0001140361-22-041817.txt : 20221116 0001140361-22-041817.hdr.sgml : 20221116 20221116120258 ACCESSION NUMBER: 0001140361-22-041817 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221116 DATE AS OF CHANGE: 20221116 EFFECTIVENESS DATE: 20221116 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18100 FILM NUMBER: 221394157 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/A 1 primary_doc.xml 13F-HR/A LIVE 0000811808 XXXXXXXX 09-30-2022 09-30-2022 true 1 RESTATEMENT SUMMIT FINANCIAL GROUP, INC.

300 NORTH MAIN ST MOOREFIELD WV 26836

13F HOLDINGS REPORT 028-18100 N Lisa Lester 304-324-3220 /s/ Lisa Lester Moorefield WV 10-11-2022 0 301 240771 INFORMATION TABLE 2 informationtable.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 206 799 SH SOLE 799 0 0 MEDTRONIC PLC SHS G5960L103 233 2884 SH SOLE 2884 0 0 MEDTRONIC PLC SHS G5960L103 13 155 SH OTR 155 0 0 CHUBB LIMITED COM H1467J104 374 2054 SH SOLE 2054 0 0 CHUBB LIMITED COM H1467J104 10 57 SH OTR 57 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 262 8700 SH SOLE 8700 0 0 AT&T INC COM 00206R102 700 45600 SH SOLE 45600 0 0 AT&T INC COM 00206R102 110 7154 SH OTR 7154 0 0 ABBOTT LABS COM 002824100 512 5293 SH SOLE 5293 0 0 ABBOTT LABS COM 002824100 106 1100 SH OTR 1100 0 0 ABBVIE INC COM 00287Y109 1286 9581 SH SOLE 9581 0 0 ABBVIE INC COM 00287Y109 178 1325 SH OTR 1325 0 0 AIR PRODS & CHEMS INC COM 009158106 1024 4400 SH SOLE 4400 0 0 ALPHABET INC CAP STK CL C 02079K107 429 4460 SH SOLE 4460 0 0 ALPHABET INC CAP STK CL A 02079K305 823 8600 SH SOLE 8600 0 0 ALTRIA GROUP INC COM 02209S103 182 4510 SH SOLE 4510 0 0 ALTRIA GROUP INC COM 02209S103 221 5465 SH OTR 5465 0 0 AMAZON COM INC COM 023135106 1256 11115 SH SOLE 11115 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1098 12697 SH SOLE 12697 0 0 AMERICAN ELEC PWR CO INC COM 025537101 113 1312 SH OTR 1312 0 0 AMERICAN EXPRESS CO COM 025816109 263 1950 SH SOLE 1950 0 0 AMERICAN EXPRESS CO COM 025816109 202 1500 SH OTR 1500 0 0 AMGEN INC COM 031162100 186 823 SH SOLE 823 0 0 AMGEN INC COM 031162100 113 500 SH OTR 500 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 119 6455 SH SOLE 6455 0 0 AMPLIFY ETF TR BLOCKCHAIN LDR 032108607 81 4370 SH OTR 4370 0 0 ELEVANCE HEALTH INC COM 036752103 336 739 SH SOLE 739 0 0 APPLE INC COM 037833100 3979 28788 SH SOLE 28788 0 0 APPLE INC COM 037833100 131 949 SH OTR 949 0 0 APPLIED MATLS INC COM 038222105 200 2447 SH SOLE 2447 0 0 AUTODESK INC COM 052769106 1121 6000 SH SOLE 6000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 755 3340 SH SOLE 3340 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 23 100 SH OTR 100 0 0 BP PLC SPONSORED ADR 055622104 228 8000 SH SOLE 8000 0 0 BK OF AMERICA CORP COM 060505104 211 7000 SH SOLE 7000 0 0 BK OF AMERICA CORP COM 060505104 147 4859 SH OTR 4859 0 0 BAXTER INTL INC COM 071813109 509 9455 SH SOLE 9455 0 0 BECTON DICKINSON & CO COM 075887109 117 527 SH SOLE 527 0 0 BECTON DICKINSON & CO COM 075887109 134 600 SH OTR 600 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 813 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 828 3102 SH SOLE 3102 0 0 BLACK HILLS CORP COM 092113109 542 8000 SH SOLE 8000 0 0 BOEING CO COM 097023105 122 1007 SH SOLE 1007 0 0 BOEING CO COM 097023105 177 1460 SH OTR 1460 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 