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