0001567619-21-007748.txt : 20210407 0001567619-21-007748.hdr.sgml : 20210407 20210407155612 ACCESSION NUMBER: 0001567619-21-007748 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210407 DATE AS OF CHANGE: 20210407 EFFECTIVENESS DATE: 20210407 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: 21812048 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 03-31-2021 03-31-2021 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 04-06-2021 0 265 240826 false
INFORMATION TABLE 2 form13fInfoTable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 245 887 SH SOLE 887 0 0 MEDTRONIC PLC SHS G5960L103 333 2815 SH SOLE 2815 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 613 3700 SH SOLE 3700 0 0 CHUBB LIMITED COM H1467J104 290 1833 SH SOLE 1833 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 576 11450 SH SOLE 11450 0 0 AT&T INC COM 00206R102 1410 46572 SH SOLE 46572 0 0 AT&T INC COM 00206R102 229 7567 SH OTR 7154 0 413 ABBOTT LABS COM 002824100 726 6058 SH SOLE 6058 0 0 ABBOTT LABS COM 002824100 84 700 SH OTR 700 0 0 ABBVIE INC COM 00287Y109 1016 9390 SH SOLE 9390 0 0 ABBVIE INC COM 00287Y109 81 750 SH OTR 750 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 355 746 SH SOLE 746 0 0 AIR PRODS & CHEMS INC COM 009158106 1252 4450 SH SOLE 4450 0 0 ALPHABET INC CAP STK CL C 02079K107 203 98 SH SOLE 98 0 0 ALPHABET INC CAP STK CL A 02079K305 437 212 SH SOLE 212 0 0 ALTRIA GROUP INC COM 02209S103 279 5450 SH SOLE 5450 0 0 ALTRIA GROUP INC COM 02209S103 3 50 SH OTR 0 0 50 AMAZON COM INC COM 023135106 925 299 SH SOLE 299 0 0 AMERICAN ELEC PWR CO INC COM 025537101 894 10556 SH SOLE 10556 0 0 AMERICAN ELEC PWR CO INC COM 025537101 81 962 SH OTR 962 0 0 AMGEN INC COM 031162100 217 873 SH SOLE 873 0 0 AMGEN INC COM 031162100 25 100 SH OTR 100 0 0 AMPLIFY ETF TR ONLIN RETL ETF 032108102 140 1130 SH SOLE 1130 0 0 AMPLIFY ETF TR ONLIN RETL ETF 032108102 137 1100 SH OTR 1100 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 328 5865 SH SOLE 5865 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 244 4370 SH OTR 4370 0 0 ANTHEM INC COM 036752103 249 693 SH SOLE 693 0 0 APPLE INC COM 037833100 3094 25326 SH SOLE 25326 0 0 AUTODESK INC COM 052769106 1663 6000 SH SOLE 6000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 662 3515 SH SOLE 3515 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 19 100 SH OTR 100 0 0 BK OF AMERICA CORP COM 060505104 206 5335 SH SOLE 5335 0 0 BK OF AMERICA CORP COM 060505104 114 2959 SH OTR 2859 0 100 BAXTER INTL INC COM 071813109 797 9455 SH SOLE 9455 0 0 BECTON DICKINSON & CO COM 075887109 225 925 SH SOLE 925 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 789 3090 SH SOLE 3090 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32 124 SH OTR 0 0 124 BLACK HILLS CORP COM 092113109 534 8000 SH SOLE 8000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 590 9350 SH SOLE 9350 0 0 CSX CORP COM 126408103 3240 33600 SH SOLE 33600 0 0 CSX CORP COM 126408103 296 3069 SH OTR 0 0 3069 CAPITAL ONE FINL CORP COM 14040H105 237 1865 SH SOLE 1865 0 0 CAPITAL ONE FINL CORP COM 14040H105 70 547 SH OTR 547 0 0 CATERPILLAR INC COM 149123101 873 3767 SH SOLE 3767 0 0 CHEVRON CORP NEW COM 166764100 892 8516 SH SOLE 8516 0 0 CHEVRON CORP NEW COM 166764100 141 1350 SH OTR 1350 0 0 CISCO SYS INC COM 17275R102 1695 32776 SH SOLE 32776 0 0 CISCO SYS INC COM 17275R102 44 850 SH OTR 850 0 0 COCA COLA CO COM 191216100 2658 50426 SH SOLE 50426 0 0 COCA COLA CO COM 191216100 127 2400 SH OTR 2400 0 0 COLGATE PALMOLIVE CO COM 