688 9680 SH SOLE 9680 0 0 CSX CORP COM 126408103 3024 113524 SH SOLE 113524 0 0 CAPITAL ONE FINL CORP COM 14040H105 172 1865 SH SOLE 1865 0 0 CAPITAL ONE FINL CORP COM 14040H105 235 2547 SH OTR 2547 0 0 CATERPILLAR INC COM 149123101 537 3271 SH SOLE 3271 0 0 CATERPILLAR INC COM 149123101 164 1000 SH OTR 1000 0 0 CHEVRON CORP NEW COM 166764100 1354 9422 SH SOLE 9422 0 0 CHEVRON CORP NEW COM 166764100 481 3350 SH OTR 3350 0 0 CISCO SYS INC COM 17275R102 1316 32893 SH SOLE 32893 0 0 CISCO SYS INC COM 17275R102 79 1975 SH OTR 1975 0 0 COCA COLA CO COM 191216100 2949 52642 SH SOLE 52642 0 0 COCA COLA CO COM 191216100 207 3700 SH OTR 3700 0 0 COLGATE PALMOLIVE CO COM 194162103 712 10136 SH SOLE 10136 0 0 COLGATE PALMOLIVE CO COM 194162103 263 3750 SH OTR 3750 0 0 COMCAST CORP NEW CL A 20030N101 166 5650 SH SOLE 5650 0 0 COMCAST CORP NEW CL A 20030N101 43 1467 SH OTR 1467 0 0 CONOCOPHILLIPS COM 20825C104 469 4584 SH SOLE 4584 0 0 CORTEVA INC COM 22052L104 151 2638 SH SOLE 2638 0 0 CORTEVA INC COM 22052L104 67 1177 SH OTR 1177 0 0 COSTCO WHSL CORP NEW COM 22160K105 213 450 SH SOLE 450 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 237 1638 SH SOLE 1638 0 0 DARDEN RESTAURANTS INC COM 237194105 364 2881 SH SOLE 2881 0 0 DIREXION SHS ETF TR AUSPCE CMD STG 25460E307 1884 63200 SH SOLE 63200 0 0 DISNEY WALT CO COM 254687106 1855 19660 SH SOLE 19660 0 0 DISNEY WALT CO COM 254687106 113 1200 SH OTR 1200 0 0 DOMINION ENERGY INC COM 25746U109 454 6573 SH SOLE 6573 0 0 DOMINION ENERGY INC COM 25746U109 67 973 SH OTR 973 0 0 DOW INC COM 260557103 211 4803 SH SOLE 4803 0 0 DOW INC COM 260557103 56 1264 SH OTR 1264 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 590 6345 SH SOLE 6345 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 48 513 SH OTR 513 0 0 DUPONT DE NEMOURS INC COM 26614N102 472 9356 SH SOLE 9356 0 0 DUPONT DE NEMOURS INC COM 26614N102 56 1118 SH OTR 1118 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 288 7636 SH SOLE 7636 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1631 19743 SH SOLE 19743 0 0 EMERSON ELEC CO COM 291011104 1211 16543 SH SOLE 16543 0 0 EMERSON ELEC CO COM 291011104 227 3100 SH OTR 3100 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 837 20256 SH SOLE 20256 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 95 2300 SH OTR 2300 0 0 EXXON MOBIL CORP COM 30231G102 3509 40187 SH SOLE 40187 0 0 EXXON MOBIL CORP COM 30231G102 679 7778 SH OTR 7778 0 0 META PLATFORMS CDR CIBC CL A 30303M102 401 2959 SH SOLE 2959 0 0 FIRST CMNTY BANKSHARES INC V COM 31983A103 1110 34651 SH SOLE 34651 0 0 FIRST CMNTY BANKSHARES INC V COM 31983A103 142 4442 SH OTR 4442 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 769 6095 SH SOLE 6095 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 1145 29739 SH SOLE 29739 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1137 13585 SH SOLE 13585 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 417 24975 SH SOLE 24975 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4 213 SH OTR 213 0 0 FISERV INC COM 337738108 1419 15165 SH SOLE 15165 0 0 FRANKLIN RESOURCES INC COM 354613101 375 17440 SH SOLE 17440 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 417 9416 SH SOLE 9416 0 0 GENERAL DYNAMICS CORP COM 369550108 1131 5332 SH SOLE 5332 0 0 GENERAL MLS INC COM 370334104 557 