIZER INC COM 717081103 1083 29518 SH SOLE 29518 0 0 PFIZER INC COM 717081103 195 5325 SH OTR 5325 0 0 PHILIP MORRIS INTL INC COM 718172109 289 3850 SH SOLE 3850 0 0 PHILIP MORRIS INTL INC COM 718172109 4 50 SH OTR 0 0 50 PROCTER AND GAMBLE CO COM 742718109 6225 44790 SH SOLE 44790 0 0 PROCTER AND GAMBLE CO COM 742718109 300 2160 SH OTR 2160 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 1216 13270 SH OTR 13270 0 0 QUALCOMM INC COM 747525103 663 5633 SH SOLE 5633 0 0 RGC RES INC COM 74955L103 1235 52678 SH SOLE 52678 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1686 29293 SH SOLE 29293 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 92 1600 SH OTR 1600 0 0 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 1006 19240 SH SOLE 19240 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3294 9836 SH SOLE 9836 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 31 94 SH OTR 94 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 317 4599 SH SOLE 4599 0 0 SCHLUMBERGER LTD COM 806857108 201 12907 SH SOLE 12907 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 292 2500 SH SOLE 2500 0 0 SOUTHERN CO COM 842587107 625 11518 SH SOLE 11518 0 0 STANLEY BLACK & DECKER INC COM 854502101 337 2077 SH SOLE 2077 0 0 STANLEY BLACK & DECKER INC COM 854502101 16 101 SH OTR 101 0 0 STARBUCKS CORP COM 855244109 445 5175 SH SOLE 5175 0 0 SUMMIT FINL GROUP INC COM 86606G101 3234 218337 SH SOLE 218337 0 0 SUMMIT FINL GROUP INC COM 86606G101 379 25578 SH OTR 24500 0 1078 SYSCO CORP COM 871829107 251 4041 SH SOLE 4041 0 0 TARGET CORP COM 87612E106 469 2980 SH SOLE 2980 0 0 TEXAS INSTRS INC COM 882508104 293 2052 SH SOLE 2052 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 238 539 SH SOLE 539 0 0 3M CO COM 88579Y101 286 1786 SH SOLE 1786 0 0 US BANCORP DEL COM NEW 902973304 211 5877 SH SOLE 5877 0 0 UNION PAC CORP COM 907818108 272 1380 SH SOLE 1380 0 0 UNITED PARCEL SERVICE INC CL B 911312106 220 1320 SH SOLE 1320 0 0 UNITEDHEALTH GROUP INC COM 91324P102 211 677 SH SOLE 677 0 0 UNITEDHEALTH GROUP INC COM 91324P102 62 200 SH OTR 0 0 200 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3722 90991 SH SOLE 90991 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 336 8207 SH OTR 8207 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2518 49901 SH SOLE 49901 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 282 5586 SH OTR 5586 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3171 73330 SH SOLE 73330 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 237 5479 SH OTR 5479 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1835 30853 SH SOLE 30853 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 17 286 SH OTR 0 0 286 VISA INC COM CL A 92826C839 599 2993 SH SOLE 2993 0 0 WALMART INC COM 931142103 570 4075 SH SOLE 4075 0 0 WASTE MGMT INC DEL COM 94106L109 1632 14423 SH SOLE 14423 0 0 WASTE MGMT INC DEL COM 94106L109 283 2500 SH OTR 2500 0 0 WELLTOWER INC COM 95040Q104 427 7750 SH SOLE 7750 0 0