194162103 825 10466 SH SOLE 10466 0 0 COLGATE PALMOLIVE CO COM 194162103 221 2800 SH OTR 2800 0 0 COMCAST CORP NEW CL A 20030N101 278 5143 SH SOLE 5143 0 0 COMCAST CORP NEW CL A 20030N101 69 1281 SH OTR 267 0 1014 CONOCOPHILLIPS COM 20825C104 243 4591 SH SOLE 4591 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 255 1482 SH SOLE 1482 0 0 DARDEN RESTAURANTS INC COM 237194105 427 3009 SH SOLE 3009 0 0 DISNEY WALT CO COM 254687106 3524 19100 SH SOLE 19100 0 0 DOMINION ENERGY INC COM 25746U109 541 7124 SH SOLE 7124 0 0 DOMINION ENERGY INC COM 25746U109 5 62 SH OTR 62 0 0 DOW INC COM 260557103 243 3803 SH SOLE 3803 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 573 5931 SH SOLE 5931 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 50 513 SH OTR 513 0 0 DUPONT DE NEMOURS INC COM 26614N102 723 9356 SH SOLE 9356 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 925 13855 SH SOLE 13855 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 134 2000 SH OTR 2000 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1646 19680 SH SOLE 19680 0 0 EMERSON ELEC CO COM 291011104 1599 17725 SH SOLE 17725 0 0 EMERSON ELEC CO COM 291011104 189 2100 SH OTR 2100 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 1312 20656 SH SOLE 20656 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 146 2300 SH OTR 2300 0 0 EXXON MOBIL CORP COM 30231G102 2289 40998 SH SOLE 40998 0 0 EXXON MOBIL CORP COM 30231G102 383 6866 SH OTR 6778 0 88 FIRST CMNTY BANKSHARES INC V COM 31983A103 1167 38901 SH SOLE 38901 0 0 FIRST CMNTY BANKSHARES INC V COM 31983A103 115 3833 SH OTR 3833 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1185 5435 SH SOLE 5435 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1369 32738 SH SOLE 32738 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1505 14570 SH SOLE 14570 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 504 25006 SH SOLE 25006 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4 213 SH OTR 213 0 0 FISERV INC COM 337738108 2187 18375 SH SOLE 18375 0 0 FRANKLIN RESOURCES INC COM 354613101 386 13050 SH SOLE 13050 0 0 GENERAL DYNAMICS CORP COM 369550108 934 5142 SH SOLE 5142 0 0 GENERAL ELECTRIC CO COM 369604103 226 17198 SH SOLE 17198 0 0 GENERAL ELECTRIC CO COM 369604103 51 3858 SH OTR 1458 0 2400 GENERAL MLS INC COM 370334104 455 7422 SH SOLE 7422 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 249 9940 SH SOLE 9940 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 160 6400 SH OTR 6400 0 0 GRAYSCALE BITCOIN TR BTC SHS 389637109 205 4100 SH SOLE 4100 0 0 HERSHEY CO COM 427866108 1079 6825 SH SOLE 6825 0 0 HOME DEPOT INC COM 437076102 2394 7844 SH SOLE 7844 0 0 HOME DEPOT INC COM 437076102 140 458 SH OTR 358 0 100 HONEYWELL INTL INC COM 438516106 1285 5919 SH SOLE 5919 0 0 HONEYWELL INTL INC COM 438516106 60 275 SH OTR 275 0 0 INTEL CORP COM 458140100 2476 38685 SH SOLE 38685 0 0 INTEL CORP COM 458140100 26 400 SH OTR 400 0 0 INTERCONTINENTAL EXCHANGE IN COME 45866F104 956 8560 SH SOLE 8560 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 663 4973 SH SOLE 4973 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 514 3860 SH OTR 100 0 3760 INVESCO QQQ TR UNIT SER 1 46090E103 4067 12745 SH SOLE 12745 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 266 2705 SH SOLE 2705 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5381 37986 SH SOLE 37986 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 142 1000 SH OTR 1000 0 0 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 195 13435 SH SOLE 13435 