7272 SH SOLE 7272 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 775 33615 SH SOLE 33615 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 148 6400 SH OTR 6400 0 0 HERSHEY CO COM 427866108 1339 6075 SH SOLE 6075 0 0 HOME DEPOT INC COM 437076102 2073 7514 SH SOLE 7514 0 0 HOME DEPOT INC COM 437076102 375 1358 SH OTR 1358 0 0 HONEYWELL INTL INC COM 438516106 1017 6093 SH SOLE 6093 0 0 HONEYWELL INTL INC COM 438516106 46 275 SH OTR 275 0 0 INTEL CORP COM 458140100 945 36668 SH SOLE 36668 0 0 INTEL CORP COM 458140100 86 3352 SH OTR 3352 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 902 9978 SH SOLE 9978 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 777 6541 SH SOLE 6541 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 83 700 SH OTR 700 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3057 11440 SH SOLE 11440 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 27 100 SH OTR 100 0 0 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 857 11225 SH SOLE 11225 0 0 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 118 1550 SH OTR 1550 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6124 48118 SH SOLE 48118 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 165 1300 SH OTR 1300 0 0 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 841 14660 SH SOLE 14660 0 0 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 248 4330 SH OTR 4330 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1076 49115 SH SOLE 49115 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 182 8325 SH OTR 8325 0 0 ISHARES SILVER TR ISHARES 46428Q109 175 10025 SH SOLE 10025 0 0 ISHARES SILVER TR ISHARES 46428Q109 10 550 SH OTR 550 0 0 ISHARES TR S&P 100 ETF 464287101 544 3345 SH SOLE 3345 0 0 ISHARES TR S&P 100 ETF 464287101 16 100 SH OTR 100 0 0 ISHARES TR SELECT DIVID ETF 464287168 4276 39884 SH SOLE 39884 0 0 ISHARES TR SELECT DIVID ETF 464287168 439 4096 SH OTR 4096 0 0 ISHARES TR CORE S&P500 ETF 464287200 3122 8706 SH SOLE 8706 0 0 ISHARES TR CORE S&P500 ETF 464287200 29 80 SH OTR 80 0 0 ISHARES TR CORE US AGGBD ET 464287226 6564 68135 SH SOLE 68135 0 0 ISHARES TR CORE US AGGBD ET 464287226 21 215 SH OTR 215 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3480 99782 SH SOLE 99782 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 354 10155 SH OTR 10155 0 0 ISHARES TR GLOBAL TECH ETF 464287291 259 6134 SH SOLE 6134 0 0 ISHARES TR GLOBAL TECH ETF 464287291 791 18744 SH OTR 18744 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1200 20746 SH SOLE 20746 0 0 ISHARES TR 7-10YR TRSY BD 464287440 329 3424 SH SOLE 3424 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3356 41329 SH SOLE 41329 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 95 1175 SH OTR 1175 0 0 ISHARES TR MSCI EAFE ETF 464287465 3933 70213 SH SOLE 70213 0 0 ISHARES TR MSCI EAFE ETF 464287465 279 4976 SH OTR 4976 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1028 13106 SH SOLE 13106 0 0 ISHARES TR RUS MID CAP ETF 464287499 2755 44333 SH SOLE 44333 0 0 ISHARES TR RUS MID CAP ETF 464287499 18 285 SH OTR 285 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4493 20493 SH SOLE 20493 0 0 ISHARES TR CORE S&P MCP ETF 464287507 257 1170 SH OTR 1170 0 0 ISHARES TR ISHARES BIOTECH 464287556 830 7094 SH SOLE 7094 0 0 ISHARES TR ISHARES BIOTECH 464287556 174 