Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SUMMIT FINANCIAL GROUP INC 04-03-2020 03-31-2020 198 167,551,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE US AGGBD ET 1 $14,304,000 123,986 8.54 6.68 -45 -0.04 03-31-2020
ISHARES TR 3 7 YR TREAS BD 2 $8,408,000 63,054 5.02 3.82 -407 -0.64 03-31-2020
MICROSOFT CORP COM 3 $6,675,000 42,321 3.98 3.22 -286 -0.67 03-31-2020
ISHARES TR MSCI EAFE ETF 4 $5,361,000 100,275 3.20 3.37 -955 -0.94 03-31-2020
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