0 0 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 409 5880 SH SOLE 5880 0 0 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 301 4330 SH OTR 4330 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 510 19712 SH SOLE 19712 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 215 8325 SH OTR 8325 0 0 ISHARES SILVER TR ISHARES 46428Q109 293 12925 SH SOLE 12925 0 0 ISHARES SILVER TR ISHARES 46428Q109 12 550 SH OTR 550 0 0 ISHARES INC EM MKTS DIV ETF 464286319 277 7058 SH SOLE 7058 0 0 ISHARES TR S&P 100 ETF 464287101 624 3470 SH SOLE 3470 0 0 ISHARES TR CORE S&P TTL STK 464287150 261 2845 SH SOLE 2845 0 0 ISHARES TR SELECT DIVID ETF 464287168 3612 31654 SH SOLE 31654 0 0 ISHARES TR SELECT DIVID ETF 464287168 467 4096 SH OTR 4096 0 0 ISHARES TR CORE S&P500 ETF 464287200 4167 10474 SH SOLE 10474 0 0 ISHARES TR CORE US AGGBD ET 464287226 10035 88162 SH SOLE 88162 0 0 ISHARES TR CORE US AGGBD ET 464287226 24 215 SH OTR 215 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 4922 92278 SH SOLE 92278 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 602 11295 SH OTR 11295 0 0 ISHARES TR IBOXX INV CP ET 464287242 230 1765 SH SOLE 1765 0 0 ISHARES TR GLOBAL TECH ETF 464287291 412 1339 SH SOLE 1339 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1442 22146 SH SOLE 22146 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 238 3084 SH SOLE 3084 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 476 4212 SH SOLE 4212 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3558 41251 SH SOLE 41251 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 569 6600 SH OTR 6600 0 0 ISHARES TR MSCI EAFE ETF 464287465 5164 68061 SH SOLE 68061 0 0 ISHARES TR MSCI EAFE ETF 464287465 366 4826 SH OTR 4826 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1450 14208 SH SOLE 14208 0 0 ISHARES TR RUS MID CAP ETF 464287499 2063 27908 SH SOLE 27908 0 0 ISHARES TR RUS MID CAP ETF 464287499 22 300 SH OTR 300 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5339 20511 SH SOLE 20511 0 0 ISHARES TR CORE S&P MCP ETF 464287507 781 3000 SH OTR 3000 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1054 7000 SH SOLE 7000 0 0 ISHARES TR NASDAQ BIOTECH 464287556 271 1800 SH OTR 1800 0 0 ISHARES TR GLOBAL 100 ETF 464287572 251 3805 SH SOLE 3805 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 371 2450 SH SOLE 2450 0 0 ISHARES TR S&P MC 400GR ETF 464287606 376 4797 SH SOLE 4797 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1305 5370 SH SOLE 5370 0 0 ISHARES TR RUS 1000 ETF 464287622 620 2772 SH SOLE 2772 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 391 1300 SH SOLE 1300 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1329 6015 SH SOLE 6015 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 276 1250 SH OTR 1250 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 550 2320 SH SOLE 2320 0 0 ISHARES TR U.S. REAL ES ETF 464287739 251 2725 SH SOLE 2725 0 0 ISHARES TR US INDUSTRIALS 464287754 21 200 SH SOLE 200 0 0 ISHARES TR US INDUSTRIALS 464287754 317 3000 SH OTR 3000 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 761 4445 SH SOLE 4445 0 0 ISHARES TR CORE S&P SCP ETF 464287804 7424 68402 SH SOLE 68402 0 0 ISHARES TR CORE S&P SCP ETF 464287804 543 5000 SH OTR 5000 0 0 ISHARES TR S&P SML 600 GWT 464287887 553 4316 SH SOLE 4316 0 0 ISHARES TR MSCI ACWI EX US 464288240 1011 18317 SH SOLE 18317 0 0 ISHARES TR INTL SEL DIV ETF 464288448 935 29704 SH SOLE 29704 0 0 ISHARES TR IBOXX HI YD ETF 464288513 875 10038 SH SOLE 10038 0 0 ISHARES