1485 SH OTR 1485 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1799 13228 SH SOLE 13228 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 241 1775 SH OTR 1775 0 0 ISHARES TR S&P MC 400GR ETF 464287606 242 3840 SH SOLE 3840 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2230 10597 SH SOLE 10597 0 0 ISHARES TR RUS 1000 ETF 464287622 547 2772 SH SOLE 2772 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 259 1255 SH SOLE 1255 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1916 11620 SH SOLE 11620 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 124 750 SH OTR 750 0 0 ISHARES TR U.S. REAL ES ETF 464287739 218 2675 SH SOLE 2675 0 0 ISHARES TR US INDUSTRIALS 464287754 17 200 SH SOLE 200 0 0 ISHARES TR US INDUSTRIALS 464287754 251 3000 SH OTR 3000 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 628 4445 SH SOLE 4445 0 0 ISHARES TR CORE S&P SCP ETF 464287804 5641 64696 SH SOLE 64696 0 0 ISHARES TR CORE S&P SCP ETF 464287804 363 4165 SH OTR 4165 0 0 ISHARES TR S&P SML 600 GWT 464287887 427 4200 SH SOLE 4200 0 0 ISHARES TR MSCI ACWI EX US 464288240 495 12382 SH SOLE 12382 0 0 ISHARES TR MSCI ACWI ETF 464288257 349 4485 SH SOLE 4485 0 0 ISHARES TR INTL SEL DIV ETF 464288448 919 40793 SH SOLE 40793 0 0 ISHARES TR INTL SEL DIV ETF 464288448 133 5901 SH OTR 5901 0 0 ISHARES TR IBOXX HI YD ETF 464288513 1274 17852 SH SOLE 17852 0 0 ISHARES TR IBOXX HI YD ETF 464288513 118 1650 SH OTR 1650 0 0 ISHARES TR MBS ETF 464288588 462 5045 SH SOLE 5045 0 0 ISHARES TR MBS ETF 464288588 120 1315 SH OTR 1315 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 2942 59691 SH SOLE 59691 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 111 2260 SH OTR 2260 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 3845 33648 SH SOLE 33648 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 240 2100 SH OTR 2100 0 0 ISHARES TR PFD AND INCM SEC 464288687 3110 98192 SH SOLE 98192 0 0 ISHARES TR PFD AND INCM SEC 464288687 197 6210 SH OTR 6210 0 0 ISHARES TR U.S. MED DVC ETF 464288810 226 4795 SH SOLE 4795 0 0 ISHARES TR U.S. MED DVC ETF 464288810 776 16440 SH OTR 16440 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 464 32205 SH SOLE 32205 0 0 ISHARES TR MICRO-CAP ETF 464288869 284 2750 SH SOLE 2750 0 0 ISHARES TR US TREAS BD ETF 46429B267 543 23852 SH SOLE 23852 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 985 19602 SH SOLE 19602 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 2642 28939 SH SOLE 28939 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 150 1638 SH OTR 1638 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 959 19463 SH SOLE 19463 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 79 1600 SH OTR 1600 0 0 ISHARES TR MSCI USA MMENTM 46432F396 227 1729 SH SOLE 1729 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 232 4750 SH SOLE 4750 0 0 ISHARES TR FALN ANGLS USD 46435G474 203 8500 SH SOLE 8500 0 0 ISHARES TR CORE INTL AGGR 46435G672 242 5000 SH SOLE 5000 0 0 JPMORGAN CHASE & CO COM 46625H100 1258 12041 SH SOLE 12041 0 0 JPMORGAN CHASE & CO COM 46625H100 235 2246 SH OTR 2246 0 0 JOHNSON & JOHNSON COM 478160104 5282 32333 SH SOLE 32333 0 0 JOHNSON & JOHNSON COM 478160104 1123 6875 SH OTR 6875 0 0 KRAFT HEINZ CO COM 500754106 268 8035 SH SOLE 8035 0 0 KRAFT HEINZ CO COM 500754106 29 858 SH OTR 858 0 0 LILLY ELI & CO COM 532457108 4453 13770 SH SOLE 13770 0 0 LILLY ELI & CO COM 532457108 53 165 SH OTR 165 0 0 LOWES COS INC COM 548661107 606 3225 SH SOLE 3225 0 0 LOWES COS INC COM 548661107 134 715 SH OTR 715 0 0 MANULIFE FINL CORP COM 56501R106 254 16194 SH SOLE 16194 0 0 MCDONALDS CORP COM 580135101 631 2736 SH SOLE 2736 0 0 MCDONALDS CORP COM 580135101 20 85 SH OTR 85 0 0 MERCK & CO INC COM 58933Y105 434 5037 SH SOLE 5037 0 0 MERCK & CO INC COM 58933Y105 207 2400 SH OTR 2400 0 0 MICROSOFT CORP COM 594918104 6427 27596 SH SOLE 27596 0 0 MICROSOFT CORP COM 594918104 1683 7225 SH OTR 7225 0 0 MONDELEZ INTL INC CL A 609207105 240 4377 SH SOLE 4377 0 0 MONDELEZ INTL INC CL A 609207105 88 1600 SH OTR 1600 0 0 NESTLE S A SPONSORED ADR 641069406 258 2373 SH SOLE 2373 0 0 NESTLE S A SPONSORED ADR 641069406 24 220 SH OTR 220 0 0 NEXTERA ENERGY INC COM 65339F101 868 11064 SH SOLE 11064 0 0 NORFOLK SOUTHN CORP COM 655844108 1886 8994 SH SOLE 8994 0 0 NORFOLK SOUTHN CORP COM 655844108 124 590 SH OTR 590 0 0 NOVARTIS AG SPONSORED ADR 66987V109 281 3694 SH SOLE 3694 0 0 OREILLY AUTOMOTIVE COM 67103H107 204 290 SH SOLE 290 0 0 ORACLE CORP COM 68389X105 234 3825 SH SOLE 3825 0 0 PEPSICO INC COM 713448108 1979 12119 SH SOLE 12119 0 0 PEPSICO INC COM 713448108 220 1350 SH OTR 1350 0 0 PFIZER INC COM 717081103 1205 27538 SH SOLE 27538 0 0 PFIZER INC COM 717081103 444 10150 SH OTR 10150 0 0 PHILIP MORRIS INTL INC COM 718172109 286 3445 SH SOLE 3445 0 0 PHILIP MORRIS INTL INC COM 718172109 420 5065 SH OTR 5065 0 0 PROCTER AND GAMBLE CO COM 742718109 4927 39029 SH SOLE 39029 0 0 PROCTER AND GAMBLE CO COM 742718109 848 6715 SH OTR 6715 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 466 12700 SH OTR 12700 0 0 QUALCOMM INC COM 747525103 589 5215 SH SOLE 5215 0 0 QUALCOMM INC COM 747525103 102 904 SH OTR 904 0 0 RGC RES INC COM 74955L103 856 40658 SH SOLE 40658 0 0 RGC RES INC COM 74955L103 139 6611 SH OTR 6611 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2217 27086 SH SOLE 27086 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 228 2780 SH OTR 2780 0 0 REALTY INCOME CORP COM 756109104 70 1200 SH SOLE 1200 0 0 REALTY INCOME CORP COM 756109104 146 2500 SH OTR 2500 0 0 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 433 15255 SH SOLE 15255 0 0 SHELL PLC SPON ADS 780259305 351 7060 SH SOLE 7060 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7266 20344 SH SOLE 20344 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 183 513 SH OTR 513 0 0 SPDR SER TR BBG CON SEC ETF 78464A359 220 3480 SH SOLE 3480 0 0 SPDR SER TR DJ REIT ETF 78464A607 858 10177 SH SOLE 10177 0 0 SPDR SER TR DJ REIT ETF 78464A607 253 3000 SH OTR 3000 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1198 29319 SH SOLE 29319 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 128 3120 SH OTR 3120 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 888 37362 SH SOLE 37362 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 125 5250 SH OTR 5250 0 0 SCHLUMBERGER LTD COM STK 806857108 418 11657 SH SOLE 11657 0 0 SCHLUMBERGER LTD COM STK 806857108 47 1300 SH OTR 1300 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 309 4545 SH SOLE 4545 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 528 4360 SH OTR 4360 0 0 SELECT SECTOR SPDR TR SBI CONS SPLS 81369Y308 384 5760 SH SOLE 5760 