TR IBOXX HI YD ETF 464288513 144 1650 SH OTR 1650 0 0 ISHARES TR MBS ETF 464288588 385 3550 SH SOLE 3550 0 0 ISHARES TR MBS ETF 464288588 143 1315 SH OTR 1315 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 2363 43223 SH SOLE 43223 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 109 2000 SH OTR 2000 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 6103 46988 SH SOLE 46988 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 273 2100 SH OTR 2100 0 0 ISHARES TR PFD AND INCM SEC 464288687 3025 78769 SH SOLE 78769 0 0 ISHARES TR PFD AND INCM SEC 464288687 238 6210 SH OTR 6210 0 0 ISHARES TR U.S. MED DVC ETF 464288810 281 850 SH SOLE 850 0 0 ISHARES TR MICRO-CAP ETF 464288869 404 2750 SH SOLE 2750 0 0 ISHARES TR US TREAS BD ETF 46429B267 673 25707 SH SOLE 25707 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 344 6780 SH SOLE 6780 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 2155 22708 SH SOLE 22708 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 13 138 SH OTR 138 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 801 15958 SH SOLE 15958 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 286 5700 SH OTR 5700 0 0 ISHARES TR MSCI USA MMENTM 46432F396 324 2017 SH SOLE 2017 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 348 5075 SH SOLE 5075 0 0 ISHARES TR CORE INTL AGGR 46435G672 274 5000 SH SOLE 5000 0 0 JPMORGAN CHASE & CO COM 46625H100 1488 9776 SH SOLE 9776 0 0 JPMORGAN CHASE & CO COM 46625H100 137 900 SH OTR 900 0 0 JOHNSON & JOHNSON COM 478160104 5594 34038 SH SOLE 34038 0 0 JOHNSON & JOHNSON COM 478160104 678 4125 SH OTR 4125 0 0 KIMBERLY-CLARK CORP COM 494368103 275 1975 SH SOLE 1975 0 0 KRAFT HEINZ CO COM 500754106 341 8536 SH SOLE 8536 0 0 LILLY ELI & CO COM 532457108 2729 14605 SH SOLE 14605 0 0 LILLY ELI & CO COM 532457108 31 165 SH OTR 165 0 0 LOWES COS INC COM 548661107 697 3664 SH SOLE 3664 0 0 LOWES COS INC COM 548661107 136 715 SH OTR 715 0 0 MANULIFE FINL CORP COM 56501R106 348 16194 SH SOLE 16194 0 0 MASTERCARD INCORPORATED CL A 57636Q104 235 659 SH SOLE 659 0 0 MCDONALDS CORP COM 580135101 649 2897 SH SOLE 2897 0 0 MERCK & CO. INC COM 58933Y105 375 4862 SH SOLE 4862 0 0 MICROSOFT CORP COM 594918104 6367 27005 SH SOLE 27005 0 0 MICROSOFT CORP COM 594918104 1037 4400 SH OTR 4400 0 0 MONDELEZ INTL INC CL A 609207105 287 4910 SH SOLE 4910 0 0 MONDELEZ INTL INC CL A 609207105 2 34 SH OTR 0 0 34 NESTLE S A SPONSORED ADR 641069406 266 2373 SH SOLE 2373 0 0 NESTLE S A SPONSORED ADR 641069406 25 220 SH OTR 220 0 0 NEXTERA ENERGY INC COM 65339F101 852 11264 SH SOLE 11264 0 0 NORFOLK SOUTHN CORP COM 655844108 2285 8508 SH SOLE 8508 0 0 NORFOLK SOUTHN CORP COM 655844108 601 2238 SH OTR 615 0 1623 NOVARTIS AG SPONSORED ADR 66987V109 322 3769 SH SOLE 3769 0 0 ORACLE CORP COM 68389X105 270 3850 SH SOLE 3850 0 0 PEPSICO INC COM 713448108 1703 12041 SH SOLE 12041 0 0 PEPSICO INC COM 713448108 106 750 SH OTR 750 0 0 PFIZER INC COM 717081103 1044 28818 SH SOLE 28818 0 0 PFIZER INC COM 717081103 201 5550 SH OTR 5550 0 0 PHILIP MORRIS INTL INC COM 718172109 321 3620 SH SOLE 3620 0 0 PHILIP MORRIS INTL INC COM 718172109 4 50 SH OTR 0 0 50 PRICE T ROWE GROUP INC COM 74144T108 257 1500 SH SOLE 1500 0 0 PROCTER AND GAMBLE CO COM 742718109 5788 42739 SH SOLE 42739 0 0 PROCTER AND GAMBLE CO COM 742718109 418 3090 SH OTR 3090 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 879 7500 SH OTR 7500 0 0 QUALCOMM INC COM 747525103 636 4793 SH SOLE 4793 0 0 QUALCOMM INC COM 747525103 36 275 SH OTR 275 0 0 RGC RES INC