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1006 13975 SH SOLE 13975 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 194 2700 SH OTR 2700 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 860 28340 SH SOLE 28340 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 121 4000 SH OTR 4000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 644 7773 SH SOLE 7773 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 133 1610 SH OTR 1610 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 184 1551 SH SOLE 1551 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 95 800 SH OTR 800 0 0 SOUTHERN CO COM 842587107 687 10109 SH SOLE 10109 0 0 SOUTHERN CO COM 842587107 22 325 SH OTR 325 0 0 STARBUCKS CORP COM 855244109 382 4538 SH SOLE 4538 0 0 STRYKER CORPORATION COM 863667101 203 1000 SH OTR 1000 0 0 SUMMIT FINL GROUP INC COM 86606G101 4866 180636 SH SOLE 180636 0 0 SUMMIT FINL GROUP INC COM 86606G101 2109 78280 SH OTR 78280 0 0 SYSCO CORP COM 871829107 282 3987 SH SOLE 3987 0 0 SYSCO CORP COM 871829107 18 260 SH OTR 260 0 0 TARGET CORP COM 87612E106 386 2600 SH SOLE 2600 0 0 TEXAS INSTRS INC COM 882508104 211 1365 SH SOLE 1365 0 0 TEXAS INSTRS INC COM 882508104 88 569 SH OTR 569 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 208 410 SH SOLE 410 0 0 3M CO COM 88579Y101 244 2206 SH SOLE 2206 0 0 3M CO COM 88579Y101 133 1200 SH OTR 1200 0 0 TRACTOR SUPPLY CO COM 892356106 206 1109 SH SOLE 1109 0 0 TRUIST FINL CORP COM 89832Q109 584 13414 SH SOLE 13414 0 0 TRUIST FINL CORP COM 89832Q109 327 7500 SH OTR 7500 0 0 UNION PAC CORP COM 907818108 269 1380 SH SOLE 1380 0 0 UNITED PARCEL SERVICE INC CL B 911312106 200 1236 SH SOLE 1236 0 0 UNITED PARCEL SERVICE INC CL B 911312106 44 275 SH OTR 275 0 0 UNITEDHEALTH GROUP INC COM 91324P102 329 651 SH SOLE 651 0 0 VANECK ETF TRUST PREFERRED SECURT 92189F429 179 10420 SH SOLE 10420 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 380 2055 SH SOLE 2055 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 114 615 SH OTR 615 0 0 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 422 5235 SH SOLE 5235 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 536 10726 SH SOLE 10726 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 443 3275 SH SOLE 3275 0 0 VANGUARD TAX-MANAGED INTL F VAN ETSF DEV MKT 921943858 1642 45150 SH SOLE 45150 0 0 VANGUARD TAX-MANAGED INTL F VAN ETSF DEV MKT 921943858 202 5557 SH OTR 5557 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1997 45016 SH SOLE 45016 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 116 2610 SH OTR 2610 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2470 67696 SH SOLE 67696 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 200 5479 SH OTR 5479 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1184 31174 SH SOLE 31174 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 54 1418 SH OTR 1418 0 0 VISA INC COM CL A 92826C839 481 2705 SH SOLE 2705 0 0 WALMART INC COM 931142103 648 4993 SH SOLE 4993 0 0 WASTE MGMT INC DEL COM 94106L109 2023 12626 SH SOLE 12626 0 0 WASTE MGMT INC DEL COM 94106L109 433 2700 SH OTR 2700 0 0 WELLS FARGO CO NEW COM 949746101 231 5746 SH SOLE 5746 0 0 WELLS FARGO CO NEW COM 949746101 478 11889 SH OTR 11889 0 0 WELLTOWER INC COM 95040Q104 473 7353 SH SOLE 7353 0 0 WELLTOWER INC COM 95040Q104 6 88 SH OTR 88 0 0