COM 74955L103 902 40658 SH SOLE 40658 0 0 RGC RES INC COM 74955L103 147 6611 SH OTR 6611 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2102 27199 SH SOLE 27199 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 207 2680 SH OTR 2680 0 0 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 1077 17315 SH SOLE 17315 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 286 7290 SH SOLE 7290 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4324 10910 SH SOLE 10910 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6 14 SH OTR 14 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 304 3650 SH SOLE 3650 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 220 1838 SH SOLE 1838 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 141 1175 SH OTR 1175 0 0 SPDR SER TR DJ REIT ETF 78464A607 303 3202 SH SOLE 3202 0 0 SPDR SER TR DJ REIT ETF 78464A607 284 3000 SH OTR 3000 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 356 7779 SH SOLE 7779 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 143 3120 SH OTR 3120 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 528 19302 SH SOLE 19302 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 143 5250 SH OTR 5250 0 0 SCHLUMBERGER LTD COM 806857108 317 11657 SH SOLE 11657 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 306 3113 SH SOLE 3113 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 159 1610 SH OTR 1610 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 332 2500 SH SOLE 2500 0 0 SOUTHERN CO COM 842587107 690 11093 SH SOLE 11093 0 0 STANLEY BLACK & DECKER INC COM 854502101 395 1976 SH SOLE 1976 0 0 STANLEY BLACK & DECKER INC COM 854502101 20 101 SH OTR 101 0 0 STARBUCKS CORP COM 855244109 565 5175 SH SOLE 5175 0 0 SUMMIT FINL GROUP INC COM 86606G101 4500 169505 SH SOLE 169505 0 0 SUMMIT FINL GROUP INC COM 86606G101 679 25578 SH OTR 24500 0 1078 SYSCO CORP COM 871829107 314 3987 SH SOLE 3987 0 0 TARGET CORP COM 87612E106 561 2830 SH SOLE 2830 0 0 TEXAS INSTRS INC COM 882508104 385 2037 SH SOLE 2037 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 240 525 SH SOLE 525 0 0 3M CO COM 88579Y101 336 1746 SH SOLE 1746 0 0 TRACTOR SUPPLY CO COM 892356106 216 1218 SH SOLE 1218 0 0 TRUIST FINL CORP COM 89832Q109 265 4549 SH SOLE 4549 0 0 US BANCORP DEL COM NEW 902973304 297 5377 SH SOLE 5377 0 0 UNION PAC CORP COM 907818108 304 1380 SH SOLE 1380 0 0 UNITEDHEALTH GROUP INC COM 91324P102 246 662 SH SOLE 662 0 0 UNITEDHEALTH GROUP INC COM 91324P102 74 200 SH OTR 0 0 200 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 243 1649 SH SOLE 1649 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2808 57174 SH SOLE 57174 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 273 5557 SH OTR 5557 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2920 48129 SH SOLE 48129 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 228 3761 SH OTR 3761 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3816 73306 SH SOLE 73306 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 285 5479 SH OTR 5479 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1729 29730 SH SOLE 29730 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 70 1199 SH OTR 913 0 286 VISA INC COM CL A 92826C839 634 2993 SH SOLE 2993 0 0 WALMART INC COM 931142103 567 4175 SH SOLE 4175 0 0 WASTE MGMT INC DEL COM 94106L109 1732 13423 SH SOLE 13423 0 0 WASTE MGMT INC DEL COM 94106L109 323 2500 SH OTR 2500 0 0 WELLS FARGO CO NEW COM 949746101 230 5896 SH SOLE 5896 0 0 WELLTOWER INC COM 95040Q104 546 7618 SH SOLE 7618 0 0